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Parallel Advisors’s Invesco Quality Municipal Securities IQI Stock Holding History

Parallel Advisors’s Portfolio IQI Stock Details IQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-276
Closed -$2.72K – 3593
2024
Q4 		$2.72K Sell
276
-276
-50% -$2.78K ﹤0.01% 2861
2024
Q3 		$5.76K Buy
552
+276
+100% +$2.81K ﹤0.01% 2571
2024
Q2 		$2.74K Hold
276
– – ﹤0.01% 2711
2024
Q1 		$2.67K Sell
276
-276
-50% -$2.64K ﹤0.01% 2730
2023
Q4 		$5.25K Hold
552
– – ﹤0.01% 2513
2023
Q3 		$4.63K Hold
552
– – ﹤0.01% 2528
2023
Q2 		$5.28K Hold
552
– – ﹤0.01% 2407
2023
Q1 		$5.51K Sell
552
-555
-50% -$5.44K ﹤0.01% 2376
2022
Q4 		$10.4K Hold
1,107
– – ﹤0.01% 2004
2022
Q3 		$10K Hold
1,107
– – ﹤0.01% 1997
2022
Q2 		$11K Buy
+1,107
New +$11.5K ﹤0.01% 1929

Other funds holding IQI

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Parallel Advisors's IQI Position: Q1 2025 in Review

Parallel Advisors sold out of Invesco Quality Municipal Securities (IQI) in Q1 2025, closing a stake of 276 shares — an estimated $2.72K sold.

Parallel Advisors first reported a position in IQI in Q2 2022 and held it in 11 quarters. The position peaked at $11K in Q2 2022. 104 funds tracked by Wall St. Rank hold IQI as of Q1 2025.

  • Parallel Advisors reported no remaining Invesco Quality Municipal Securities position as of Q1 2025 after selling out during the quarter.
  • Parallel Advisors sold 276 Invesco Quality Municipal Securities shares in Q1 2025, an estimated $2.72K.
  • Parallel Advisors first reported a position in Invesco Quality Municipal Securities in Q2 2022 and held it in 11 quarters.
  • Parallel Advisors's Invesco Quality Municipal Securities position peaked at $11K in Q2 2022.
  • 104 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q1 2025.

Based on Parallel Advisors's 13F filing for Q1 2025, filed 8 Apr 2025.