PWC
IQI icon

Pathfinder Wealth Consulting’s Invesco Quality Municipal Securities IQI Stock Holding History

Pathfinder Wealth Consulting’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
2026
Q2 		– Sell
-20,080
Closed -$193K – 71
2026
Q1 		$193K Hold
20,080
– – 0.13% 161
2025
Q4 		$200K Buy
+20,080
New +$201K 0.13% 164

Other funds holding IQI

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Pathfinder Wealth Consulting's IQI Position: Q2 2026 in Review

Pathfinder Wealth Consulting sold out of Invesco Quality Municipal Securities (IQI) in Q2 2026, closing a stake of 20,080 shares — an estimated $193K sold.

Pathfinder Wealth Consulting first reported a position in IQI in Q4 2025 and held it in 2 quarters. The position peaked at $200K in Q4 2025. 99 funds tracked by Wall St. Rank hold IQI as of Q2 2026.

  • Pathfinder Wealth Consulting reported no remaining Invesco Quality Municipal Securities position as of Q2 2026 after selling out during the quarter.
  • Pathfinder Wealth Consulting sold 20,080 Invesco Quality Municipal Securities shares in Q2 2026, an estimated $193K.
  • Pathfinder Wealth Consulting first reported a position in Invesco Quality Municipal Securities in Q4 2025 and held it in 2 quarters.
  • Pathfinder Wealth Consulting's Invesco Quality Municipal Securities position peaked at $200K in Q4 2025.
  • 99 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q2 2026.

Based on Pathfinder Wealth Consulting's 13F filing for Q2 2026.