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Peddock Capital Advisors’s Invesco Quality Municipal Securities IQI Stock Holding History

Peddock Capital 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
2021
Q2 		– Sell
-14,600
Closed -$189K – 148
2021
Q1 		$189K Buy
+14,600
New +$188K 0.07% 143

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PPA
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SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Peddock Capital Advisors's IQI Position: Q2 2021 in Review

Peddock Capital Advisors sold out of Invesco Quality Municipal Securities (IQI) in Q2 2021, closing a stake of 14,600 shares — an estimated $189K sold.

Peddock Capital Advisors first reported a position in IQI in Q1 2021 and held it in 1 quarter. The position peaked at $189K in Q1 2021. 85 funds tracked by Wall St. Rank hold IQI as of Q2 2021.

  • Peddock Capital Advisors reported no remaining Invesco Quality Municipal Securities position as of Q2 2021 after selling out during the quarter.
  • Peddock Capital Advisors sold 14,600 Invesco Quality Municipal Securities shares in Q2 2021, an estimated $189K.
  • Peddock Capital Advisors first reported a position in Invesco Quality Municipal Securities in Q1 2021 and held it in 1 quarter.
  • Peddock Capital Advisors's Invesco Quality Municipal Securities position peaked at $189K in Q1 2021.
  • 85 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q2 2021.

Based on Peddock Capital Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.