PWP
IQI icon

Personal Wealth Partners’s Invesco Quality Municipal Securities IQI Stock Holding History

Personal Wealth Partners’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
Q3 		– Sell
-201
Closed -$3K – 223
2021
Q2 		$3K Buy
+201
New +$2.67K ﹤0.01% 359
2020
Q1 		– Sell
-201
Closed -$3K – 312
2019
Q4 		$3K Hold
201
– – ﹤0.01% 316
2019
Q3 		$3K Hold
201
– – ﹤0.01% 319
2019
Q2 		$2K Buy
+201
New +$2.45K ﹤0.01% 278

Other funds holding IQI

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Personal Wealth Partners's IQI Position: Q3 2021 in Review

Personal Wealth Partners sold out of Invesco Quality Municipal Securities (IQI) in Q3 2021, closing a stake of 201 shares — an estimated $3K sold.

Personal Wealth Partners first reported a position in IQI in Q2 2019 and held it in 4 quarters. The position peaked at $3K in Q2 2021. 87 funds tracked by Wall St. Rank hold IQI as of Q3 2021.

  • Personal Wealth Partners reported no remaining Invesco Quality Municipal Securities position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 201 Invesco Quality Municipal Securities shares in Q3 2021, an estimated $3K.
  • Personal Wealth Partners first reported a position in Invesco Quality Municipal Securities in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Invesco Quality Municipal Securities position peaked at $3K in Q2 2021.
  • 87 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.