Petra Financial Advisors’s Invesco Quality Municipal Securities IQI Stock Holding History

Petra Financial 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
2026 Q2	$114K	Buy	11,250 +1,250	+13%	+$12.3K	0.05%	165
2026 Q1	$96.2K	Hold	10,000	–	–	0.06%	116
2025 Q4	$99.6K	Hold	10,000	–	–	0.06%	136
2025 Q3	$98.5K	Hold	10,000	–	–	0.06%	138
2025 Q2	$93.8K	Hold	10,000	–	–	0.06%	139
2025 Q1	$96.8K	Hold	10,000	–	–	0.08%	120
2024 Q4	$98.6K	Hold	10,000	–	–	0.07%	139
2024 Q3	$104K	Hold	10,000	–	–	0.07%	134
2024 Q2	$99.2K	Hold	10,000	–	–	0.07%	121
2024 Q1	$96.8K	Hold	10,000	–	–	0.07%	123
2023 Q4	$95.1K	Hold	10,000	–	–	0.08%	113
2023 Q3	$83.9K	Hold	10,000	–	–	0.07%	123
2023 Q2	$95.6K	Hold	10,000	–	–	0.09%	106
2023 Q1	$99.8K	Hold	10,000	–	–	0.1%	81
2022 Q4	$94.2K	Buy	+10,000	New	+$93.5K	0.1%	94

Other funds holding IQI

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Petra Financial Advisors's IQI Position: Q2 2026 in Review

Petra Financial Advisors increased its Invesco Quality Municipal Securities (IQI) stake by 13% in Q2 2026, buying an estimated $12.3K and bringing the position to 11,250 shares worth $114K. The position accounts for 0.05% of the portfolio, ranked #165.

Petra Financial Advisors first reported a position in IQI in Q4 2022 and has held it in 15 quarters since. 99 funds tracked by Wall St. Rank hold IQI as of Q2 2026.

Petra Financial Advisors held 11,250 shares of Invesco Quality Municipal Securities worth $114K as of Q2 2026.
Petra Financial Advisors bought 1,250 Invesco Quality Municipal Securities shares in Q2 2026, an estimated $12.3K.
Invesco Quality Municipal Securities made up 0.05% of Petra Financial Advisors's portfolio in Q2 2026, its #165 holding.
Petra Financial Advisors first reported a position in Invesco Quality Municipal Securities in Q4 2022 and has held it in 15 quarters since.
99 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.