Pinnacle Wealth Planning Services’s Invesco Value Municipal Income Trust IIM Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio IIM Stock Details IIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-300	Closed	-$3.7K	–	2802
2025 Q4	$3.7K	Buy	+300	New	+$3.75K	﹤0.01%	2351
2021 Q4	–	Sell	-16,500	Closed	-$269K	–	442
2021 Q3	$269K	Buy	+16,500	New	+$278K	0.06%	262

Other funds holding IIM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Pinnacle Wealth Planning Services's IIM Position: Q1 2026 in Review

Pinnacle Wealth Planning Services sold out of Invesco Value Municipal Income Trust (IIM) in Q1 2026, closing a stake of 300 shares — an estimated $3.7K sold.

Pinnacle Wealth Planning Services first reported a position in IIM in Q3 2021 and held it in 2 quarters. The position peaked at $269K in Q3 2021. 95 funds tracked by Wall St. Rank hold IIM as of Q1 2026.

Pinnacle Wealth Planning Services reported no remaining Invesco Value Municipal Income Trust position as of Q1 2026 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 300 Invesco Value Municipal Income Trust shares in Q1 2026, an estimated $3.7K.
Pinnacle Wealth Planning Services first reported a position in Invesco Value Municipal Income Trust in Q3 2021 and held it in 2 quarters.
Pinnacle Wealth Planning Services's Invesco Value Municipal Income Trust position peaked at $269K in Q3 2021.
95 funds tracked by Wall St. Rank held Invesco Value Municipal Income Trust as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.