Private Advisor Group
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Private Advisor Group’s Invesco Quality Municipal Securities IQI Stock Holding History

Private Advisor Group’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
Q3 		$687K Buy
+79,745
New +$791K ﹤0.01% 1946
2020
Q3 		– Sell
-1,100
Closed -$13K – 2504
2020
Q2 		$13K Buy
+1,100
New +$12.9K ﹤0.01% 2797

Other funds holding IQI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
JFS Wealth Advisors
JFS Wealth Advisors Hermitage, Pennsylvania $1.98B AUM 13.5% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
CSA
Cottage Street Advisors Marion, Massachusetts $261M AUM 23.1% 1-Year Est. Return

Private Advisor Group's IQI Position: Q3 2026 in Review

Private Advisor Group opened a new position in Invesco Quality Municipal Securities (IQI) in Q3 2026: 79,745 shares worth $687K. The stake represents ﹤0.01% of the portfolio and ranks #1946 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in IQI as recently as Q2 2020.

Private Advisor Group first reported a position in IQI in Q2 2020 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold IQI as of Q3 2026.

  • Private Advisor Group held 79,745 shares of Invesco Quality Municipal Securities worth $687K as of Q3 2026.
  • Invesco Quality Municipal Securities was a new Private Advisor Group position in Q3 2026.
  • Invesco Quality Municipal Securities made up ﹤0.01% of Private Advisor Group's portfolio in Q3 2026, its #1946 holding.
  • Private Advisor Group first reported a position in Invesco Quality Municipal Securities in Q2 2020 and has held it in 2 quarters since.
  • 57 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q3 2026.

Based on Private Advisor Group's 13F filing for Q3 2026, filed 10 Nov 2026.