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Retirement Planning Group (Kansas)’s Invesco Value Municipal Income Trust IIM Stock Holding History

Retirement Planning Group (Kansas)’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
Q2 		$495K Sell
38,862
-6,690
-15% -$82.5K 0.01% 329
2026
Q1 		$554K Buy
+45,552
New +$573K 0.02% 282

Other funds holding IIM

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Retirement Planning Group (Kansas)'s IIM Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its Invesco Value Municipal Income Trust (IIM) stake by 15% in Q2 2026, selling an estimated $82.5K and leaving 38,862 shares worth $495K. The position accounts for 0.01% of the portfolio, ranked #329.

Retirement Planning Group (Kansas) first reported a position in IIM in Q1 2026 and has held it in 2 quarters since. The position peaked at $554K in Q1 2026. 86 funds tracked by Wall St. Rank hold IIM as of Q2 2026.

  • Retirement Planning Group (Kansas) held 38,862 shares of Invesco Value Municipal Income Trust worth $495K as of Q2 2026.
  • Retirement Planning Group (Kansas) sold 6,690 Invesco Value Municipal Income Trust shares in Q2 2026, an estimated $82.5K.
  • Invesco Value Municipal Income Trust made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #329 holding.
  • Retirement Planning Group (Kansas) first reported a position in Invesco Value Municipal Income Trust in Q1 2026 and has held it in 2 quarters since.
  • Retirement Planning Group (Kansas)'s Invesco Value Municipal Income Trust position peaked at $554K in Q1 2026.
  • 86 funds tracked by Wall St. Rank held Invesco Value Municipal Income Trust as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.