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Ruedi Wealth Management’s Invesco Quality Municipal Securities IQI Stock Holding History

Ruedi Wealth Management’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
2023
Q2 		– Sell
-241
Closed -$2.4K – 244
2023
Q1 		$2.4K Buy
+241
New +$2.36K ﹤0.01% 217

Other funds holding IQI

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Ruedi Wealth Management's IQI Position: Q2 2023 in Review

Ruedi Wealth Management sold out of Invesco Quality Municipal Securities (IQI) in Q2 2023, closing a stake of 241 shares — an estimated $2.4K sold.

Ruedi Wealth Management first reported a position in IQI in Q1 2023 and held it in 1 quarter. The position peaked at $2.4K in Q1 2023. 90 funds tracked by Wall St. Rank hold IQI as of Q2 2023.

  • Ruedi Wealth Management reported no remaining Invesco Quality Municipal Securities position as of Q2 2023 after selling out during the quarter.
  • Ruedi Wealth Management sold 241 Invesco Quality Municipal Securities shares in Q2 2023, an estimated $2.4K.
  • Ruedi Wealth Management first reported a position in Invesco Quality Municipal Securities in Q1 2023 and held it in 1 quarter.
  • Ruedi Wealth Management's Invesco Quality Municipal Securities position peaked at $2.4K in Q1 2023.
  • 90 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q2 2023.

Based on Ruedi Wealth Management's 13F filing for Q2 2023, filed 27 Jul 2023.