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Smartleaf Asset Management’s Invesco Value Municipal Income Trust IIM Stock Holding History

Smartleaf Asset Management’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
2025
Q4 		– Sell
-4,333
Closed -$54.2K – 3524
2025
Q3 		$54.2K Buy
+4,333
New +$51K ﹤0.01% 1355

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

Smartleaf Asset Management's IIM Position: Q4 2025 in Review

Smartleaf Asset Management sold out of Invesco Value Municipal Income Trust (IIM) in Q4 2025, closing a stake of 4,333 shares — an estimated $54.2K sold.

Smartleaf Asset Management first reported a position in IIM in Q3 2025 and held it in 1 quarter. The position peaked at $54.2K in Q3 2025. 94 funds tracked by Wall St. Rank hold IIM as of Q4 2025.

  • Smartleaf Asset Management reported no remaining Invesco Value Municipal Income Trust position as of Q4 2025 after selling out during the quarter.
  • Smartleaf Asset Management sold 4,333 Invesco Value Municipal Income Trust shares in Q4 2025, an estimated $54.2K.
  • Smartleaf Asset Management first reported a position in Invesco Value Municipal Income Trust in Q3 2025 and held it in 1 quarter.
  • Smartleaf Asset Management's Invesco Value Municipal Income Trust position peaked at $54.2K in Q3 2025.
  • 94 funds tracked by Wall St. Rank held Invesco Value Municipal Income Trust as of Q4 2025.

Based on Smartleaf Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.