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Sound Income Strategies’s Invesco Quality Municipal Securities IQI Stock Holding History

Sound Income Strategies’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
Q2 		– Sell
-9
Closed -$83 – 1416
2026
Q1 		$83 Sell
9
-1,196
-99% -$12K ﹤0.01% 2517
2025
Q4 		$12.2K Buy
1,205
+22
+2% +$220 ﹤0.01% 1360
2025
Q3 		$11.7K Sell
1,183
-2,080
-64% -$19.8K ﹤0.01% 967
2025
Q2 		$30.6K Buy
3,263
+65
+2% +$609 ﹤0.01% 646
2025
Q1 		$31K Buy
3,198
+1,175
+58% +$11.6K ﹤0.01% 619
2024
Q4 		$19.9K Buy
2,023
+38
+2% +$383 ﹤0.01% 677
2024
Q3 		$20.7K Buy
1,985
+36
+2% +$367 ﹤0.01% 628
2024
Q2 		$19.3K Buy
1,949
+29
+2% +$278 ﹤0.01% 636
2024
Q1 		$18.6K Buy
1,920
+30
+2% +$287 ﹤0.01% 608
2023
Q4 		$18K Buy
1,890
+24
+1% +$212 ﹤0.01% 610
2023
Q3 		$15.7K Buy
1,866
+14
+0.8% +$129 ﹤0.01% 486
2023
Q2 		$17.7K Buy
1,852
+22
+1% +$210 ﹤0.01% 455
2023
Q1 		$18.3K Buy
1,830
+21
+1% +$206 ﹤0.01% 432
2022
Q4 		$17K Buy
1,809
+24
+1% +$224 ﹤0.01% 417
2022
Q3 		$16K Buy
1,785
+24
+1% +$245 ﹤0.01% 389
2022
Q2 		$18K Buy
1,761
+24
+1% +$250 ﹤0.01% 368
2022
Q1 		$20K Buy
1,737
+21
+1% +$252 ﹤0.01% 354
2021
Q4 		$23K Buy
1,716
+20
+1% +$264 ﹤0.01% 341
2021
Q3 		$22K Buy
1,696
+19
+1% +$260 ﹤0.01% 327
2021
Q2 		$23K Buy
1,677
+19
+1% +$252 ﹤0.01% 322
2021
Q1 		$21.5K Buy
1,658
+20
+1% +$258 ﹤0.01% 348
2020
Q4 		$21K Buy
1,638
+20
+1% +$251 ﹤0.01% 309
2020
Q3 		$20K Buy
1,618
+20
+1% +$247 0.01% 286
2020
Q2 		$19K Buy
1,598
+19
+1% +$223 0.01% 281
2020
Q1 		$18K Buy
1,579
+19
+1% +$236 0.01% 264
2019
Q4 		$20K Buy
+1,560
New +$19.5K 0.01% 229

Other funds holding IQI

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CSA
Cottage Street Advisors Marion, Massachusetts $259M AUM 31.6% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $215M AUM 13.15% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Sound Income Strategies's IQI Position: Q2 2026 in Review

Sound Income Strategies sold out of Invesco Quality Municipal Securities (IQI) in Q2 2026, closing a stake of 9 shares — an estimated $83 sold.

Sound Income Strategies first reported a position in IQI in Q4 2019 and held it in 26 quarters. The position peaked at $31K in Q1 2025. 36 funds tracked by Wall St. Rank hold IQI as of Q2 2026.

  • Sound Income Strategies reported no remaining Invesco Quality Municipal Securities position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 9 Invesco Quality Municipal Securities shares in Q2 2026, an estimated $83.
  • Sound Income Strategies first reported a position in Invesco Quality Municipal Securities in Q4 2019 and held it in 26 quarters.
  • Sound Income Strategies's Invesco Quality Municipal Securities position peaked at $31K in Q1 2025.
  • 36 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.