Sowell Financial Services’s Invesco Quality Municipal Securities IQI Stock Holding History

Sowell Financial Services’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	-15,300	Closed	-$147K	–	1190
2026 Q1	$147K	Hold	15,300	–	–	0.01%	1078
2025 Q4	$152K	Hold	15,300	–	–	0.01%	1057
2025 Q3	$151K	Hold	15,300	–	–	0.01%	1022
2025 Q2	$144K	Hold	15,300	–	–	0.01%	996
2025 Q1	$148K	Buy	+15,300	New	+$151K	0.01%	953
2021 Q2	–	Sell	-255	Closed	-$3K	–	1598
2021 Q1	$3K	Buy	+255	New	+$3.29K	﹤0.01%	2738

Other funds holding IQI

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Sowell Financial Services's IQI Position: Q2 2026 in Review

Sowell Financial Services sold out of Invesco Quality Municipal Securities (IQI) in Q2 2026, closing a stake of 15,300 shares — an estimated $147K sold.

Sowell Financial Services first reported a position in IQI in Q1 2021 and held it in 6 quarters. The position peaked at $152K in Q4 2025. 99 funds tracked by Wall St. Rank hold IQI as of Q2 2026.

Sowell Financial Services reported no remaining Invesco Quality Municipal Securities position as of Q2 2026 after selling out during the quarter.
Sowell Financial Services sold 15,300 Invesco Quality Municipal Securities shares in Q2 2026, an estimated $147K.
Sowell Financial Services first reported a position in Invesco Quality Municipal Securities in Q1 2021 and held it in 6 quarters.
Sowell Financial Services's Invesco Quality Municipal Securities position peaked at $152K in Q4 2025.
99 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.