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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
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

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