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

Spire 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
2026
Q2 		$13.2K Hold
1,302
– – ﹤0.01% 1564
2026
Q1 		$12.5K Hold
1,302
– – ﹤0.01% 1560
2025
Q4 		$13K Hold
1,302
– – ﹤0.01% 1632
2025
Q3 		$12.8K Hold
1,302
– – ﹤0.01% 1662
2025
Q2 		$12.2K Hold
1,302
– – ﹤0.01% 1653
2025
Q1 		$12.6K Hold
1,302
– – ﹤0.01% 1769
2024
Q4 		$12.8K Hold
1,302
– – ﹤0.01% 1774
2024
Q3 		$13.6K Hold
1,302
– – ﹤0.01% 1553
2024
Q2 		$12.9K Hold
1,302
– – ﹤0.01% 1569
2024
Q1 		$12.6K Hold
1,302
– – ﹤0.01% 1645
2023
Q4 		$12.1K Hold
1,302
– – ﹤0.01% 1696
2023
Q3 		$10.9K Sell
1,302
-1,104
-46% -$10.2K ﹤0.01% 1704
2023
Q2 		$23K Hold
2,406
– – ﹤0.01% 1536
2023
Q1 		$24K Buy
+2,406
New +$23.6K ﹤0.01% 1548
2022
Q3 		– Sell
-2,406
Closed -$25K – 2390
2022
Q2 		$25K Sell
2,406
-2,406
-50% -$25K ﹤0.01% 1574
2022
Q1 		$55K Hold
4,812
– – ﹤0.01% 1412
2021
Q4 		$65K Hold
4,812
– – ﹤0.01% 1598
2021
Q3 		$63K Hold
4,812
– – ﹤0.01% 1384
2021
Q2 		$65K Hold
4,812
– – ﹤0.01% 1376
2021
Q1 		$62K Buy
+4,812
New +$62K ﹤0.01% 1618

Other funds holding IQI

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allianz Asset Management
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

Spire Wealth Management's IQI Position: Q2 2026 in Review

Spire Wealth Management held its Invesco Quality Municipal Securities (IQI) position steady in Q2 2026 at 1,302 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1564.

Spire Wealth Management first reported a position in IQI in Q1 2021 and has held it in 20 quarters since. The position peaked at $65K in Q4 2021. 99 funds tracked by Wall St. Rank hold IQI as of Q2 2026.

  • Spire Wealth Management held 1,302 shares of Invesco Quality Municipal Securities worth $13.2K as of Q2 2026.
  • Spire Wealth Management left its Invesco Quality Municipal Securities share count unchanged in Q2 2026.
  • Invesco Quality Municipal Securities made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1564 holding.
  • Spire Wealth Management first reported a position in Invesco Quality Municipal Securities in Q1 2021 and has held it in 20 quarters since.
  • Spire Wealth Management's Invesco Quality Municipal Securities position peaked at $65K in Q4 2021.
  • 99 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.