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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

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