StoneX Group’s Invesco Quality Municipal Securities IQI Stock Holding History

StoneX Group’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	–	Sell	-67,300	Closed	-$670K	–	1084
2025 Q4	$670K	Sell	67,300 -7,287	-10%	-$72.8K	0.03%	447
2025 Q3	$735K	Buy	74,587 +33,395	+81%	+$317K	0.03%	435
2025 Q2	$386K	Buy	+41,192	New	+$386K	0.02%	576
2017 Q4	–	Sell	-10,731	Closed	-$137K	–	204
2017 Q3	$137K	Buy	10,731 +15	+0.1%	+$192	0.17%	165
2017 Q2	$137K	Buy	+10,716	New	+$135K	0.04%	369
2016 Q4	–	Sell	-15,799	Closed	-$218K	–	83
2016 Q3	$218K	Buy	+15,799	New	+$219K	0.49%	66

Other funds holding IQI

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

HWAM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

StoneX Group's IQI Position: Q1 2026 in Review

StoneX Group sold out of Invesco Quality Municipal Securities (IQI) in Q1 2026, closing a stake of 67,300 shares — an estimated $670K sold.

StoneX Group first reported a position in IQI in Q3 2016 and held it in 6 quarters. The position peaked at $735K in Q3 2025. 105 funds tracked by Wall St. Rank hold IQI as of Q1 2026.

StoneX Group reported no remaining Invesco Quality Municipal Securities position as of Q1 2026 after selling out during the quarter.
StoneX Group sold 67,300 Invesco Quality Municipal Securities shares in Q1 2026, an estimated $670K.
StoneX Group first reported a position in Invesco Quality Municipal Securities in Q3 2016 and held it in 6 quarters.
StoneX Group's Invesco Quality Municipal Securities position peaked at $735K in Q3 2025.
105 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.