Stratos Wealth Advisors’s Invesco Quality Municipal Securities IQI Stock Holding History

Stratos Wealth Advisors’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	-239,797	Closed	-$2.39M	–	642
2025 Q4	$2.39M	Sell	239,797 -5,854	-2%	-$58.5K	0.12%	191
2025 Q3	$2.42M	Sell	245,651 -8,785	-3%	-$83.4K	0.12%	187
2025 Q2	$2.39M	Sell	254,436 -10,977	-4%	-$103K	0.13%	170
2025 Q1	$2.57M	Buy	265,413 +13,112	+5%	+$130K	0.14%	140
2024 Q4	$2.49M	Sell	252,301 -13,970	-5%	-$141K	0.12%	170
2024 Q3	$2.78M	Buy	266,271 +66,606	+33%	+$679K	0.13%	174
2024 Q2	$1.98M	Buy	+199,665	New	+$1.92M	0.1%	207

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

Stratos Wealth Advisors's IQI Position: Q1 2026 in Review

Stratos Wealth Advisors sold out of Invesco Quality Municipal Securities (IQI) in Q1 2026, closing a stake of 239,797 shares — an estimated $2.39M sold.

Stratos Wealth Advisors first reported a position in IQI in Q2 2024 and held it in 7 quarters. The position peaked at $2.78M in Q3 2024. 105 funds tracked by Wall St. Rank hold IQI as of Q1 2026.

Stratos Wealth Advisors reported no remaining Invesco Quality Municipal Securities position as of Q1 2026 after selling out during the quarter.
Stratos Wealth Advisors sold 239,797 Invesco Quality Municipal Securities shares in Q1 2026, an estimated $2.39M.
Stratos Wealth Advisors first reported a position in Invesco Quality Municipal Securities in Q2 2024 and held it in 7 quarters.
Stratos Wealth Advisors's Invesco Quality Municipal Securities position peaked at $2.78M in Q3 2024.
105 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.