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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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return