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

Stratos Wealth Partners’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 		$352K Buy
36,553
+7,676
+27% +$76.9K ﹤0.01% 1236
2025
Q4 		$288K Buy
+28,877
New +$288K ﹤0.01% 1312
2018
Q4 		– Sell
-1,732
Closed -$20K – 1639
2018
Q3 		$20K Buy
+1,732
New +$20.6K ﹤0.01% 1875
2018
Q2 		– Sell
-1,732
Closed -$21K – 1762
2018
Q1 		$21K Buy
+1,732
New +$20.9K ﹤0.01% 1996

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

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

Stratos Wealth Partners increased its Invesco Quality Municipal Securities (IQI) stake by 27% in Q1 2026, buying an estimated $76.9K and bringing the position to 36,553 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

Stratos Wealth Partners first reported a position in IQI in Q1 2018 and has held it in 4 quarters since. 105 funds tracked by Wall St. Rank hold IQI as of Q1 2026.

  • Stratos Wealth Partners held 36,553 shares of Invesco Quality Municipal Securities worth $352K as of Q1 2026.
  • Stratos Wealth Partners bought 7,676 Invesco Quality Municipal Securities shares in Q1 2026, an estimated $76.9K.
  • Invesco Quality Municipal Securities made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1236 holding.
  • Stratos Wealth Partners first reported a position in Invesco Quality Municipal Securities in Q1 2018 and has held it in 4 quarters since.
  • 105 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q1 2026.

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