Sutton Wealth Advisors’s Invesco Value Municipal Income Trust IIM Stock Holding History

Sutton Wealth Advisors’s Portfolio IIM Stock Details IIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-100	Closed	-$1.39K	–	1673
2022 Q1	$1.39K	Hold	100	–	–	﹤0.01%	1259
2021 Q4	$1.7K	Hold	100	–	–	﹤0.01%	1227
2021 Q3	$1.63K	Hold	100	–	–	﹤0.01%	1196
2021 Q2	$1.65K	Hold	100	–	–	﹤0.01%	1186
2021 Q1	$1.57K	Hold	100	–	–	﹤0.01%	1167
2020 Q4	$1.56K	Hold	100	–	–	﹤0.01%	1139
2020 Q3	$1.47K	Hold	100	–	–	﹤0.01%	1101
2020 Q2	$1.45K	Hold	100	–	–	﹤0.01%	1091
2020 Q1	$1.41K	Hold	100	–	–	﹤0.01%	1069
2019 Q4	$1.53K	Hold	100	–	–	﹤0.01%	1085
2019 Q3	$1.54K	Hold	100	–	–	﹤0.01%	1081
2019 Q2	$1.52K	Hold	100	–	–	﹤0.01%	1076
2019 Q1	$1.44K	Buy	+100	New	+$1.43K	﹤0.01%	1084

Other funds holding IIM

HWAM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

SIA

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Sutton Wealth Advisors's IIM Position: Q2 2022 in Review

Sutton Wealth Advisors sold out of Invesco Value Municipal Income Trust (IIM) in Q2 2022, closing a stake of 100 shares — an estimated $1.39K sold.

Sutton Wealth Advisors first reported a position in IIM in Q1 2019 and held it in 13 quarters. The position peaked at $1.7K in Q4 2021. 88 funds tracked by Wall St. Rank hold IIM as of Q2 2022.

Sutton Wealth Advisors reported no remaining Invesco Value Municipal Income Trust position as of Q2 2022 after selling out during the quarter.
Sutton Wealth Advisors sold 100 Invesco Value Municipal Income Trust shares in Q2 2022, an estimated $1.39K.
Sutton Wealth Advisors first reported a position in Invesco Value Municipal Income Trust in Q1 2019 and held it in 13 quarters.
Sutton Wealth Advisors's Invesco Value Municipal Income Trust position peaked at $1.7K in Q4 2021.
88 funds tracked by Wall St. Rank held Invesco Value Municipal Income Trust as of Q2 2022.

Based on Sutton Wealth Advisors's 13F filing for Q2 2022, filed 7 Nov 2023.