Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
TWP
Tyche Wealth Partners’s
Invesco Value Municipal Income Trust
IIM
Stock Holding History
Tyche Wealth Partners’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
2026
Q1
$424K
Hold
34,840
–
–
0.07%
222
2025
Q4
$429K
Sell
34,840
-495
-1%
-$6.18K
0.07%
214
2025
Q3
$443K
Hold
35,335
–
–
0.08%
174
2025
Q2
$411K
Hold
35,335
–
–
0.08%
169
2025
Q1
$423K
Buy
35,335
+2,730
+8%
+$33.2K
0.09%
151
2024
Q4
$388K
Sell
32,605
-4,405
-12%
-$54.7K
0.08%
181
2024
Q3
$477K
Sell
37,010
-3,315
-8%
-$41.9K
0.11%
140
2024
Q2
$498K
Hold
40,325
–
–
0.12%
130
2024
Q1
$484K
Hold
40,325
–
–
0.12%
140
2023
Q4
$473K
Buy
+40,325
New
+$441K
0.11%
150
Other funds holding IIM
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
GC
Guggenheim Capital
Chicago, Illinois
$12.6B 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
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
VanEck Associates
New York
$133B AUM
72.99%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina)
Greenville, South Carolina
$495M AUM
8.72%
1-Year Est. Return
AWA
Arkadios Wealth Advisors
Atlanta, Georgia
$6.05B AUM
23.41%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close