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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
Q2 		$444K Hold
34,840
– – 0.06% 205
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

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tyche Wealth Partners's IIM Position: Q2 2026 in Review

Tyche Wealth Partners held its Invesco Value Municipal Income Trust (IIM) position steady in Q2 2026 at 34,840 shares worth $444K. The position accounts for 0.06% of the portfolio, ranked #205.

Tyche Wealth Partners first reported a position in IIM in Q4 2023 and has held it in 11 quarters since. The position peaked at $498K in Q2 2024. 85 funds tracked by Wall St. Rank hold IIM as of Q2 2026.

  • Tyche Wealth Partners held 34,840 shares of Invesco Value Municipal Income Trust worth $444K as of Q2 2026.
  • Tyche Wealth Partners left its Invesco Value Municipal Income Trust share count unchanged in Q2 2026.
  • Invesco Value Municipal Income Trust made up 0.06% of Tyche Wealth Partners's portfolio in Q2 2026, its #205 holding.
  • Tyche Wealth Partners first reported a position in Invesco Value Municipal Income Trust in Q4 2023 and has held it in 11 quarters since.
  • Tyche Wealth Partners's Invesco Value Municipal Income Trust position peaked at $498K in Q2 2024.
  • 85 funds tracked by Wall St. Rank held Invesco Value Municipal Income Trust as of Q2 2026.

Based on Tyche Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.