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

Tyche 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 		$230K Buy
23,959
+280
+1% +$2.81K 0.04% 315
2025
Q4 		$236K Buy
23,679
+270
+1% +$2.7K 0.04% 295
2025
Q3 		$231K Buy
23,409
+279
+1% +$2.65K 0.04% 274
2025
Q2 		$217K Buy
23,130
+277
+1% +$2.6K 0.04% 270
2025
Q1 		$221K Buy
22,853
+258
+1% +$2.55K 0.05% 259
2024
Q4 		$223K Buy
22,595
+252
+1% +$2.54K 0.05% 268
2024
Q3 		$233K Sell
22,343
-3,760
-14% -$38.3K 0.05% 247
2024
Q2 		$259K Buy
26,103
+5,388
+26% +$51.7K 0.06% 211
2024
Q1 		$201K Buy
+20,715
New +$198K 0.05% 264

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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