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U.S. Capital Wealth Advisors’s Invesco Quality Municipal Securities IQI Stock Holding History

U.S. Capital Wealth Advisors’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
2023
Q1 		– Sell
-44
Closed -$414 – 1068
2022
Q4 		$414 Buy
+44
New +$412 ﹤0.01% 1575

Other funds holding IQI

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

U.S. Capital Wealth Advisors's IQI Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Invesco Quality Municipal Securities (IQI) in Q1 2023, closing a stake of 44 shares — an estimated $414 sold.

U.S. Capital Wealth Advisors first reported a position in IQI in Q4 2022 and held it in 1 quarter. The position peaked at $414 in Q4 2022. 89 funds tracked by Wall St. Rank hold IQI as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Invesco Quality Municipal Securities position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 44 Invesco Quality Municipal Securities shares in Q1 2023, an estimated $414.
  • U.S. Capital Wealth Advisors first reported a position in Invesco Quality Municipal Securities in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Invesco Quality Municipal Securities position peaked at $414 in Q4 2022.
  • 89 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.