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Uniting Wealth Partners’s Invesco Value Municipal Income Trust IIM Stock Holding History

Uniting 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 		$177K Buy
13,926
+53
+0.4% +$654 0.04% 197
2026
Q1 		$169K Buy
+13,873
New +$175K 0.04% 196
2025
Q4 		– Sell
-13,686
Closed -$172K – 178
2025
Q3 		$172K Buy
13,686
+2,333
+21% +$27.5K 0.04% 185
2025
Q2 		$132K Buy
11,353
+681
+6% +$7.97K 0.05% 110
2025
Q1 		$128K Sell
10,672
-3,115
-23% -$37.9K 0.06% 102
2024
Q4 		$164K Buy
+13,787
New +$171K 0.08% 100

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

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

Uniting Wealth Partners increased its Invesco Value Municipal Income Trust (IIM) stake by 0.38% in Q2 2026, buying an estimated $654 and bringing the position to 13,926 shares worth $177K. The position accounts for 0.04% of the portfolio, ranked #197.

Uniting Wealth Partners first reported a position in IIM in Q4 2024 and has held it in 6 quarters since. 85 funds tracked by Wall St. Rank hold IIM as of Q2 2026.

  • Uniting Wealth Partners held 13,926 shares of Invesco Value Municipal Income Trust worth $177K as of Q2 2026.
  • Uniting Wealth Partners bought 53 Invesco Value Municipal Income Trust shares in Q2 2026, an estimated $654.
  • Invesco Value Municipal Income Trust made up 0.04% of Uniting Wealth Partners's portfolio in Q2 2026, its #197 holding.
  • Uniting Wealth Partners first reported a position in Invesco Value Municipal Income Trust in Q4 2024 and has held it in 6 quarters since.
  • 85 funds tracked by Wall St. Rank held Invesco Value Municipal Income Trust as of Q2 2026.

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