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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
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

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GC
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HWAM
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Morgan Stanley
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Raymond James Financial
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