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Valeo Financial Advisors’s Invesco Quality Municipal Securities IQI Stock Holding History

Valeo Financial 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
2020
Q4 		– Sell
-2,000
Closed -$25K – 1752
2020
Q3 		$25K Buy
+2,000
New +$24.7K ﹤0.01% 866

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SIA
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KIM
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RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Valeo Financial Advisors's IQI Position: Q4 2020 in Review

Valeo Financial Advisors sold out of Invesco Quality Municipal Securities (IQI) in Q4 2020, closing a stake of 2,000 shares — an estimated $25K sold.

Valeo Financial Advisors first reported a position in IQI in Q3 2020 and held it in 1 quarter. The position peaked at $25K in Q3 2020. 89 funds tracked by Wall St. Rank hold IQI as of Q4 2020.

  • Valeo Financial Advisors reported no remaining Invesco Quality Municipal Securities position as of Q4 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 2,000 Invesco Quality Municipal Securities shares in Q4 2020, an estimated $25K.
  • Valeo Financial Advisors first reported a position in Invesco Quality Municipal Securities in Q3 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's Invesco Quality Municipal Securities position peaked at $25K in Q3 2020.
  • 89 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q4 2020.

Based on Valeo Financial Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.