Waverly Advisors’s Invesco Quality Municipal Securities IQI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$174K Hold
2025
Q1
$179K Hold
2024
Q4
$183K Sell
2024
Q3
$225K Sell
2024
Q2
$267K Buy