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

Waverly Advisors’s Portfolio IQI Stock Details IQI Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$182K	Hold
2025 Q2	$174K	Hold
2025 Q1	$179K	Hold
2024 Q4	$183K	Sell
2024 Q3	$225K	Sell
2024 Q2	$267K	Buy