Wealth Enhancement Advisory Services
IIM icon

Wealth Enhancement Advisory Services’s Invesco Value Municipal Income Trust IIM Stock Holding History

Wealth Enhancement Advisory Services’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 		– Sell
-11,859
Closed -$143K – 4187
2026
Q1 		$143K Buy
11,859
+973
+9% +$12.2K ﹤0.01% 3239
2025
Q4 		$136K Hold
10,886
– – ﹤0.01% 3370
2025
Q3 		$136K Sell
10,886
-2
-0% -$24 ﹤0.01% 3260
2025
Q2 		$127K Sell
10,888
-3,678
-25% -$43K ﹤0.01% 3094
2025
Q1 		$174K Sell
14,566
-304
-2% -$3.69K ﹤0.01% 2658
2024
Q4 		$177K Buy
14,870
+3,260
+28% +$40.5K ﹤0.01% 2717
2024
Q3 		$150K Buy
11,610
+350
+3% +$4.43K ﹤0.01% 2496
2024
Q2 		$139K Sell
11,260
-2,200
-16% -$25.9K ﹤0.01% 2362
2024
Q1 		$162K Sell
13,460
-1,800
-12% -$21.2K ﹤0.01% 2237
2023
Q4 		$179K Buy
15,260
+4,000
+36% +$43.8K ﹤0.01% 2106
2023
Q3 		$117K Buy
+11,260
New +$130K ﹤0.01% 2084

Other funds holding IIM

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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

Wealth Enhancement Advisory Services's IIM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services sold out of Invesco Value Municipal Income Trust (IIM) in Q2 2026, closing a stake of 11,859 shares — an estimated $143K sold.

Wealth Enhancement Advisory Services first reported a position in IIM in Q3 2023 and held it in 11 quarters. The position peaked at $179K in Q4 2023. 85 funds tracked by Wall St. Rank hold IIM as of Q2 2026.

  • Wealth Enhancement Advisory Services reported no remaining Invesco Value Municipal Income Trust position as of Q2 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 11,859 Invesco Value Municipal Income Trust shares in Q2 2026, an estimated $143K.
  • Wealth Enhancement Advisory Services first reported a position in Invesco Value Municipal Income Trust in Q3 2023 and held it in 11 quarters.
  • Wealth Enhancement Advisory Services's Invesco Value Municipal Income Trust position peaked at $179K in Q4 2023.
  • 85 funds tracked by Wall St. Rank held Invesco Value Municipal Income Trust as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.