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WealthPlan Investment Management’s Invesco Quality Municipal Securities IQI Stock Holding History

WealthPlan Investment Management’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
2023
Q2 		– Sell
-4,911
Closed -$49K – 419
2023
Q1 		$49K Sell
4,911
-9,252
-65% -$90.7K 0.01% 245
2022
Q4 		$143K Buy
+14,163
New +$132K 0.01% 378

Other funds holding IQI

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

WealthPlan Investment Management's IQI Position: Q2 2023 in Review

WealthPlan Investment Management sold out of Invesco Quality Municipal Securities (IQI) in Q2 2023, closing a stake of 4,911 shares — an estimated $49K sold.

WealthPlan Investment Management first reported a position in IQI in Q4 2022 and held it in 2 quarters. The position peaked at $143K in Q4 2022. 90 funds tracked by Wall St. Rank hold IQI as of Q2 2023.

  • WealthPlan Investment Management reported no remaining Invesco Quality Municipal Securities position as of Q2 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 4,911 Invesco Quality Municipal Securities shares in Q2 2023, an estimated $49K.
  • WealthPlan Investment Management first reported a position in Invesco Quality Municipal Securities in Q4 2022 and held it in 2 quarters.
  • WealthPlan Investment Management's Invesco Quality Municipal Securities position peaked at $143K in Q4 2022.
  • 90 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.