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Wealthspire Advisors (New York)’s Invesco Value Municipal Income Trust IIM Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q2 		– Sell
-43,000
Closed -$515K – 862
2025
Q1 		$515K Hold
43,000
– – ﹤0.01% 508
2024
Q4 		$511K Sell
43,000
-52,653
-55% -$654K 0.01% 507
2024
Q3 		$1.23M Hold
95,653
– – 0.01% 332
2024
Q2 		$1.18M Buy
+95,653
New +$1.12M 0.02% 293

Other funds holding IIM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealthspire Advisors (New York)'s IIM Position: Q2 2025 in Review

Wealthspire Advisors (New York) sold out of Invesco Value Municipal Income Trust (IIM) in Q2 2025, closing a stake of 43,000 shares — an estimated $515K sold.

Wealthspire Advisors (New York) first reported a position in IIM in Q2 2024 and held it in 4 quarters. The position peaked at $1.23M in Q3 2024. 89 funds tracked by Wall St. Rank hold IIM as of Q2 2025.

  • Wealthspire Advisors (New York) reported no remaining Invesco Value Municipal Income Trust position as of Q2 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 43,000 Invesco Value Municipal Income Trust shares in Q2 2025, an estimated $515K.
  • Wealthspire Advisors (New York) first reported a position in Invesco Value Municipal Income Trust in Q2 2024 and held it in 4 quarters.
  • Wealthspire Advisors (New York)'s Invesco Value Municipal Income Trust position peaked at $1.23M in Q3 2024.
  • 89 funds tracked by Wall St. Rank held Invesco Value Municipal Income Trust as of Q2 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2025, filed 11 Aug 2025.