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Widmann Financial Services’s Invesco Quality Municipal Securities IQI Stock Holding History

Widmann Financial Services’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
2022
Q1 		– Sell
-2,843
Closed -$38K – 260
2021
Q4 		$38K Buy
+2,843
New +$37.5K 0.03% 202

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PPA
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HWAM
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JWA
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Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Widmann Financial Services's IQI Position: Q1 2022 in Review

Widmann Financial Services sold out of Invesco Quality Municipal Securities (IQI) in Q1 2022, closing a stake of 2,843 shares — an estimated $38K sold.

Widmann Financial Services first reported a position in IQI in Q4 2021 and held it in 1 quarter. The position peaked at $38K in Q4 2021. 92 funds tracked by Wall St. Rank hold IQI as of Q1 2022.

  • Widmann Financial Services reported no remaining Invesco Quality Municipal Securities position as of Q1 2022 after selling out during the quarter.
  • Widmann Financial Services sold 2,843 Invesco Quality Municipal Securities shares in Q1 2022, an estimated $38K.
  • Widmann Financial Services first reported a position in Invesco Quality Municipal Securities in Q4 2021 and held it in 1 quarter.
  • Widmann Financial Services's Invesco Quality Municipal Securities position peaked at $38K in Q4 2021.
  • 92 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.