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World Investment Advisors’s Invesco Quality Municipal Securities IQI Stock Holding History

World Investment Advisors’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
2026
Q2 		$109K Hold
11,366
– – ﹤0.01% 1494
2026
Q1 		$109K Sell
11,366
-4
-0% -$40 ﹤0.01% 1524
2025
Q4 		$113K Hold
11,370
– – ﹤0.01% 1435
2025
Q3 		$112K Buy
+11,370
New +$108K ﹤0.01% 1209

Other funds holding IQI

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

World Investment Advisors's IQI Position: Q2 2026 in Review

World Investment Advisors held its Invesco Quality Municipal Securities (IQI) position steady in Q2 2026 at 11,366 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #1494.

World Investment Advisors first reported a position in IQI in Q3 2025 and has held it in 4 quarters since. The position peaked at $113K in Q4 2025. 99 funds tracked by Wall St. Rank hold IQI as of Q2 2026.

  • World Investment Advisors held 11,366 shares of Invesco Quality Municipal Securities worth $109K as of Q2 2026.
  • World Investment Advisors left its Invesco Quality Municipal Securities share count unchanged in Q2 2026.
  • Invesco Quality Municipal Securities made up ﹤0.01% of World Investment Advisors's portfolio in Q2 2026, its #1494 holding.
  • World Investment Advisors first reported a position in Invesco Quality Municipal Securities in Q3 2025 and has held it in 4 quarters since.
  • World Investment Advisors's Invesco Quality Municipal Securities position peaked at $113K in Q4 2025.
  • 99 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.