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ícone de IIM

Invesco Value Municipal Income Trust
IIM

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Capital Investment Advisors
26
Capital Investment Advisors
Georgia
US$ 514 mil -US$ 49,2 mil -3.989 -9%
RPGK
27
Retirement Planning Group (Kansas)
Kansas
US$ 495 mil -US$ 82,5 mil -6.690 -15%
TWP
28
Tyche Wealth Partners
Texas
US$ 444 mil – – –
WQ
29
Wealth Quarterback
New Jersey
US$ 395 mil +US$ 2,34 mil +190 +0,6%
Concurrent Investment Advisors
30
Concurrent Investment Advisors
Florida
US$ 387 mil +US$ 74 mil +6.000 +25%
FAG
31
Fortitude Advisory Group
Washington
US$ 363 mil +US$ 23,7 mil +1.920 +7%
CWM
32
Cornerstone Wealth Management
Missouri
US$ 359 mil +US$ 3,21 mil +260 +0,9%
Goldman Sachs
33
Goldman Sachs
New York
US$ 301 mil – – –
CIBC Bancorp USA
34
CIBC Bancorp USA
Illinois
US$ 297 mil -US$ 12,2 mil -993 -4%
Private Advisor Group
35
Private Advisor Group
New Jersey
US$ 264 mil -US$ 65,8 mil -5.333 -20%
WMG
36
WESCAP Management Group
California
US$ 258 mil – – –
Nuveen
37
Nuveen
North Carolina
US$ 245 mil – – –
Integrated Wealth Concepts
38
Integrated Wealth Concepts
Massachusetts
US$ 232 mil – – –
Hollencrest Capital Management
39
Hollencrest Capital Management
California
US$ 231 mil – – –
XTX Topco
40
XTX Topco
Cayman Islands
US$ 231 mil +US$ 224 mil +18.137 Nova
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
US$ 230 mil +US$ 128 mil +10.409 +136%
Family Management
42
Family Management
New York
US$ 223 mil – – –
LW
43
Lauer Wealth
Indiana
US$ 212 mil – – –
Quantinno Capital Management
44
Quantinno Capital Management
New York
US$ 205 mil +US$ 46,1 mil +3.738 +30%
Kestra Advisory Services
45
Kestra Advisory Services
Texas
US$ 192 mil -US$ 79,5 mil -6.445 -30%
ZWA
46
Zinnia Wealth Advisory
Florida
US$ 185 mil +US$ 3,32 mil +269 +2%
UWP
47
Uniting Wealth Partners
Kansas
US$ 177 mil +US$ 654 +53 +0,4%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
US$ 172 mil +US$ 26,4 mil +2.143 +19%
GP
49
Gridiron Partners
Pennsylvania
US$ 171 mil -US$ 145 mil -11.777 -47%
US Bancorp
50
US Bancorp
Minnesota
US$ 167 mil – – –
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