AVANTAX ADVISORY SERVICES, INC. - INVESCO VALUE MUN INCOME TR ownership

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INVESCO VALUE MUN INCOME TR's ticker is IIM and the CUSIP is 46132P108. A total of 98 filers reported holding INVESCO VALUE MUN INCOME TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

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Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of INVESCO VALUE MUN INCOME TR
ValueSharesWeighting
Q3 2023$125,050
-16.1%
12,024
-4.7%
0.00%
-50.0%
Q2 2023$149,062
-4.7%
12,611
-1.7%
0.00%0.0%
Q1 2023$156,474
+1.3%
12,826
+0.0%
0.00%0.0%
Q4 2022$154,519
+6.6%
12,823
+1.6%
0.00%0.0%
Q3 2022$145,000
-10.5%
12,623
+0.1%
0.00%0.0%
Q2 2022$162,000
-10.0%
12,611
-2.7%
0.00%0.0%
Q1 2022$180,000
-18.6%
12,9610.0%0.00%
-33.3%
Q4 2021$221,000
+4.2%
12,961
+0.5%
0.00%
-25.0%
Q3 2021$212,000
+17.1%
12,898
+18.4%
0.00%
+33.3%
Q2 2021$181,000
-13.0%
10,898
-17.9%
0.00%
-25.0%
Q1 2021$208,000
-48.0%
13,278
-48.1%
0.00%
-60.0%
Q4 2020$400,000
-54.3%
25,572
-57.0%
0.01%
-28.6%
Q3 2020$875,000
+163.6%
59,474
+159.4%
0.01%
+40.0%
Q2 2020$332,000
+2.5%
22,9300.0%0.01%0.0%
Q1 2020$324,000
-5.0%
22,930
+2.8%
0.01%
+25.0%
Q4 2019$341,000–22,300–0.01%–
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Other shareholders
INVESCO VALUE MUN INCOME TR shareholders Q4 2022
NameSharesValueWeighting ↓
KENNEDY INVESTMENT GROUP 270,286$3,256,9442.07%
ROBINSON CAPITAL MANAGEMENT, LLC 134,161$1,620,6650.83%
GOODWIN DANIEL L 113,187$1,363,9030.69%
Hennion & Walsh Asset Management, Inc. 867,876$10,4580.65%
Logan Stone Capital, LLC 133,972$1,614,3630.60%
Wealth Quarterback LLC 53,935$649,9170.54%
OTA Financial Group L.P. 26,613$3200.32%
DELPHI FINANCIAL GROUP, INC. 44,728$538,9720.27%
Citizens National Bank Trust Department 56,600$6820.19%
Fortitude Advisory Group L.L.C. 18,246$219,8640.19%
View complete list of INVESCO VALUE MUN INCOME TR shareholders