Sugarloaf Wealth Management, LLC - INVESCO VALUE MUN INCOME TR ownership

INVESCO VALUE MUN INCOME TR's ticker is IIM and the CUSIP is 46132P108. A total of 96 filers reported holding INVESCO VALUE MUN INCOME TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of INVESCO VALUE MUN INCOME TR
ValueSharesWeighting
Q3 2023$20,031
-11.0%
1,926
+1.2%
0.01%0.0%
Q2 2023$22,495
-2.0%
1,903
+1.2%
0.01%
-16.7%
Q1 2023$22,949
+2.5%
1,881
+1.2%
0.01%0.0%
Q4 2022$22,395
-56.9%
1,858
-58.2%
0.01%
-53.8%
Q3 2022$52,000
-8.8%
4,441
+0.7%
0.01%
-7.1%
Q2 2022$57,000
-6.6%
4,408
+0.8%
0.01%0.0%
Q1 2022$61,000
-17.6%
4,371
+0.7%
0.01%
-22.2%
Q4 2021$74,000
+5.7%
4,339
+0.6%
0.02%0.0%
Q3 2021$70,000
-1.4%
4,311
+0.6%
0.02%
-5.3%
Q2 2021$71,000
+6.0%
4,284
+0.7%
0.02%
-5.0%
Q1 2021$67,000
+1.5%
4,256
+0.2%
0.02%
-9.1%
Q4 2020$66,000
+6.5%
4,248
+0.2%
0.02%
-4.3%
Q3 2020$62,000
+1.6%
4,240
+0.2%
0.02%0.0%
Q2 2020$61,000
+1.7%
4,233
+0.2%
0.02%
-14.8%
Q1 2020$60,000
-7.7%
4,225
+0.1%
0.03%
-3.6%
Q4 2019$65,0004,2190.03%
Other shareholders
INVESCO VALUE MUN INCOME TR shareholders Q4 2020
NameSharesValueWeighting ↓
MACROVIEW INVESTMENT MANAGEMENT LLC 43,493$743,0003.22%
GOODWIN DANIEL L 123,687$2,113,0000.50%
Koshinski Asset Management, Inc. 19,331$330,0000.21%
Prospera Financial Services Inc 51,400$878,0000.20%
WESCAP Management Group, Inc. 21,031$359,0000.18%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 46,451$793,0000.12%
Cetera Advisors LLC 65,175$1,114,0000.09%
HOLLENCREST CAPITAL MANAGEMENT 28,786$492,0000.08%
Live Your Vision, LLC 10,000$171,0000.08%
Yellowstone Partners, LLC 10,271$175,0000.08%
View complete list of INVESCO VALUE MUN INCOME TR shareholders