Sugarloaf Wealth Management, LLC - INVESCO QUALITY MUNI INC TRS ownership

INVESCO QUALITY MUNI INC TRS's ticker is IQI and the CUSIP is 46133G107. A total of 92 filers reported holding INVESCO QUALITY MUNI INC TRS in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of INVESCO QUALITY MUNI INC TRS
ValueSharesWeighting
Q3 2023$16,610
-11.2%
1,980
+1.2%
0.00%0.0%
Q2 2023$18,697
-3.1%
1,956
+1.2%
0.00%
-20.0%
Q1 2023$19,291
+7.2%
1,932
+1.2%
0.01%0.0%
Q4 2022$17,991
-0.1%
1,910
+1.3%
0.01%0.0%
Q3 2022$18,000
-5.3%
1,885
+1.3%
0.01%0.0%
Q2 2022$19,000
-9.5%
1,860
+1.4%
0.01%0.0%
Q1 2022$21,000
-16.0%
1,834
+1.2%
0.01%
-16.7%
Q4 2021$25,000
+4.2%
1,812
+1.2%
0.01%0.0%
Q3 2021$24,0000.0%1,791
+1.1%
0.01%
-14.3%
Q2 2021$24,000
+4.3%
1,771
+1.2%
0.01%0.0%
Q1 2021$23,0000.0%1,7500.0%0.01%
-12.5%
Q4 2020$23,000
+4.5%
1,7500.0%0.01%0.0%
Q3 2020$22,000
+4.8%
1,7500.0%0.01%0.0%
Q2 2020$21,000
+5.0%
1,7500.0%0.01%
-11.1%
Q1 2020$20,000
-9.1%
1,7500.0%0.01%0.0%
Q4 2019$22,0001,7500.01%
Other shareholders
INVESCO QUALITY MUNI INC TRS shareholders Q3 2020
NameSharesValueWeighting ↓
Claybrook Capital, LLC 244,543$3,172,0001.84%
Cottage Street Advisors LLC 174,590$2,264,0001.49%
Legacy Wealth Planning, LLC 76,505$992,0001.26%
JFS WEALTH ADVISORS, LLC 329,112$4,269,0000.87%
RIVERNORTH CAPITAL MANAGEMENT, LLC 1,095,810$14,213,0000.85%
SIT INVESTMENT ASSOCIATES INC 829,511$10,759,0000.28%
Quad-Cities Investment Group, LLC 14,061$182,0000.14%
Successful Portfolios LLC 14,032$182,0000.12%
Ranch Capital Advisors Inc. 11,863$153,0000.10%
Family Management Corp 19,455$252,0000.08%
View complete list of INVESCO QUALITY MUNI INC TRS shareholders