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 86 filers reported holding INVESCO QUALITY MUNI INC TRS in Q1 2021. 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 Q1 2021
NameSharesValueWeighting ↓
Claybrook Capital, LLC 244,543$2,497,0001.48%
Legacy Wealth Planning, LLC 82,293$840,0001.20%
Vivaldi Capital Management LP 309,298$3,158,0000.82%
RIVERNORTH CAPITAL MANAGEMENT, LLC 1,967,147$20,085,0000.81%
Karpus Management, Inc. 1,374,217$14,031,0000.47%
DRIVE WEALTH MANAGEMENT, LLC 42,694$436,0000.40%
SIT INVESTMENT ASSOCIATES INC 911,268$9,304,0000.28%
Hennion & Walsh Asset Management, Inc. 415,860$4,246,0000.26%
GUARDIAN WEALTH ADVISORS, LLC / NC 127,920$1,306,0000.24%
CENTAURUS FINANCIAL, INC. 206,107$2,104,0000.21%
View complete list of INVESCO QUALITY MUNI INC TRS shareholders