TriaGen 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 88 filers reported holding INVESCO VALUE MUN INCOME TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
TriaGen Wealth Management LLC ownership history of INVESCO VALUE MUN INCOME TR
ValueSharesWeighting
Q3 2023$350,834
-12.0%
33,7340.0%0.18%
-1.6%
Q2 2023$398,73633,7340.18%
Other shareholders
INVESCO VALUE MUN INCOME TR shareholders Q3 2023
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