INVESCO MUN TR shareholder history

Current and past INVESCO MUN TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.01%0.06%0.14%Q2 2013Q3 202342
VAN ECK ASSOCIATES CORP 42420.00%0.01%0.02%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.00%0.00%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
Highlander Capital Management, LLC 42420.02%0.05%0.08%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.00%0.01%0.02%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.00%0.01%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.00%0.00%0.00%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.00%0.00%Q2 2013Q3 202342
HighTower Advisors, LLC 41410.00%0.00%0.02%Q2 2013Q2 202341
BENJAMIN F. EDWARDS & COMPANY, INC. 30110.00%0.02%0.07%Q2 2013Q3 202341
Tradewinds Capital Management, LLC 40400.01%0.44%1.17%Q4 2013Q3 202340
Capital Investment Advisors, LLC 3910.02%0.03%0.04%Q4 2013Q4 202340
Bartlett & Co. LLC 2650.00%0.00%0.00%Q2 2013Q1 202338
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
US BANCORP \DE\ 36360.00%0.00%0.00%Q2 2013Q1 202236
Penbrook Management LLC 24120.11%0.18%0.45%Q4 2013Q3 202336
JFS WEALTH ADVISORS, LLC 36360.01%0.55%0.88%Q4 2014Q3 202336
SIT INVESTMENT ASSOCIATES INC 35350.02%0.25%0.54%Q1 2015Q3 202335
Raymond James Financial Services Advisors, Inc. 3410.00%0.00%0.02%Q2 2013Q3 202335
Sheaff Brock Investment Advisors, LLC 32320.01%0.03%0.04%Q4 2015Q3 202332
JAMES INVESTMENT RESEARCH INC 31310.00%0.00%0.00%Q2 2013Q4 202031
CITIGROUP INC 1610.00%0.00%0.00%Q2 2013Q2 202231
RIVERNORTH CAPITAL MANAGEMENT, LLC 1120.01%0.47%1.09%Q3 2013Q3 202331
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.00%0.01%Q3 2013Q3 202330
STIFEL FINANCIAL CORP 30300.00%0.00%0.00%Q2 2016Q3 202330
Karpus Management, Inc. 1520.01%0.69%1.80%Q3 2013Q3 202330
AMERIPRISE FINANCIAL INC 2720.00%0.00%0.00%Q2 2013Q3 202329
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1710.00%0.00%0.01%Q3 2013Q1 202229
HUNTINGTON NATIONAL BANK 2610.00%0.00%0.00%Q4 2012Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 1970.00%0.00%0.01%Q2 2013Q4 201926
MACKAY SHIELDS LLC 26260.00%0.08%0.42%Q1 2015Q2 202126
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 910.02%0.07%0.31%Q4 2013Q3 202326
Prospera Financial Services Inc 1210.00%0.03%0.37%Q2 2013Q2 202325
Wealth Alliance Advisory Group, LLC 24240.10%0.15%0.26%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
COHEN & STEERS, INC. 1950.00%0.00%0.01%Q3 2016Q3 202324
Advisors Asset Management, Inc. 24240.00%0.06%0.12%Q2 2013Q1 201924
HOLLENCREST CAPITAL MANAGEMENT 2130.00%0.02%0.03%Q1 2016Q4 202224
BOKF, NA 1490.01%0.01%0.02%Q4 2017Q3 202323
ROBINSON CAPITAL MANAGEMENT, LLC 1310.42%1.06%3.23%Q4 2015Q3 202322
Barrett Asset Management, LLC 22220.01%0.01%0.01%Q2 2016Q3 202122
Cetera Advisor Networks LLC 1020.00%0.01%0.03%Q2 2016Q3 202222
Private Advisor Group, LLC 1010.00%0.01%0.02%Q4 2014Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Bramshill Investments, LLC 21210.20%2.28%4.22%Q3 2018Q3 202321
NORTHERN TRUST CORP 1510.00%0.00%0.00%Q4 2013Q1 202221
Essex Financial Services, Inc. 1910.03%0.04%0.06%Q2 2013Q4 201821
OPPENHEIMER & CO INC 1810.00%0.01%0.01%Q4 2013Q3 202321
American Portfolios Advisors 20200.00%0.00%0.00%Q4 2017Q3 202220
Invesco Ltd. 1550.00%0.00%0.00%Q4 2016Q1 202320
Prestige Wealth Management Group LLC 20200.00%0.01%0.02%Q4 2018Q3 202320
SMITH, MOORE & CO. 1810.10%0.15%0.20%Q3 2016Q1 202319
IFC Holdings Incorporated/FL 19190.06%0.09%0.12%Q2 2013Q4 201719
Segment Wealth Management, LLC 19190.03%0.14%0.22%Q2 2013Q4 201719
IBEX WEALTH ADVISORS 1610.15%0.33%0.59%Q4 2016Q4 202219
AQR Arbitrage LLC 720.00%0.03%0.14%Q1 2015Q3 202318
Edge Capital Group, LLC 18180.02%0.04%0.06%Q4 2018Q1 202318
Nuveen Asset Management, LLC 18180.00%0.00%0.01%Q2 2016Q3 202018
AdvisorNet Financial, Inc 18180.00%0.00%0.01%Q2 2019Q3 202318
Commonwealth Equity Services, Inc 18180.00%0.00%0.01%Q2 2013Q3 201718
Busey Bank 17170.00%0.03%0.07%Q3 2019Q3 202317
Creative Planning 880.00%0.00%0.00%Q2 2013Q2 201716
Kalos Management, Inc. 1150.05%0.08%0.11%Q4 2017Q4 202116
WOLVERINE ASSET MANAGEMENT LLC 510.00%0.01%0.02%Q3 2013Q3 202316
DOLIVER ADVISORS, LP 710.06%0.19%0.49%Q1 2013Q2 201815
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
PIN OAK INVESTMENT ADVISORS INC 15150.01%0.02%0.04%Q1 2020Q3 202315
Global Endowment Management, LP 15150.06%0.21%0.48%Q3 2013Q1 201715
D.A. DAVIDSON & CO. 1010.00%0.00%0.00%Q4 2013Q1 202215
IFP Advisors, Inc 1110.00%0.00%0.01%Q4 2015Q3 202215
Rockefeller Capital Management L.P. 14140.00%0.00%0.01%Q2 2020Q3 202314
Bremer Bank National Association 14140.03%0.03%0.04%Q1 2019Q2 202214
Selective Wealth Management, Inc. 910.01%0.02%0.11%Q3 2018Q3 202213
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 1120.05%0.06%0.10%Q2 2013Q4 201913
Bell Rock Capital LLC 13130.05%0.09%0.17%Q4 2016Q4 201913
Geneos Wealth Management Inc. 1210.00%0.00%0.01%Q1 2016Q3 202313
Baird Financial Group, Inc. 1210.00%0.00%0.00%Q3 2019Q3 202313
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 510.02%0.03%0.04%Q4 2013Q4 202213
BB&T SECURITIES, LLC 13130.00%0.01%0.01%Q2 2013Q2 201613
KEYBANK NATIONAL ASSOCIATION/OH 1210.00%0.00%0.00%Q4 2012Q4 201713
Horan Securities, Inc. 760.01%0.02%0.05%Q1 2020Q2 202313
Wealthcare Advisory Partners LLC 1010.01%0.02%0.05%Q1 2020Q3 202313
Gradient Investments LLC 12120.00%0.00%0.00%Q1 2018Q4 202012
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Financial Advocates Investment Management 12120.02%0.04%0.06%Q2 2020Q1 202312
NEW VERNON INVESTMENT MANAGEMENT LLC 12123.06%4.73%5.74%Q4 2013Q3 201612
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.02%0.04%0.08%Q4 2018Q3 202112
Accuvest Global Advisors 12120.14%0.44%0.95%Q2 2016Q1 201912
Jacobi Capital Management LLC 12120.00%0.00%0.00%Q4 2018Q3 202112
Vivaldi Capital Management LP 12120.09%0.63%1.93%Q3 2017Q2 202012
Steward Partners Investment Advisory, LLC 710.00%0.00%0.00%Q2 2017Q3 202311
Old North State Trust, LLC 11110.13%0.18%0.23%Q3 2018Q1 202111
West Family Investments, Inc. 11110.05%0.07%0.09%Q4 2013Q2 201611
WEDBUSH SECURITIES INC 710.01%0.02%0.02%Q4 2015Q1 202011
Proficio Capital Partners LLC 920.11%0.34%0.65%Q4 2015Q2 201911
Taylor Hoffman Wealth Management 910.00%0.00%0.01%Q4 2017Q2 202010
TRUIST FINANCIAL CORP 910.00%0.00%0.00%Q4 2019Q2 202210
Commonwealth Financial Services, LLC 10100.01%0.02%0.03%Q4 2014Q1 201710
TRUSTCORE FINANCIAL SERVICES, LLC 10100.00%0.00%0.01%Q4 2017Q1 202010
B. Riley Wealth Management, Inc. 10100.00%0.02%0.03%Q1 2020Q2 202210
Meristem Family Wealth, LLC 610.02%0.04%0.07%Q2 2019Q1 202210
Powell Investment Advisors, LLC 990.38%0.50%0.69%Q4 2019Q4 20219
UNITED CAPITAL FINANCIAL ADVISORS, LLC 990.00%0.00%0.01%Q2 2018Q2 20209
INVESTMENT CENTERS OF AMERICA INC 990.01%0.02%0.02%Q3 2015Q3 20179
Regal Investment Advisors LLC 610.02%0.06%0.08%Q3 2015Q4 20189
Dakota Wealth Management 510.02%0.06%0.14%Q1 2018Q3 20239
ADVANTAGE INVESTMENT MANAGEMENT, LLC 540.00%0.01%0.01%Q4 2014Q3 20179
DEUTSCHE BANK AG\ 990.00%0.00%0.00%Q2 2014Q2 20169
MARINER INVESTMENT GROUP LLC 440.30%1.06%1.94%Q1 2018Q4 20208
CoreFirst Bank & Trust 880.00%0.01%0.02%Q1 2021Q4 20228
Perkins Coie Trust Co 880.01%0.02%0.02%Q2 2021Q1 20238
B. Riley Wealth Advisors, Inc. 510.00%0.00%0.01%Q2 2014Q3 20238
NewEdge Advisors, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
ASSETMARK, INC 880.00%0.00%0.00%Q4 2021Q3 20238
Laurion Capital Management LP 310.00%0.02%0.07%Q4 2014Q2 20188
Ranch Capital Advisors Inc. 880.02%0.03%0.05%Q4 2019Q3 20218
NCM Capital Management, LLC 880.09%0.15%0.26%Q4 2021Q3 20238
ANCHOR CAPITAL ADVISORS LLC 770.01%0.01%0.01%Q1 2017Q3 20187
Edge Advisors, LLC 770.05%0.06%0.07%Q4 2016Q2 20187
Sunbelt Securities, Inc. 520.03%0.04%0.05%Q3 2019Q4 20217
Modera Wealth Management, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
PANAGORA ASSET MANAGEMENT INC 770.00%0.00%0.00%Q3 2019Q1 20217
SeaCrest Wealth Management, LLC 610.00%0.01%0.01%Q4 2017Q2 20227
MSI Financial Services Inc 770.00%0.00%0.00%Q2 2015Q4 20167
Fiera Capital Corp 770.01%0.03%0.04%Q4 2015Q2 20177
XML Financial, LLC 430.01%0.02%0.03%Q3 2021Q2 20237
Stratos Wealth Partners, LTD. 310.00%0.00%0.01%Q4 2017Q2 20227
Spire Wealth Management 770.00%0.00%0.00%Q1 2021Q3 20227
CORNERSTONE ADVISORS INC 770.06%0.14%0.22%Q2 2013Q4 20147
Rehmann Capital Advisory Group 770.00%0.00%0.00%Q1 2018Q3 20197
BARCLAYS PLC 410.00%0.00%0.00%Q2 2013Q4 20157
IHT Wealth Management, LLC 660.00%0.08%0.45%Q4 2016Q1 20186
6 Meridian 310.04%0.07%0.09%Q4 2017Q1 20216
AQR Capital Management 660.00%0.00%0.00%Q3 2013Q4 20146
Community Bank, N.A. 420.00%0.00%0.00%Q3 2020Q3 20226
Cresset Asset Management, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Ackerman Capital Advisors, LLC 310.04%0.08%0.11%Q4 2019Q3 20226
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q4 2013Q3 20236
Atlas Private Wealth Management, LLC 660.01%0.01%0.01%Q4 2019Q1 20216
JPMORGAN CHASE & CO 210.00%0.00%0.00%Q2 2013Q3 20236
BREMER TRUST NATIONAL ASSOCIATION 660.03%0.04%0.04%Q3 2017Q4 20186
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Equitable Holdings, Inc. 660.00%0.00%0.01%Q1 2020Q2 20216
RIVERBRIDGE PARTNERS LLC 660.00%0.01%0.01%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.00%0.00%0.00%Q2 2022Q3 20236
BlackRock Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Weiss Asset Management LP 210.01%0.04%0.08%Q4 2016Q4 20226
Quad-Cities Investment Group, LLC 660.02%0.02%0.02%Q2 2018Q3 20196
Archford Capital Strategies, LLC 210.00%0.09%0.42%Q4 2015Q1 20185
Kestra Advisory Services, LLC 550.00%0.00%0.01%Q3 2020Q3 20215
Krilogy Financial LLC 320.02%0.13%0.22%Q3 2017Q4 20195
Golden Green, Inc. 550.38%0.45%0.63%Q4 2020Q4 20215
Private Ocean, LLC 550.00%0.00%0.00%Q1 2018Q1 20195
NEXT Financial Group, Inc 550.01%0.01%0.01%Q3 2014Q3 20155
Allen Investment Management, LLC 550.01%0.02%0.03%Q2 2015Q2 20165
SIGNATUREFD, LLC 320.00%0.00%0.01%Q3 2013Q4 20215
FMR LLC 110.00%0.00%0.00%Q3 2019Q2 20235
Logan Stone Capital, LLC 410.11%0.34%0.48%Q1 2022Q3 20235
Compass Financial Group, INC/SD 550.06%0.07%0.09%Q4 2022Q4 20235
PATHSTONE FAMILY OFFICE, LLC 310.00%0.05%0.25%Q3 2013Q4 20205
Tower Research Capital LLC (TRC) 320.00%0.00%0.00%Q4 2013Q1 20165
WASHINGTON TRUST Co 550.00%0.00%0.01%Q3 2020Q3 20215
Virtu KCG Holdings LLC 210.00%0.01%0.02%Q4 2013Q4 20165
VSR Financial Services, Inc. 550.01%0.02%0.03%Q2 2015Q2 20165
THOMPSON SIEGEL & WALMSLEY LLC 550.00%0.00%0.00%Q3 2014Q3 20155
1919 Investment Counsel, LLC 550.00%0.00%0.00%Q2 2013Q2 20145
RMB Capital Management, LLC 110.00%0.01%0.02%Q1 2015Q4 20205
Advisory Services Network, LLC 440.01%0.01%0.02%Q4 2019Q3 20204
NORTHWEST INVESTMENT COUNSELORS, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
FSA Wealth Management LLC 310.01%0.01%0.01%Q4 2019Q4 20204
BESSEMER GROUP INC 440.00%0.00%0.00%Q1 2022Q4 20224
OPTIMUM INVESTMENT ADVISORS 440.01%0.01%0.01%Q2 2014Q1 20154
Allworth Financial LP 310.00%0.00%0.01%Q3 2017Q2 20234
AMP Capital Investors Ltd 440.00%0.00%0.01%Q1 2014Q4 20144
Running Point Capital Advisors, LLC 440.06%0.06%0.07%Q1 2022Q4 20224
ALLIANCEBERNSTEIN L.P. 440.01%0.01%0.01%Q1 2014Q4 20144
Riggs Asset Managment Co. Inc. 440.03%0.03%0.03%Q3 2014Q2 20154
Brendel Financial Advisors LLC 310.04%0.13%0.16%Q1 2019Q2 20214
Pinnacle Bancorp, Inc. 440.03%0.05%0.06%Q2 2022Q1 20234
Newbridge Financial Services Group, Inc. 440.02%0.02%0.03%Q3 2020Q2 20214
Financial Engines Advisors L.L.C. 310.00%0.00%0.00%Q2 2022Q2 20234
Bank of New York Mellon Corp 210.00%0.00%0.00%Q2 2013Q3 20234
Moors & Cabot, Inc. 220.01%0.01%0.01%Q3 2022Q3 20234
Liberty Street Advisors, Inc. 442.99%3.53%4.00%Q4 2014Q3 20154
CKW FINANCIAL GROUP 440.01%0.01%0.01%Q2 2018Q1 20194
Carnegie Capital Asset Management, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
MELFA WEALTH MANAGEMENT, INC. 440.28%0.33%0.36%Q4 2022Q3 20234
NEW ENGLAND SECURITIES CORP /MA/ 220.00%0.01%0.02%Q2 2013Q4 20144
DRW Securities, LLC 330.02%0.03%0.04%Q2 2014Q4 20143
Wealthspire Advisors, L.P. 330.00%0.00%0.00%Q1 2018Q3 20183
MERCER GLOBAL ADVISORS INC /ADV 210.00%0.00%0.00%Q1 2022Q4 20223
Hennion & Walsh Asset Management, Inc. 330.05%0.11%0.15%Q1 2023Q3 20233
Parkside Financial Bank & Trust 330.11%0.17%0.28%Q3 2016Q1 20173
M&R CAPITAL MANAGEMENT INC 330.00%0.01%0.01%Q4 2022Q2 20233
HARBOUR INVESTMENTS, INC. 330.01%0.01%0.01%Q1 2021Q3 20213
D'Orazio & Associates, Inc. 330.00%0.00%0.00%Q2 2016Q4 20163
Beverly Hills Private Wealth, LLC 330.02%0.03%0.04%Q1 2023Q3 20233
Washington Trust Advisors, Inc. 330.01%0.01%0.01%Q4 2021Q2 20223
Laird Norton Wetherby Wealth Management, LLC 210.03%0.04%0.04%Q2 2016Q2 20173
KESTRA PRIVATE WEALTH SERVICES, LLC 330.00%0.00%0.01%Q4 2022Q2 20233
Virtu Financial LLC 210.01%0.01%0.01%Q2 2022Q3 20233
Institute for Wealth Management, LLC. 330.02%0.03%0.03%Q1 2023Q3 20233
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q2 2017Q3 20183
Partnervest Advisory Services LLC 330.05%0.05%0.06%Q2 2019Q4 20193
OTA Financial Group L.P. 110.13%0.20%0.30%Q2 2013Q3 20203
CLOUGH CAPITAL PARTNERS L P 330.02%0.03%0.04%Q1 2018Q3 20183
CoreCap Advisors, LLC 110.00%0.00%0.01%Q4 2021Q4 20223
North Star Investment Management Corp. 210.00%0.00%0.00%Q1 2014Q3 20213
FORVIS Wealth Advisors, LLC 330.01%0.01%0.01%Q4 2017Q2 20183
Hightower 6M Holding, LLC 330.06%0.06%0.07%Q1 2022Q3 20223
Fortitude Advisory Group L.L.C. 220.01%0.01%0.01%Q4 2021Q1 20222
Compass Wealth Management LLC 220.02%0.02%0.02%Q2 2023Q3 20232
TOTH FINANCIAL ADVISORY CORP 220.00%0.00%0.00%Q2 2020Q3 20202
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.01%Q2 2013Q1 20152
SEI INVESTMENTS CO 220.00%0.00%0.00%Q1 2018Q2 20182
PERSONAL CFO SOLUTIONS, LLC 220.02%0.04%0.06%Q1 2022Q2 20222
FineMark National Bank & Trust 220.00%0.00%0.00%Q4 2013Q1 20142
TAM Capital Management Inc. 220.35%0.38%0.41%Q4 2014Q1 20152
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
MCIA Inc 220.05%0.05%0.05%Q2 2017Q3 20172
Gruss Capital Management LP 220.06%0.07%0.07%Q4 2013Q1 20142
FIRST FINANCIAL CORP /IN/ 220.00%0.00%0.00%Q3 2017Q4 20172
Cornerstone Wealth Management, LLC 220.02%0.02%0.02%Q2 2018Q3 20182
Advisor Resource Council 110.02%0.02%0.03%Q2 2021Q4 20212
MACROVIEW INVESTMENT MANAGEMENT LLC 220.09%0.10%0.10%Q2 2018Q3 20182
SG Americas Securities, LLC 110.00%0.00%0.00%Q4 2013Q4 20142
NOMURA HOLDINGS INC 220.00%0.00%0.00%Q1 2023Q2 20232
FARMERS & MERCHANTS INVESTMENTS INC 220.00%0.00%0.00%Q1 2019Q2 20192
ALBION FINANCIAL GROUP /UT 220.01%0.01%0.01%Q4 2021Q1 20222
Herold Advisors, Inc. 110.03%0.03%0.04%Q3 2021Q1 20222
Paragon Wealth Strategies, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
Marathon Partners Equity Management, LLC 220.35%0.41%0.48%Q4 2013Q1 20142
Seelaus Asset Management LLC 220.09%0.12%0.14%Q4 2020Q1 20212
AFT, FORSYTH & COMPANY, INC. 220.01%0.01%0.01%Q2 2013Q3 20132
NEWGATE CAPITAL MANAGEMENT LLC 220.46%0.46%0.46%Q2 2015Q3 20152
Yorktown Management & Research Co Inc 220.52%0.58%0.65%Q1 2016Q2 20162
Paloma Partners Management Co 220.01%0.01%0.01%Q2 2013Q3 20132
TFS CAPITAL LLC 110.04%0.05%0.06%Q3 2013Q1 20142
Woodline Partners LP 220.00%0.00%0.00%Q1 2023Q2 20232
Avior Wealth Management, LLC 220.01%0.01%0.01%Q1 2015Q2 20152
ETRADE Capital Management LLC 220.00%0.00%0.00%Q2 2013Q3 20132
Inscription Capital, LLC 220.05%0.07%0.08%Q4 2018Q1 20192
Merit Financial Group, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
REGIONS FINANCIAL CORP 220.00%0.00%0.00%Q1 2018Q2 20182
EPG Wealth Management LLC 220.04%0.04%0.04%Q4 2019Q1 20202
WealthBridge Capital Management, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Thomas J. Herzfeld Advisors, Inc. 220.04%0.04%0.04%Q1 2016Q2 20162
Squarepoint Ops LLC 110.01%0.01%0.02%Q4 2016Q4 20172
McAdam, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
FIR TREE CAPITAL MANAGEMENT LP 110.18%0.18%0.18%Q3 2013Q3 20131
Ausdal Financial Partners, Inc. 110.03%0.03%0.03%Q4 2015Q4 20151
Ford Financial Group, LLC 110.08%0.08%0.08%Q4 2017Q4 20171
Walleye Capital LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Evercore Wealth Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q2 2023Q2 20231
WealthTrust Fairport, LLC 110.01%0.01%0.01%Q4 2014Q4 20141
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q1 2023Q1 20231
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q3 2018Q3 20181
J.W. COLE ADVISORS, INC. 110.01%0.01%0.01%Q3 2020Q3 20201
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
INVESTMENT PARTNERS, LTD. 110.11%0.11%0.11%Q1 2016Q1 20161
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
NINE MASTS CAPITAL Ltd 110.13%0.13%0.13%Q3 2018Q3 20181
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q3 2013Q3 20131
Glass Jacobson Investment Advisors llc 110.01%0.01%0.01%Q4 2022Q4 20221
Family Management Corp 110.07%0.07%0.07%Q4 2022Q4 20221
Clearstead Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
CALTON & ASSOCIATES, INC. 110.01%0.01%0.01%Q4 2017Q4 20171
Merrion Investment Management Co, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q1 2017Q1 20171
Cerity Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
HL FINANCIAL SERVICES LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Doyle Wealth Management 110.02%0.02%0.02%Q1 2022Q1 20221
Independent Advisor Alliance 110.02%0.02%0.02%Q4 2019Q4 20191
Fortis Group Advisors, LLC 110.09%0.09%0.09%Q3 2020Q3 20201
TWO SIGMA SECURITIES, LLC 110.05%0.05%0.05%Q4 2016Q4 20161
Merriman Wealth Management, LLC 110.04%0.04%0.04%Q4 2018Q4 20181
Sandy Spring Bank 110.00%0.00%0.00%Q3 2018Q3 20181
Advanced Asset Management Advisors Inc 110.00%0.00%0.00%Q4 2022Q4 20221
ADVISOR PARTNERS II, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Truvestments Capital LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Centerpoint Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Bellwether Advisors, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q3 2016Q3 20161
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Pinnacle Wealth Planning Services, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
Citadel Advisors 110.00%0.00%0.00%Q3 2021Q3 20211
GIRARD PARTNERS LTD. 110.01%0.01%0.01%Q3 2018Q3 20181
WFG Advisors, LP 110.00%0.00%0.00%Q2 2013Q2 20131
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q4 2022Q4 20221
Samson Capital Advisors LLC 111.82%1.82%1.82%Q3 2015Q3 20151
CWM, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
CITIZENS FINANCIAL GROUP INC/RI 110.00%0.00%0.00%Q2 2017Q2 20171
Live Your Vision, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
BlueCrest Capital Management Ltd 110.02%0.02%0.02%Q4 2017Q4 20171
External links

This page lists all the filers that currently own INVESCO MUN TR or have owned INVESCO MUN TR in the past.