IIM

Invesco Value Municipal Inco

Latest period2024 - Q4Total superinvestors10

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 10 superinvestors own shares of Invesco Value Municipal Inco (IIM), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Invesco Value Municipal Inco (IIM), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Invesco Value Municipal Inco (IIM) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Invesco Value Municipal Inco (IIM) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
Recent Activity
Decreased -12.6%
0.52%
$11.481M
965,643 shares@ 11.89 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Decreased -2.31%
0.02%
$812,986
68,376 shares@ 11.89 avg price
Victor Davis@Davis Investment Partners, Llc
Recent Activity
Increased 1.91%
0.2%
$465,949
39,090 shares@ 11.92 avg price
MICHAEL SCHNECK@Gridiron Partners, Llc
Recent Activity
0.22%
$341,730
28,741 shares@ 11.89 avg price
Aryn Sands@Lauer Wealth, Llc
Recent Activity
New Position
0.13%
$190,074
15,986 shares@ 11.9 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$149,537
11,610 shares@ 12.89 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
New Position
0.01%
$53,505
4,500 shares@ 11.89 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
0.01%
$22,413
1,885 shares@ 11.9 avg price
Lorraine Wang@Gamma Investing Llc
Recent Activity
0.01%
$2,984
251 shares@ 11.89 avg price
Breann Mataia@Kozak & Associates, Inc.
Recent Activity
Increased 1.49%
0.01%
$2,495
205 shares@ 12.18 avg price