IQI

Invesco Quality Muni Inc Tr

Latest period2024 - Q4Total superinvestors16

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, 16 superinvestors own shares of Invesco Quality Muni Inc Tr (IQI), 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 Quality Muni Inc Tr (IQI), 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 Quality Muni Inc Tr (IQI) 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 Quality Muni Inc Tr (IQI) 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 -11.52%
0.42%
$9.185M
931,509 shares@ 9.87 avg price
Lois Beckmen@Riverbridge Partners Llc
Recent Activity
Decreased -14.2%
0.01%
$674,483
68,406 shares@ 9.86 avg price
Kayla Berg@Dakota Wealth Management
Recent Activity
Decreased -7.55%
0.02%
$451,835
45,825 shares@ 9.87 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 23.16%
0.01%
$433,000
43,904 shares@ 9.87 avg price
Victor Davis@Davis Investment Partners, Llc
Recent Activity
Increased 1.93%
0.16%
$375,623
38,684 shares@ 9.72 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Increased 5.95%
0.01%
$313,504
31,796 shares@ 9.86 avg price
Jeffrey A. Smith@Atomi Financial Group, Inc.
Recent Activity
Decreased -6.24%
0.02%
$214,196
21,724 shares@ 9.86 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Increased 42.4%
0.01%
$193,433
19,618 shares@ 9.86 avg price
Victor Melfa Jr.@Melfa Wealth Management, Inc.
Recent Activity
0.11%
$151,295
15,344 shares@ 9.87 avg price
Jason P Edgar@Bar Harbor Wealth Management
Recent Activity
0.01%
$131,611
13,348 shares@ 9.86 avg price