Invesco Value MUN Income Tr (IIM): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of IIM (all 13F filers)
- Hennion & Walsh Asset Management1.2 MType not verified+450 K
- Guggenheim Capital987 KType not verified−57 K
- Bank of America713 KBank or trading desk−502 K
- Morgan Stanley692 KBank or trading desk+9,810
- UBS Group590 KBank or trading desk+1,251
- Wells Fargo572 KBank or trading desk−26 K
- Wagner Wealth Management342 KWealth adviser+86 K
- Raymond James Financial318 KWealth adviser+59 K
- VAN ECK Associates269 KInvestment firm+7,307
- LPL Financial219 KWealth adviser+33 K
- Shares
- 1.2 M
- Change
- +450 K
See more
- Type
- Type not verified
- Value
- $14.8M
- Shares
- 987 K
- Change
- −57 K
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- Type
- Type not verified
- Value
- $12.6M
- Shares
- 713 K
- Change
- −502 K
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- Type
- Bank or trading desk
- Value
- $9.1M
- Shares
- 692 K
- Change
- +9,810
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- Type
- Bank or trading desk
- Value
- $8.8M
- Shares
- 590 K
- Change
- +1,251
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- Type
- Bank or trading desk
- Value
- $7.5M
- Shares
- 572 K
- Change
- −26 K
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- Type
- Bank or trading desk
- Value
- $7.3M
- Wagner Wealth Management
- Shares
- 342 K
- Change
- +86 K
See more
- Type
- Wealth adviser
- Value
- $4.4M
- Shares
- 318 K
- Change
- +59 K
See more
- Type
- Wealth adviser
- Value
- $4.1M
- Shares
- 269 K
- Change
- +7,307
See more
- Type
- Investment firm
- Value
- $3.4M
- Shares
- 219 K
- Change
- +33 K
See more
- Type
- Wealth adviser
- Value
- $2.8M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
This list may be incomplete: we hold 13D and 13G filings made since December 2024. A holder above 5% that has not filed anything since then is not shown here.
No recent filings.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗