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Retirement Planning Group

SEC CIK
0001508195
Latest filing
Aug 5, 2026

IIM holding history

Invesco Value Municipal Income Trust in every 13F filed by Retirement Planning Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IIM overviewAll 13F holders of IIMFull Q2 2026 holdings

Shares (Q2 2026)
38,862
Value
$494.7K
% of portfolio
<0.1%
Quarters held
2
Since Q1 2026
Holdings of IIM by Retirement Planning Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202638,862$494.7K<0.1%−6,690−14.7%ReducedHolders
Q1 202645,552$553.9K<0.1%+45,552NewHolders