Summit Trail Advisors, LLC
- SEC CIK
- 0001698478
- Latest filing
- Aug 11, 2026
IIM holding history
Invesco Value Municipal Income Trust in every 13F filed by Summit Trail Advisors, LLC, 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 (Q4 2023)
- 0
- Sold out in Q4 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 3
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 0 | $0 | 0.0% | −12,667−100.0% | Sold out | Holders |
| Q3 2023 | 12,667 | $131.7K | <0.1% | −2,466−16.3% | Reduced | Holders |
| Q2 2023 | 15,133 | $178.9K | <0.1% | +15,133 | New | Holders |
| Q1 2023 | 0 | $0 | 0.0% | −20,412−100.0% | Sold out | Holders |
| Q4 2022 | 20,412 | $246.0K | <0.1% | +20,412 | New | Holders |