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Measured Wealth Private Client Group, LLC

SEC CIK
0001720235
Latest filing
Aug 10, 2026

IIM holding history

Invesco Value Municipal Income Trust in every 13F filed by Measured Wealth Private Client Group, 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 (Q2 2026)
1,334
Value
$17.0K
% of portfolio
<0.1%
Quarters held
4
Since Q3 2025
Holdings of IIM by Measured Wealth Private Client Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,334$17.0K<0.1%00.0%UnchangedHolders
Q1 20261,334$16.2K<0.1%00.0%UnchangedHolders
Q4 20251,334$16.4K<0.1%00.0%UnchangedHolders
Q3 20251,334$16.7K<0.1%+1,334NewHolders