Leo Wealth, LLC

SEC CIK: 0001912202
Latest filing: May 5, 2026

SEC filings (opens in a new tab)

IIM holding history

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

IIM overview All 13F holders of IIM Full Q1 2026 holdings

Shares (Q2 2024): 0; Sold out in Q2 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2023

Holdings of IIM by Leo Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2024	0	$0	0.0%	−140,745−100.0%	Sold out	Holders
Q1 2024	140,745	$1.69M	0.2%	+12,465+9.7%	Added	Holders
Q4 2023	128,280	$1.51M	0.2%	–	No prior filing	Holders