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Curio Wealth, LLC

SEC CIK
0002049201
Latest filing
Aug 7, 2026

IIM holding history

Invesco Value Municipal Income Trust in every 13F filed by Curio Wealth, 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 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q4 2024
Holdings of IIM by Curio Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−2,347−100.0%Sold outHolders
Q3 20252,347$29.5K<0.1%+45+2.0%AddedHolders
Q2 20252,302$26.8K<0.1%+2,300+115,000.0%AddedHolders
Q1 20252$32.3K<0.1%−2,719−99.9%ReducedHolders
Q4 20242,721$32.3K<0.1%–No prior filingHolders