Invesco Value Municipal Income Trust
IIM- Exchange
- NYSE
- SEC CIK
- 0000885601
No open-market purchases or sales by Invesco Value Municipal Income Trust insiders were filed in the last 90 days; 87 institutions reported holding it in 13F filings for Q2 2026, worth $102.5M in total; no superinvestor holds it.
Q2 2023 vs. Q1 2023
How the institutions holding Invesco Value Municipal Income Trust changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Q2 2023 | Change |
|---|---|---|---|
| Holders | 86 | 85 | −1 |
| Shares | 8.36M | 8.86M | +497.5K (+5.9%) |
| Value | $102.1M | $104.8M | +$2.78M (+2.7%) |
New holders (7)
Institutions that held Invesco Value Municipal Income Trust at the end of Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| TriaGen Wealth Management LLC | 33,734 | $398.7K | 0.18% |
| Goldman Sachs Group Inc | 23,613 | $279.1K | 0.00% |
| Mariner, LLC | 20,045 | $237.0K | 0.00% |
| Summit Trail Advisors, LLC | 15,133 | $178.9K | 0.01% |
| Ashton Thomas Private Wealth, LLC | 15,000 | $177.3K | 0.01% |
| Koshinski Asset Management, Inc. | 11,978 | $141.6K | 0.02% |
| Moody National Bank Trust Division | 10,025 | $118.5K | 0.01% |
Sold out (8)
Institutions that held Invesco Value Municipal Income Trust at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Walleye Capital LLC | 17,196 | $209.8K |
| First Trust Advisors LP | 11,474 | $140.0K |
| Creative Capital Management Investments LLC | 3,000 | $36.6K |
| Ruedi Wealth Management, Inc. | 691 | $8.43K |
| Tradition Wealth Management, LLC | 500 | $6.00K |
| Advisory Services Network, LLC | 473 | $5.77K |
| FMR LLC | 1 | $12 |
| Tower Research Capital LLC (TRC) | 3 | $0 |