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 2026 vs. Q1 2026
How the institutions holding Invesco Value Municipal Income Trust changed between Q1 2026 and Q2 2026.
All holders in Q2 2026All holders in Q1 2026
| Measure | Q1 2026 | Of which not filed for Q2 2026 | Q2 2026 | Change |
|---|---|---|---|---|
| Holders | 96 | 1 | 87 | −8 |
| Shares | 8.22M | 1.01K | 8.05M | −170.0K (−2.1%) |
| Value | $100.0M | $12.3K | $102.5M | +$2.54M (+2.5%) |
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.
New holders (5)
Institutions that held Invesco Value Municipal Income Trust at the end of Q2 2026 but not at the end of Q1 2026.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| XTX Topco Ltd | 18,137 | $230.9K | 0.00% |
| Susquehanna International Group, LLP | 11,457 | $145.8K | 0.00% |
| Vaquero Private Wealth, Ltd | 11,451 | $145.8K | 0.03% |
| Global Retirement Partners, LLC | 1,290 | $16.4K | 0.00% |
| IMA Wealth, Inc. | 134 | $1.71K | 0.00% |
Sold out (13)
Institutions that held Invesco Value Municipal Income Trust at the end of Q1 2026 and filed for Q2 2026 without it.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| Arkadios Wealth Advisors | 234,328 | $2.85M |
| Advisors Asset Management, Inc. | 41,738 | $507.5K |
| Jane Street Group, LLC | 37,704 | $458.5K |
| Savant Capital, LLC | 25,769 | $313.4K |
| Wealth Enhancement Advisory Services, LLC | 11,859 | $142.8K |
| Marex Group plc | 10,200 | $124.0K |
| Wedbush Securities Inc | 10,031 | $122.0K |
| Atlantic Union Bankshares Corp | 4,000 | $48.6K |
| Hanson & Doremus Investment Management | 1,138 | $14.0K |
| Activest Wealth Management | 800 | $9.73K |
| RWM Asset Management, LLC | 516 | $6.28K |
| Abound Wealth Management | 500 | $6.08K |
| Jones Financial Companies LLLP | 59 | $706 |
Not filed for Q2 2026 yet (1)
Institutions that held Invesco Value Municipal Income Trust at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| CWM, LLC | 1,014 | $12.3K |