Legacy Wealth Planning »

Invesco Insured Municipal Income Trust shares owned by Legacy Wealth Planning

Quarter-by-quarter ownership of Invesco Insured Municipal Income Trust (IIM) shares owned by Legacy Wealth Planning from 13F filings

Historical chart of Legacy Wealth Planning investment in Invesco Insured Municipal Income Trust

Tip: Access up to 7 years of quarterly data

All positions including Invesco Insured Municipal Income Trust held by Legacy Wealth Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Invesco Insured Municipal Income Trust by Legacy Wealth Planning

Quarter filed Position value Share count Share price at filing
2022-09-30 $226k 20k 11.49
2022-06-30 $253k 20k 12.87
2022-03-31 $274k 20k 13.93
2021-12-31 $453k 27k 17.05
2021-09-30 $436k 27k 16.32
2021-06-30 $441k 27k 16.51
2021-03-31 $419k 27k 15.68
2020-12-31 $418k 27k 15.65
2020-09-30 $393k 27k 14.71
2020-06-30 $298k 21k 14.43
2020-03-31 $292k 21k 14.14
2019-12-31 $316k 21k 15.30

More positions owned by Legacy Wealth Planning

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Wisdomtree Tr Glb High Div Fd (DEW)
Apple (AAPL)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)
Charles River Laboratories (CRL)
Nuveen Mun High Income Opp F (NMZ)

View all positions for Legacy Wealth Planning

Top funds holding Invesco Insured Municipal Income Trust

Bank of America Corporation
Hennion & Walsh Asset Management
Guggenheim Capital, LLC Managers
Rivernorth Capital Management
Morgan Stanley
Robinson Capital Management
Advisors Asset Management
Wells Fargo & Company
Van Eck Associates Corp.
Raymond James Financial Services Advisors
Kennedy Investment Group
CNH Partners
Rareview Capital
LPL Financial
Commonwealth Equity Services

View all funds holding Invesco Insured Municipal Income Trust