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Invesco Insured Municipal Income Trust shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory 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 Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Insured Municipal Income Trust by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 96k 12.88
2024-06-30 $1.2M 96k 12.34

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Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
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Dimensional Etf Trust Us Core Equity 2 (DFAC)
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Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core Total Usd (IUSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Extend Mkt Etf (VXF)

View all positions for Sontag Advisory

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