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Invesco Quality Municipal Inc Trust shares owned by JFS Wealth Advisors

Quarter-by-quarter ownership of Invesco Quality Municipal Inc Trust (IQI) shares owned by JFS Wealth Advisors from 13F filings

Historical chart of JFS Wealth Advisors investment in Invesco Quality Municipal Inc Trust

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All positions including Invesco Quality Municipal Inc Trust held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Quality Municipal Inc Trust by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 144k 10.44
2024-06-30 $83k 8.4k 9.92
2024-03-31 $80k 8.2k 9.68
2023-12-31 $77k 8.1k 9.51
2023-09-30 $2.1M 252k 8.39
2023-06-30 $2.4M 254k 9.56
2023-03-31 $2.5M 253k 9.98
2022-12-31 $2.4M 253k 9.42
2022-09-30 $2.3M 253k 9.13
2022-06-30 $94k 9.2k 10.18
2022-03-31 $3.8M 338k 11.33
2021-12-31 $4.6M 336k 13.59
2021-09-30 $4.4M 334k 13.18
2021-06-30 $4.5M 332k 13.50
2021-03-31 $4.3M 329k 12.97
2020-12-31 $3.8M 293k 13.04
2020-09-30 $3.6M 291k 12.36
2020-06-30 $3.0M 254k 11.92
2020-03-31 $2.5M 216k 11.71
2019-12-31 $2.7M 216k 12.58
2019-09-30 $2.8M 215k 12.79
2019-06-30 $2.7M 214k 12.42
2019-03-31 $2.6M 212k 12.11
2018-12-31 $2.4M 210k 11.22
2018-09-30 $2.4M 206k 11.58
2018-06-30 $2.4M 203k 11.92
2018-03-31 $2.4M 200k 11.90
2017-12-31 $2.5M 197k 12.51
2017-09-30 $2.5M 195k 12.80
2017-06-30 $2.4M 192k 12.74
2017-03-31 $2.4M 190k 12.40
2016-12-31 $2.4M 190k 12.40
2016-09-30 $2.0M 144k 13.80
2016-06-30 $1.9M 141k 13.82
2016-03-31 $1.8M 139k 13.23
2015-12-31 $1.7M 137k 12.69
2015-09-30 $1.6M 135k 12.15
2015-06-30 $1.6M 133k 11.82
2015-03-31 $1.6M 124k 12.56
2014-12-31 $764k 61k 12.48

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Ishares Tr S&p 500 Val Etf (IVE)

View all positions for JFS Wealth Advisors

Top funds holding Invesco Quality Municipal Inc Trust

Karpus Investment Management
Rivernorth Capital Management
Hennion & Walsh Asset Management
Guggenheim Capital, LLC Managers
Allspring Global Investments Holdings
Raymond James & Associates
Robinson Capital Management
Pathstone Holdings
City of London Investment Management Company
Raymond James Financial Services Advisors
Allianz Asset Management
Morgan Stanley
Logan Stone Capital
Van Eck Associates Corp.
Wells Fargo & Company

View all funds holding Invesco Quality Municipal Inc Trust