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Invesco Quality Municipal Inc Trust shares owned by Wellspring Financial Advisors

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

Historical chart of Wellspring Financial Advisors investment in Invesco Quality Municipal Inc Trust

Tip: Access up to 7 years of quarterly data

All positions including Invesco Quality Municipal Inc Trust held by Wellspring Financial 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 Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $288k 29k 9.92
2024-03-31 $155k 16k 9.68
2023-09-30 $134k 16k 8.39
2023-06-30 $153k 16k 9.56
2023-03-31 $160k 16k 9.98
2022-12-31 $151k 16k 9.42

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Vanguard Value Etf Value Etf (VTV)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY)
Ishares 7-10 Year Treasury Bond Etf 7-10 Yr Trsy Bd (IEF)
Ishares S&p Smallcap 600 Etf Core S&p Scp Etf (IJR)

View all positions for Wellspring Financial 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