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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

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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
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

More positions owned by Wellspring Financial Advisors

Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Vanguard Value Etf Value Etf (VTV)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Ishares S&p 500 Index Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Spdr Ser Tr S&p Divid Etf S&p Divid Etf (SDY)
Industrial Select Sector Spdr Sbi Int-inds (XLI)
Vanguard High Dividend Yield High Div Yld (VYM)
Ishares 7-10 Year Treasury Bond Etf 7-10 Yr Trsy Bd (IEF)
Vanguard Growth Etf Growth Etf (VUG)
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)

View all positions for Wellspring Financial Advisors

Top funds holding Invesco Quality Municipal Inc Trust

Rivernorth Capital Management
Guggenheim Capital, LLC Managers
Allspring Global Investments Holdings
Raymond James & Associates
Pathstone Holdings
Logan Stone Capital
Hennion & Walsh Asset Management
Van Eck Associates Corp.
CNH Partners
Robinson Capital Management
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Lido Advisors
Cambridge Investment Research Advisors

View all funds holding Invesco Quality Municipal Inc Trust