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Disclosery

IIM INVESCO VALUE MUN INCOME TR

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COM (fund), issuer CIK 885601

96 managers (96 13F filers) reported a position in IIM shares at 2026-03-31, 8,233,036 shares in all. 15 filers opened a position and 14 filers sold out during the quarter.

Managers
96
13F filers
96
New
15
Added
28
Reduced
18
Sold out
14
Shares held by filers
8,233,036

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,214,485$14.8M<0.01%-473,61413F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,044,355$12.7M0.1%-74,96413F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.712,545$8.66M0.29%+77,99013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY681,888$8.29M<0.01%+7,15813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN597,877$7.27M<0.01%+27,00613F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG588,675$7.16M<0.01%+39413F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP261,993$3.19M<0.01%+21,32813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC259,776$3.16M<0.01%+13,90913F-HRTimelineGroup
Wagner Wealth Management, LLC256,097$3.11M0.63%+22,92113F-HRTimeline
Arkadios Wealth Advisors234,328$2.85M0.05%new13F-HRTimeline
LPL Financial LLC186,354$2.27M<0.01%-55,61313F-HRTimeline
Cetera Investment Advisers170,394$2.07M<0.01%+13,02813F-HRTimeline
HUB Investment Partners, LLC169,996$2.07M0.05%+50013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC165,329$2.01M<0.01%+11,78113F-HRTimeline
NewEdge Advisors, LLC108,688$1.32M<0.01%-13,97313F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP106,215$1.29M<0.01%-1,90213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.95,459$1.16M<0.01%-79713F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…91,627$1.11M<0.01%+47313F-HRTimelineGroup
Whipplewood Advisors, LLC81,888$996K0.52%-1,06813F-HRTimeline
D.A. DAVIDSON & CO.72,538$882K0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA65,637$798K<0.01%+31513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC59,435$723K<0.01%+4,13813F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…58,358$710K<0.01%+14,42913F-HRTimeline
&PARTNERS52,518$639K<0.01%+9,16213F-HRTimeline
Retirement Planning Group, LLC45,552$554K0.02%new13F-HRTimeline
Capital Investment Advisors, LLC44,389$540K0.01%-7,07513F-HR/ATimeline
LexAurum Advisors, LLC43,704$531K0.07%13F-HRTimeline
Davis Investment Partners, LLC43,006$523K0.18%+79313F-HRTimeline
Advisors Asset Management, Inc.41,738$508K0.01%-88,91213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC37,704$458K<0.01%+7,57913F-HRTimelineGroup
Tyche Wealth Partners LLC34,840$424K0.07%013F-HRTimeline
Wealth Quarterback LLC30,877$375K0.15%-23,31413F-HRTimeline
Cornerstone Wealth Management, LLC27,953$340K0.02%+10,04713F-HRTimeline
Fortitude Advisory Group L.L.C.26,600$323K0.15%013F-HRTimeline
Private Advisor Group, LLC26,035$317K<0.01%-66213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC25,769$313K<0.01%+2,45213F-HRTimelineGroup
Gridiron Partners, LLC25,233$307K0.19%-3,50813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…24,431$297K<0.01%+9,50013F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.24,324$296K<0.01%13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC23,613$287K<0.01%-1,10013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC21,553$262K<0.01%+14,88213F-HRTimelineGroup
WESCAP Management Group, Inc.20,244$246K0.05%new13F-HRTimeline
Nuveen, LLCin group TIAA19,251$234K<0.01%013F-HRTimelineGroup
Integrated Wealth Concepts LLC18,200$221K<0.01%+3,00013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT18,180$221K0.01%+2,01313F-HRTimeline
Family Manage LLC17,526$213K0.03%013F-HRTimeline
Lauer Wealth, LLC16,500$203K0.16%013F-HRTimeline
Zinnia Wealth Advisory, LLC14,277$174K0.19%+26213F-HRTimeline
Uniting Wealth Partners, LLC13,873$169K0.04%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\13,097$159K<0.01%013F-HRTimelineGroup
Plan Group Financial, LLC12,865$156K0.04%013F-HRTimeline
Avior Wealth Management, LLC12,600$153K<0.01%013F-HRTimeline
River Street Advisors LLC12,514$152K0.05%013F-HRTimeline
Beacon Pointe Advisors, LLC12,452$151K<0.01%-2,19713F-HRTimeline
Quantinno Capital Management LP12,359$150K<0.01%new13F-HRTimeline
Maridea Wealth Management LLC12,160$148K0.02%013F-HRTimeline
Citizens National Bank Trust Department12,100$147K0.02%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,859$143K<0.01%+97313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS11,477$140K<0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,360$138K<0.01%new13F-HRTimelineGroup
Marex Group Ltdin group Marex Group Ltd10,200$124K<0.01%new13F-HRTimelineGroup
WEDBUSH SECURITIES INC10,031$122K<0.01%013F-HRTimeline
Todd Wealth Management, LLC10,000$122K0.11%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,635$92.8K<0.01%013F-HRTimelineGroup
Hilltop National Bank4,208$51.2K0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp4,000$48.6K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…4,000$48.6K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC3,500$42.6K0.02%013F-HRTimeline
Allworth Financial LP2,925$35.6K<0.01%+3413F-HRTimeline
HARBOUR INVESTMENTS, INC.2,785$33.9K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,894$23K<0.01%-2,29413F-HRTimelineGroup
AdvisorNet Financial, Inc1,885$22.9K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC1,473$17.9K0.01%013F-HRTimeline
CoreCap Advisors, LLC1,358$16.5K<0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…1,334$16.2K<0.01%013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…1,156$14K<0.01%new13F-HRTimelineGroup
Hanson & Doremus Investment Management1,138$14K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC1,014$12.3K<0.01%013F-HRTimelineGroup
Activest Wealth Management800$9.73K<0.01%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC612$7.44K<0.01%+613F-HRTimeline
FIRST HORIZON CORP600$7.3K<0.01%013F-HRTimeline
Destiny Wealth Partners, LLC516$6.28K<0.01%new13F-HRTimeline
Abound Wealth Management500$6.08K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC470$5.71K<0.01%-53013F-HRTimeline
ROTHSCHILD INVESTMENT LLC425$5.17K<0.01%013F-HRTimeline
Anchor Investment Management, LLC422$5.13K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO374$4.44K<0.01%013F-HR/ATimelineGroup
Financial Perspectives, Inc319$3.88K<0.01%013F-HRTimeline
Investors Research Corp274$3.33K<0.01%013F-HRTimeline
Kozak & Associates, Inc.226$2.84K<0.01%+413F-HRTimeline
SIGNATUREFD, LLC201$2.44K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP59$706<0.01%new13F-HRTimelineGroup
CDKV HOLDINGS LLC22$268<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8$97<0.01%-39013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1$12<0.01%013F-HRTimeline
GAMMA Investing LLC1$12<0.01%-25013F-HRTimeline