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Disclosery

IQI INVESCO QUALITY MUN INCOME T

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COM (fund), issuer CIK 885125

110 managers (110 13F filers) reported a position in IQI shares at 2024-12-31, 16,417,956 shares in all. 16 filers opened a position and 11 filers sold out during the quarter.

Managers
110
13F filers
110
New
16
Added
27
Reduced
27
Sold out
11
Shares held by filers
16,417,956

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

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
O'Reilly Timothy Mother2026-10-02-6,281.567 S$8.8728Form 4

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
RIVERNORTH CAPITAL MANAGEMENT, LLC1,474,728$14.5M0.7%+102,31313F-HRTimeline
Karpus Management, Inc.1,350,553$13.3M0.39%-509,13713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,213,534$12M<0.01%13F-HR/ATimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC958,158$9.45M0.08%-11,31013F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.931,509$9.18M0.42%-121,30813F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …929,833$9.17M0.01%013F-HRTimelineGroup
ROBINSON CAPITAL MANAGEMENT, LLC893,374$8.81M3.56%+200,73213F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC802,800$7.92M0.18%+22,34513F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC793,819$7.84M0.03%+112,11513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY531,178$5.24M<0.01%+41,98613F-HR/ATimelineGroup
LPL Financial LLC505,154$4.98M<0.01%+336,04213F-HRTimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…481,141$4.74M0.47%013F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE461,597$4.55M0.01%+2,74413F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP396,171$3.91M0.01%+15,56013F-HRTimelineGroup
Rareview Capital LLC285,247$2.98M2.15%+9,57213F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.252,301$2.49M0.12%-13,97013F-HRTimelineGroup
UBS Group AGin group UBS Group AG251,925$2.48M<0.01%-4,55713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN209,528$2.07M<0.01%-69,54313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA207,284$2.04M<0.01%+16,76413F-HRTimelineGroup
MacKay Shields LLC188,306$1.86M0.05%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC180,629$1.78M0.12%013F-HRTimeline
Cambridge Investment Research Advisors,…160,730$1.58M0.01%-14,97513F-HRTimeline
Invesco Ltd.in group Invesco Ltd.151,594$1.49M<0.01%-37,68713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP148,088$1.46M<0.01%+1,82113F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC143,952$1.42M0.1%+16213F-HRTimeline
North Ground Capital143,904$1.42M1.53%13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC129,782$1.29M<0.01%-5,02813F-HRTimelineGroup
Cetera Investment Advisers113,228$1.12M<0.01%-10,29213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC104,381$1.03M<0.01%+22,62513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC103,602$1.02M<0.01%013F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC101,612$1M0.01%-2,71513F-HRTimelineGroup
NewEdge Advisors, LLC90,730$895K0.01%+30,80313F-HRTimeline
Nuveen Asset Management, LLCin group TIAA78,179$771K<0.01%013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC70,304$693K<0.01%-26,43513F-HRTimelineGroup
&PARTNERS68,343$677K0.01%new13F-HRTimeline
RIVERBRIDGE PARTNERS LLC68,406$674K0.01%-11,32813F-HRTimeline
ABSOLUTE INVESTMENT ADVISERS, LLC63,700$628K0.08%+4,80013F-HRTimeline
Independent Advisor Alliance63,554$627K0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…61,432$606K<0.01%-15,97713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…58,621$578K<0.01%013F-HRTimelineGroup
Marex Group Ltdin group Marex Group Ltd56,172$554K0.01%new13F-HRTimelineGroup
BOKF, NAin group BOKF, NA54,000$524K0.01%-6,00013F-HRTimelineGroup
Matisse Capital52,037$513K0.26%013F-HRTimeline
CENTAURUS FINANCIAL, INC.49,085$484K0.03%-14,07613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.46,287$456K<0.01%-5,14713F-HR/ATimelineGroup
Dakota Wealth Management45,825$452K0.01%-3,74513F-HRTimeline
MML INVESTORS SERVICES, LLC45,679$450K<0.01%+23613F-HRTimeline
Janney Montgomery Scott LLC43,904$433K<0.01%+8,25513F-HRTimeline
Davis Investment Partners, LLC38,684$376K0.16%+72913F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC37,704$372K0.02%+70513F-HRTimelineGroup
Logan Stone Capital, LLC36,033$355K0.12%-347,68313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …33,835$334K<0.01%new13F-HRTimelineGroup
Quarry LP32,600$321K0.06%013F-HRTimeline
Capital Investment Advisors, LLC31,796$314K0.01%+1,78513F-HRTimeline
Hardin Capital Partners, LLC31,000$306K0.18%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…30,847$304K<0.01%+23213F-HRTimelineGroup
Scarborough Advisors, LLC29,187$288K0.04%new13F-HRTimeline
Compass Financial Group, INC/SD24,369$240K0.05%013F-HRTimeline
Tyche Wealth Partners LLC22,595$223K0.05%+25213F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC22,115$218K<0.01%013F-HRTimeline
Bramshill Investments, LLC21,955$216K0.03%new13F-HRTimeline
Compound Planning, Inc.21,724$214K0.01%-1,44813F-HRTimeline
Avior Wealth Management, LLC19,618$193K0.01%+5,84113F-HRTimeline
Citizens National Bank Trust Department18,700$184K0.04%013F-HRTimeline
Waverly Advisors, LLC18,523$183K<0.01%-3,00013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.17,741$175K<0.01%new13F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…17,392$171K0.02%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/16,939$167K<0.01%-6,69213F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP16,348$161K0.01%new13F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD16,000$158K<0.01%new13F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP15,767$155K<0.01%-2,55613F-HRTimelineGroup
HighTower Advisors, LLC15,593$154K<0.01%-1,30013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.15,344$151K0.1%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…15,184$150K<0.01%-37513F-HRTimelineGroup
Aristides Capital LLC13,550$134K0.04%new13F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT13,348$132K0.01%013F-HRTimelineGroup
First Interstate Bank12,511$123K0.01%013F-HRTimeline
Noble Wealth Management PBC12,500$123K0.09%13F-HRTimeline
Kercheville Advisors, LLC11,000$108K0.04%013F-HRTimeline
Successful Portfolios LLC10,832$107K0.07%-2,47513F-HRTimeline
Live Oak Private Wealth LLC10,480$103K0.02%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK10,355$102K<0.01%013F-HRTimelineGroup
Worth Asset Management, LLC10,300$102K0.05%new13F-HRTimeline
Fortitude Advisory Group L.L.C.10,280$101K0.06%new13F-HRTimeline
Atala Financial Inc10,220$101K0.07%13F-HRTimeline
PETRA FINANCIAL ADVISORS INC10,000$98.6K0.07%013F-HRTimeline
Steward Partners Investment Advisory, L…9,373$92.4K<0.01%+17513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.5,322$52.5K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC4,492$44K<0.01%+47813F-HRTimelineGroup
SIGNATUREFD, LLC4,361$43K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,300$42.4K<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC3,058$30.2K<0.01%013F-HRTimelineGroup
MAI Capital Management2,811$27.7K<0.01%new13F-HRTimeline
Quent Capital, LLC2,373$23.4K<0.01%+4413F-HRTimeline
Sound Income Strategies, LLC2,023$19.9K<0.01%+3813F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…1,716$16.9K0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management1,302$12.8K<0.01%013F-HRTimelineGroup
Provenance Wealth Advisors, LLC1,154$11.4K<0.01%013F-HRTimeline
CURIO WEALTH, LLC1,091$10.8K0.01%13F-HRTimeline
First Horizon Advisors, Inc.1,000$9.86K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV985$9.71K<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division954$9.41K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.700$6.94K<0.01%13F-HRTimeline
Hexagon Capital Partners LLC700$6.9K<0.01%013F-HRTimeline
Financial Perspectives, Inc362$3.57K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.339$3.34K<0.01%013F-HRTimeline
GoalVest Advisory LLC313$3.09K<0.01%013F-HRTimeline
Parallel Advisors, LLC276$2.72K<0.01%-27613F-HRTimeline
WASHINGTON TRUST Co82$809<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • O'Reilly Timothy M sold 6,281.567 IQI shares on 2026-10-02, Form 4 filed 2026-10-06. 0001676421-26-000006

    Accepted , ingested