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Disclosery

IQI INVESCO QUALITY MUN INCOME T

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COM (fund), issuer CIK 885125

106 managers (106 13F filers) reported a position in IQI shares at 2025-03-31, 14,371,907 shares in all. 8 filers opened a position and 12 filers sold out during the quarter.

Managers
106
13F filers
106
New
8
Added
27
Reduced
32
Sold out
12
Shares held by filers
14,371,907

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,260,801$12.2M<0.01%+47,26713F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC1,165,816$11.3M0.6%-308,91213F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC958,568$9.28M0.09%+41013F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …929,833$9M0.02%013F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC773,209$7.49M0.18%-29,59113F-HRTimelineGroup
ROBINSON CAPITAL MANAGEMENT, LLC740,873$7.17M2.92%-152,50113F-HRTimeline
Karpus Management, Inc.631,564$6.11M0.2%-718,98913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC592,361$5.84M0.03%-201,45813F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.603,784$5.84M0.26%-327,72513F-HRTimeline
LPL Financial LLC592,689$5.74M<0.01%+87,53513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY548,225$5.31M<0.01%+17,04713F-HRTimelineGroup
Allianz Asset Management GmbHin group Allianz SE461,597$4.47M0.01%013F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP318,988$3.09M<0.01%-77,18313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN287,429$2.78M<0.01%+77,90113F-HRTimelineGroup
Rareview Capital LLC278,051$2.69M1.71%-7,19613F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.265,413$2.57M0.14%+13,11213F-HRTimelineGroup
UBS Group AGin group UBS Group AG242,753$2.35M<0.01%-9,17213F-HRTimelineGroup
CITY OF LONDON INVESTMENT MANAGEMENT CO…233,922$2.26M0.24%-247,21913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA214,022$2.07M<0.01%+6,73813F-HR/ATimelineGroup
MacKay Shields LLC188,306$1.82M0.06%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP169,588$1.64M<0.01%+21,50013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC166,463$1.61M<0.01%+62,08213F-HRTimeline
Cambridge Investment Research Advisors,…154,013$1.49M0.01%-6,71713F-HRTimeline
ROTHSCHILD INVESTMENT LLC152,002$1.47M0.1%-28,62713F-HRTimeline
JFS WEALTH ADVISORS, LLC144,119$1.4M0.09%+16713F-HRTimeline
North Ground Capital147,250$1.38M1.41%+3,34613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC127,737$1.24M<0.01%-2,04513F-HRTimelineGroup
Cetera Investment Advisers113,158$1.1M<0.01%-7013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.112,277$1.09M<0.01%-39,31713F-HRTimelineGroup
NewEdge Advisors, LLC112,245$1.09M0.01%+21,51513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC103,602$1M<0.01%013F-HR/ATimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC101,612$984K0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.78,774$763K<0.01%+32,48713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…76,287$738K<0.01%+17,66613F-HRTimelineGroup
&PARTNERS68,832$664K0.01%+48913F-HRTimeline
ABSOLUTE INVESTMENT ADVISERS, LLC63,700$617K0.09%013F-HRTimeline
Mariner, LLCin group Mariner, LLC60,499$586K<0.01%-9,80513F-HRTimelineGroup
Nuveen, LLCin group TIAA55,560$538K<0.01%13F-HRTimelineGroup
Janney Montgomery Scott LLC53,529$518K<0.01%+9,62513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…51,475$498K<0.01%-9,95713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC46,031$446K<0.01%+35213F-HRTimeline
CENTAURUS FINANCIAL, INC.43,462$421K0.03%-5,62313F-HRTimeline
RIVERBRIDGE PARTNERS LLC42,952$416K0.01%-25,45413F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC38,431$372K0.02%+72713F-HRTimelineGroup
Davis Investment Partners, LLC39,432$368K0.16%+74813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…35,457$343K<0.01%+4,61013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …33,835$328K<0.01%013F-HRTimelineGroup
Quarry LP32,600$316K0.08%013F-HRTimeline
Capital Investment Advisors, LLC31,246$302K0.01%-55013F-HRTimeline
Hardin Capital Partners, LLC31,000$300K0.18%013F-HRTimeline
Scarborough Advisors, LLC29,000$281K0.04%-18713F-HRTimeline
Matisse Capital28,645$277K0.15%-23,39213F-HRTimeline
AlphaCore Capital LLC26,353$255K0.02%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd25,144$243K0.01%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…24,712$239K0.01%+9,52813F-HRTimelineGroup
Compass Financial Group, INC/SD24,369$236K0.04%013F-HRTimeline
Compound Planning, Inc.24,276$235K0.01%+2,55213F-HRTimeline
Tyche Wealth Partners LLC22,853$221K0.05%+25813F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC22,115$214K<0.01%013F-HRTimeline
Bramshill Investments, LLC21,955$213K0.02%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/19,190$186K<0.01%+2,25113F-HRTimelineGroup
Waverly Advisors, LLC18,523$179K<0.01%013F-HRTimeline
Avior Wealth Management, LLC17,401$168K0.01%-2,21713F-HRTimeline
Citizens National Bank Trust Department15,900$154K0.03%-2,80013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP15,848$153K0.01%-50013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.15,344$149K0.1%013F-HRTimeline
Sowell Financial Services LLC15,300$148K0.01%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP15,169$147K<0.01%-59813F-HRTimelineGroup
J.W. COLE ADVISORS, INC.14,541$141K<0.01%new13F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT13,348$129K0.01%013F-HRTimelineGroup
First Interstate Bank12,511$121K0.01%013F-HRTimeline
Noble Wealth Management PBC12,500$121K0.08%013F-HRTimeline
HighTower Advisors, LLC12,393$120K<0.01%-3,20013F-HRTimeline
Elequin Capital, LP12,170$118K0.02%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.11,961$116K<0.01%-5,78013F-HRTimelineGroup
Kercheville Advisors, LLC11,000$106K0.04%013F-HRTimeline
Successful Portfolios LLC10,832$105K0.07%013F-HRTimeline
Live Oak Private Wealth LLC10,480$101K0.02%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK10,355$100K<0.01%013F-HRTimelineGroup
Atala Financial Inc10,220$98.9K0.07%013F-HRTimeline
PETRA FINANCIAL ADVISORS INC10,000$96.8K0.08%013F-HRTimeline
Fortitude Advisory Group L.L.C.10,280$95K0.07%013F-HRTimeline
Steward Partners Investment Advisory, L…9,557$92.5K<0.01%+18413F-HRTimeline
BOKF, NAin group BOKF, NA8,000$77.4K<0.01%-46,00013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.5,322$51.5K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC4,492$43K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\3,285$31.8K<0.01%-1,01513F-HRTimelineGroup
Sound Income Strategies, LLC3,198$31K<0.01%+1,17513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,058$29.6K<0.01%013F-HRTimelineGroup
MAI Capital Management2,811$27.2K<0.01%013F-HRTimeline
Quent Capital, LLC2,419$23.4K<0.01%+4613F-HRTimeline
EASTERN BANK2,286$22.1K<0.01%new13F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…1,716$16.7K0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management1,302$12.6K<0.01%013F-HRTimelineGroup
First Horizon Advisors, Inc.1,000$9.68K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division954$9.23K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC700$6.78K<0.01%013F-HRTimeline
Financial Perspectives, Inc362$3.5K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.339$3.28K<0.01%013F-HRTimeline
GoalVest Advisory LLC313$3.03K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.400$3K<0.01%new13F-HRTimeline
Sandy Spring Bank250$2.42K<0.01%new13F-HRTimeline
WASHINGTON TRUST Co82$794<0.01%013F-HRTimeline
SIGNATUREFD, LLC0$1<0.01%-4,36113F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC1$10.8K-1,09013F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and 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