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Disclosery

IQI INVESCO QUALITY MUN INCOME T

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COM (fund), issuer CIK 885125

104 managers (104 13F filers) reported a position in IQI shares at 2025-06-30, 13,415,269 shares in all. 11 filers opened a position and 12 filers sold out during the quarter.

Managers
104
13F filers
104
New
11
Added
29
Reduced
27
Sold out
12
Shares held by filers
13,415,269

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 INC1,353,664$12.7M<0.01%+92,86313F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC1,063,794$9.98M0.55%-102,02213F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC983,635$9.23M0.07%+25,06713F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …882,979$8.28M0.01%-46,85413F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC746,463$7M0.15%-26,74613F-HRTimelineGroup
ROBINSON CAPITAL MANAGEMENT, LLC740,873$6.95M2.91%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY580,636$5.45M<0.01%+32,41113F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.576,634$5.41M0.22%-27,15013F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE461,597$4.33M0.01%013F-HRTimelineGroup
Karpus Management, Inc.453,196$4.25M0.14%-178,36813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN365,045$3.42M<0.01%+77,61613F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP321,079$3.01M<0.01%+2,09113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC311,786$2.92M<0.01%+184,04913F-HRTimelineGroup
Rareview Capital LLC259,190$2.43M1.53%-18,86113F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.254,436$2.39M0.13%-10,97713F-HRTimelineGroup
UBS Group AGin group UBS Group AG242,232$2.27M<0.01%-52113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC237,380$2.23M<0.01%+70,91713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA224,838$2.11M<0.01%+10,81613F-HR/ATimelineGroup
LPL Financial LLC221,588$2.08M<0.01%-371,10113F-HRTimeline
MacKay Shields LLC186,566$1.75M0.06%-1,74013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP178,477$1.67M<0.01%+8,88913F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC144,300$1.35M0.09%+18113F-HRTimeline
Cambridge Investment Research Advisors,…135,503$1.27M<0.01%-18,51013F-HRTimeline
North Ground Capital132,525$1.24M1.58%-14,72513F-HRTimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…118,449$1.11M0.1%-115,47313F-HRTimeline
Advisors Asset Management, Inc.117,016$1.1M0.02%new13F-HR/ATimeline
Cetera Investment Advisers116,625$1.09M<0.01%+3,46713F-HRTimeline
NewEdge Advisors, LLC111,678$1.05M0.01%-56713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC103,602$972K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC103,138$967K0.06%-48,86413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC101,612$953K0.01%013F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.98,412$923K0.05%+54,95013F-HRTimeline
&PARTNERS77,091$723K0.01%+8,25913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.76,590$718K<0.01%-2,18413F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…76,287$716K<0.01%013F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.68,302$641K<0.01%-43,97513F-HRTimelineGroup
ABSOLUTE INVESTMENT ADVISERS, LLC63,700$598K0.07%013F-HRTimeline
Mariner, LLCin group Mariner, LLC61,915$581K<0.01%+1,41613F-HRTimelineGroup
Nuveen, LLCin group TIAA55,560$521K<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…52,423$492K<0.01%+94813F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/47,922$450K<0.01%+28,73213F-HRTimelineGroup
RIVERBRIDGE PARTNERS LLC44,873$421K0.01%+1,92113F-HRTimeline
Janney Montgomery Scott LLC42,395$398K<0.01%-11,13413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.41,192$386K0.02%new13F-HRTimelineGroup
Davis Investment Partners, LLC40,238$380K0.14%+80613F-HRTimeline
MML INVESTORS SERVICES, LLC37,978$356K<0.01%-8,05313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …37,740$354K<0.01%+3,90513F-HRTimelineGroup
Quarry LP32,600$306K0.07%013F-HRTimeline
Capital Investment Advisors, LLC30,522$286K0.01%-72413F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…29,212$274K0.01%+4,50013F-HRTimelineGroup
Scarborough Advisors, LLC29,000$272K0.05%013F-HRTimeline
Matisse Capital28,545$268K0.13%-10013F-HRTimeline
AlphaCore Capital LLC25,218$237K0.01%-1,13513F-HRTimeline
Hardin Capital Partners, LLC25,000$236K0.14%-6,00013F-HRTimeline
Compass Financial Group, INC/SD24,369$229K0.04%013F-HRTimeline
Bramshill Investments, LLC23,850$224K0.02%+1,89513F-HRTimeline
Tyche Wealth Partners LLC23,130$217K0.04%+27713F-HRTimeline
HRT FINANCIAL LP22,775$213K<0.01%new13F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC22,115$207K<0.01%013F-HRTimeline
Compound Planning, Inc.19,965$187K0.01%-4,31113F-HRTimeline
Elequin Capital, LP19,964$187K0.03%+7,79413F-HRTimeline
Waverly Advisors, LLC18,523$174K<0.01%013F-HRTimeline
Fortitude Advisory Group L.L.C.15,554$146K0.08%+5,27413F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.15,344$144K0.09%013F-HRTimeline
Sowell Financial Services LLC15,300$144K0.01%013F-HRTimeline
River Street Advisors LLC15,215$143K0.06%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP14,975$140K<0.01%-19413F-HRTimelineGroup
J.W. COLE ADVISORS, INC.14,648$137K<0.01%+10713F-HRTimeline
Citizens National Bank Trust Department14,400$135K0.03%-1,50013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP13,848$130K0.01%-2,00013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT13,348$125K0.01%013F-HRTimelineGroup
First Interstate Bank12,511$117K0.01%013F-HRTimeline
HighTower Advisors, LLC12,455$117K<0.01%+6213F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC12,150$114K0.01%new13F-HRTimelineGroup
Olistico Wealth, LLC11,700$110K0.06%new13F-HRTimeline
Cornerstone Wealth Management, LLC11,510$108K0.01%new13F-HRTimeline
Kercheville Advisors, LLC11,000$103K0.04%013F-HRTimeline
Successful Portfolios LLC10,832$102K0.06%013F-HRTimeline
Live Oak Private Wealth LLC10,480$98.3K0.01%013F-HRTimeline
Atala Financial Inc10,220$95.9K0.07%013F-HRTimeline
PETRA FINANCIAL ADVISORS INC10,000$93.8K0.06%013F-HRTimeline
Steward Partners Investment Advisory, L…9,768$91.6K<0.01%+21113F-HRTimeline
CWM, LLCin group CWM, LLC4,492$42K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\3,285$30.8K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC3,263$30.6K<0.01%+6513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,058$28.7K<0.01%013F-HRTimelineGroup
MAI Capital Management2,811$26.4K<0.01%013F-HRTimeline
EASTERN BANK2,286$21.4K<0.01%013F-HRTimeline
Talon Private Wealth, LLC1,986$18.6K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,817$17K<0.01%new13F-HRTimelineGroup
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…1,716$16.2K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management1,302$12.2K<0.01%013F-HRTimelineGroup
CURIO WEALTH, LLC1,135$10.6K<0.01%+1,13413F-HRTimeline
First Horizon Advisors, Inc.1,000$9.38K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division954$8.95K<0.01%013F-HRTimeline
Global Retirement Partners, LLC800$7.5K<0.01%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC500$4.69K<0.01%new13F-HRTimelineGroup
Financial Perspectives, Inc362$3.4K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.339$3.18K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.400$3K<0.01%013F-HRTimeline
GoalVest Advisory LLC313$2.94K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp250$2.35K<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC0$1<0.01%013F-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.

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