CUSIP 46131T101COMVTNQ4 2025
Aggregate 13F value by quarter
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24 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | 473.9K | $5.46M | +220.9K | Added |
| 2 | Guggenheim Capital LLC | 254.9K | $2.93M | +22.7K | Added |
| 3 | Indivisible Partners | 227.8K | $2.62M | +227.8K | New Position |
| 4 | Royal Bank Of Canada | 170.0K | $1.96M |
| +11.9K |
| Added |
| 5 | Ashton Thomas Securities, LLC | 143.9K | $1.66M | −5.3K | Reduced |
| 6 | Morgan Stanley | 114.2K | $1.31M | −465 | Reduced |
| 7 | Bank Of America Corp /De/ | 108.0K | $1.24M | +13.1K | Added |
| 8 | Lido Advisors, LLC | 99.9K | $1.10M | 0 | Held |
| 9 | Stifel Financial Corp | 49.8K | $573.5K | −7.0K | Reduced |
| 10 | Lpl Financial LLC | 40.3K | $463.5K | +6.7K | Added |
See every fund holding Invesco Tr Invt Grade New Yo, with full quarter-over-quarter share changes.
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