Institutional Ownership
Invesco Value Mun Income Tr
CUSIP 46132P108COMIIMQ1 2026
Institutional Holders
95
13F filers
Shares Held
8.22M
Aggregate institutional
Institutional Value
$94.74M
Q1 2026
Net New Holders
+2
16 new · 14 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions16
Increased28
Decreased19
Sold out14
Institutional Holders
95 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.21M | $14.77M | −473.6K | Reduced |
| 2 | Guggenheim Capital LLC | 1.04M | $12.70M | −75.0K | Reduced |
| 3 | Hennion & Walsh Asset Management, Inc. | 712.5K | $8.66M | +78.0K | Added |
| 4 | Morgan Stanley | 681.9K | $8.29M | +7.2K | Added |
| 5 | Wells Fargo & Company/Mn | 597.9K | $7.27M | +27.0K | Added |
| 6 | Ubs Group AG | 588.7K | $7.16M | +394 | Added |
| 7 | Raymond James Financial Inc | 259.8K | $3.16M | +13.9K | Added |
| 8 | Wagner Wealth Management, LLC | 256.1K | $3.11M | +22.9K | Added |
| 9 | Arkadios Wealth Advisors | 234.3K | $2.85M | +234.3K | New |
| 10 | Lpl Financial LLC | 186.4K | $2.27M | −55.6K | Reduced |
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