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IIM

IIM

Invesco Value Municipal Income TrustFinancial Services

Institutional holders
53
As of Q2 2026
Total 13F value
$73.7M
Sum of disclosed positions
New positions
5
This quarter
Sold positions
8
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange
GUGGENHEIM CAPITAL LLC

Guggenheim Capital Llc

$12.6M986.9K0.08%-5.5%
BANK OF AMERICA CORP /DE/

Bank Of America

$9.1M712.9K0.00%-41.3%
MORGAN STANLEY

Morgan Stanley

$8.8M691.7K0.00%+1.4%
UBS Group AG

Ubs Group Ag

$7.5M589.9K0.00%+0.2%
WELLS FARGO & COMPANY/MN

Wells Fargo & Company/Mn

$7.3M572.0K0.00%-4.3%
RAYMOND JAMES FINANCIAL INC

Raymond James Financial Inc

$4.1M318.5K0.00%+22.6%
VAN ECK ASSOCIATES CORP

Van Eck Associates Corp

$3.4M269.3K0.00%+2.8%
LPL Financial LLC

Lpl Financial Llc

$2.8M219.4K0.00%+17.7%
Cetera Investment Advisers

Cetera Investment Advisers

$2.5M200.1K0.00%+17.4%
Rockefeller Capital Management L.P.

Rockefeller Capital Management L.P.

$2.1M163.9K0.00%+78.9%
NewEdge Advisors, LLC

Newedge Advisors, Llc

$1.5M117.6K0.00%+8.2%
STIFEL FINANCIAL CORP

Stifel Financial Corp

$1.4M108.4K0.00%+2.0%
OSAIC HOLDINGS, INC.

Advisor Group Holdings, Inc.

$1.3M100.3K0.00%+5.0%
AMERIPRISE FINANCIAL INC

Ameriprise Financial Inc

$929K71.6K0.00%+20.4%
Cambridge Investment Research Advisors, Inc.

Cambridge Investment Research Advisors, Inc.

$791K62.1K0.00%
&PARTNERS

Wiley Bros.-Aintree Capital, Llc

$703K55.3K0.00%+5.2%
ROYAL BANK OF CANADA

Royal Bank Of Canada

$687K54.0K0.00%-17.7%
Integrated Wealth Concepts LLC

Integrated Wealth Concepts Llc

$657K51.6K0.00%+83.5%
Davis Investment Partners, LLC

Davis Investment Partners, Llc

$558K43.8K0.17%+1.9%
Capital Investment Advisors, LLC

Capital Investment Advisors, Llc

$514K40.4K0.01%-9.0%
Retirement Planning Group, LLC

Retirement Planning Group

$495K38.9K0.01%-14.7%
Tyche Wealth Partners LLC

Tyche Wealth Partners Llc

$444K34.8K0.06%Unchanged
GOLDMAN SACHS GROUP INC

Goldman Sachs Group

$301K23.6K0.00%Unchanged
CIBC Bancorp USA Inc.

Cibc Bancorp Usa Inc.

$297K23.3K0.00%-4.1%
WESCAP Management Group, Inc.

Wescap Management Group, Inc.

$258K20.2K0.05%Unchanged
Nuveen, LLC

Nuveen, Llc

$245K19.3K0.00%Unchanged
HOLLENCREST CAPITAL MANAGEMENT

Hollencrest Capital Management

$231K18.2K0.02%Unchanged
XTX Topco Ltd

Xtx Topco Ltd

$231K18.1K0.00%New Position
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Northwestern Mutual Wealth Management Co

$230K18.0K0.00%+136.3%
Family Manage LLC

Family Management Corp

$223K17.5K0.02%Unchanged
Quantinno Capital Management LP

Quantinno Capital Management Lp

$205K16.1K0.00%+30.3%
Uniting Wealth Partners, LLC

Uniting Wealth Partners, Llc

$177K13.9K0.04%+0.4%
Gridiron Partners, LLC

Gridiron Partners, Llc

$171K13.5K0.09%-46.7%
US BANCORP \DE\

Us Bancorp \De\

$167K13.1K0.00%Unchanged
Beacon Pointe Advisors, LLC

Beacon Pointe Advisors, Llc

$161K12.7K0.00%+1.9%
Maridea Wealth Management LLC

Maridea Wealth Management Llc

$155K12.2K0.02%Unchanged
SUSQUEHANNA INTERNATIONAL GROUP, LLP

Susquehanna International Group, Llp

$146K11.5K0.00%New Position
CAPTRUST FINANCIAL ADVISORS

Captrust Financial Advisors

$135K10.6K0.00%-7.4%
Steward Partners Investment Advisory, LLC

Steward Partners Investment Advisory, Llc

$51K4.0K0.00%Unchanged
Penserra Capital Management LLC

Penserra Capital Management Llc

$44K3.5K0.00%+200.0%
HARBOUR INVESTMENTS, INC.

Harbour Investments, Inc.

$35K2.8K0.00%+0.0%
Allworth Financial LP

Allworth Financial Lp

$34K2.7K0.00%-8.2%
PNC FINANCIAL SERVICES GROUP, INC.

Pnc Financial Services Group, Inc.

$24K1.9K0.00%Unchanged
Darwin Wealth Management, LLC

Darwin Wealth Management, Llc

$19K1.5K0.01%Unchanged
Measured Wealth Private Client Group, LLC

Measured Wealth Private Client Group, Llc

$17K1.3K0.00%Unchanged
Global Retirement Partners, LLC

Global Retirement Partners, Llc

$16K1.3K0.00%Unchanged
HUNTINGTON NATIONAL BANK

Huntington National Bank

$12K9470.00%Unchanged
MCGUIRE CAPITAL ADVISORS INC

Mcguire Capital Advisors Inc

$8K6180.00%+1.0%
ROTHSCHILD INVESTMENT LLC

Rothschild Investment Llc

$5K4250.00%Unchanged
JPMORGAN CHASE & CO

Jpmorgan Chase

$5K3740.00%New Position

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