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IIM

IIM

Invesco Value Municipal Income Trust• Financial Services

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
28
Partial Q3 2026
Total 13F value
$22.9M
Filed positions so far
New positions
3
This quarter
Sold positions
2
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Hennion & Walsh Asset Management, Inc.

$12M1.15M0.35%-1.5%

Wagner Wealth Management, Llc

$3.7M355.3K0.65%+3.9%

Livelsberger Financial Advisory

$2M191.5K10.76%New Position

Whipplewood Advisors, Llc

$877K83.9K0.59%+4.0%

D.A. Davidson & Co.

$747K71.4K0.00%+1.2%

Retirement Planning Group, Llc

$653K62.5K0.02%+60.7%

Lexaurum Advisors, Llc

$475K45.4K0.05%+2.0%

Capital Investment Advisors, Llc

$414K39.5K0.01%-2.1%

Fortitude Advisory Group L.L.C.

$298K28.5K0.11%Unchanged

Wealth Quarterback Llc

$287K27.4K0.09%-11.7%

Concurrent Investment Advisors, Llc

$219K20.9K0.00%-31.2%

Lauer Wealth, Llc

$178K16.5K0.11%Unchanged

Plan Group Financial, Llc

$143K12.9K0.03%Unchanged

Gridiron Partners, Llc

$141K13.5K0.07%Unchanged

Fourpath Capital Management, Llc

$135K12.9K0.02%New Position

Avior Wealth Management, Llc

$132K12.6K0.00%Unchanged

River Street Advisors Llc

$131K12.5K0.04%Unchanged

Vaquero Private Wealth, Ltd

$120K11.5K0.03%Unchanged

Todd Wealth Management, Llc

$105K10.0K0.08%Unchanged

Hilltop National Bank

$44K4.2K0.01%Unchanged

Cassaday & Co Wealth Management Llc

$34K3.2K0.00%New Position

Corecap Advisors, Llc

$14K1.4K0.00%Unchanged

Signaturefd, Llc

$13K1.2K0.00%+497.5%

First Horizon Corp

$6K6000.00%Unchanged

Highline Wealth Partners Llc

$5K4700.00%Unchanged

Investors Research Corp

$3K2740.00%Unchanged

Cdkv Holdings Llc

$231220.00%Unchanged

Gamma Investing Llc

$1010.00%Unchanged

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