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Capital Investment Advisors, LLC → IIM
Capital Investment Advisors, LLC IIM Position History
Invesco Value Municipal Income Trust • Financial Services
Quarters held
5
Latest value
$414K
Q3 2026
Peak value
$634K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $634K |
| Q1 2026 | $540K |
| Q1 2026 | $540K |
| Q2 2026 | $514K |
| Q3 2026 | $414K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $414K | 39.5K | — | — |
| Q2 2026 | $514K | 40.4K | — | — |
| Q1 2026 | $540K | 44.4K | — | — |
| Q1 2026 | $540K | 44.4K | — | — |
| Q4 2025 | $634K | 51.5K | — | — |