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Cassaday & Co Wealth Management LLC → IIM

Cassaday & Co Wealth Management LLC IIM Position History

Invesco Value Municipal Income Trust • Financial Services

Quarters held
1
Latest value
$34K
Q3 2026
Peak value
$34K
First seen
Q3 2026

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$34K3.2K——

Other funds holding IIM

Other Cassaday & Co Wealth Management LLC positions

VGES

VANGUARD WORLD FD

$1.7B
VGES

VANGUARD WORLD FD

$1.6B
VGES

VANGUARD WORLD FD

$1.5B
VGES

VANGUARD WORLD FD

$1.5B
VGES

VANGUARD WORLD FD

$1.4B
JNJ

ISHARES TR

$434.3M
ETHA

ISHARES TR

$373.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$333.1M
Cassaday & Co Wealth Management LLC IIM Holdings: 13F Position History | Track13F