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Lauer Wealth, LLC → IIM

Lauer Wealth, LLC IIM Position History

Invesco Value Municipal Income Trust • Financial Services

Quarters held
5
Latest value
$178K
Q3 2026
Peak value
$212K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$209K
Q4 2025$207K
Q1 2026$203K
Q2 2026$212K
Q3 2026$178K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$178K16.5K——
Q2 2026$212K16.5K——
Q1 2026$203K16.5K——
Q4 2025$207K16.5K——
Q3 2025$209K16.5K——

Other funds holding IIM

Other Lauer Wealth, LLC positions

QQQ

INVESCO QQQ TR

$23.5M
QQQ

INVESCO QQQ TR

$19.5M
QQQ

INVESCO QQQ TR

$18.1M
QQQ

INVESCO QQQ TR

$17.7M
QQQ

INVESCO QQQ TR

$16.9M
BTCW

WISDOMTREE TR

$15.8M
BTCW

WISDOMTREE TR

$14.8M
BTCW

WISDOMTREE TR

$14.6M