Back to IIM

Livelsberger Financial Advisory → IIM

Livelsberger Financial Advisory IIM Position History

Invesco Value Municipal Income Trust • Financial Services

Quarters held
1
Latest value
$2M
Q3 2026
Peak value
$2M
First seen
Q3 2026

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2M191.5K——

Other funds holding IIM

Other Livelsberger Financial Advisory positions

MUC

BLACKROCK MUNIHOLDINGS FD IN

$1.8M
ABBV

ABBVIE INC

$1.2M
GRC

GORMAN RUPP CO

$852K
WELL

WELLTOWER INC

$810K
PDI

PIMCO HIGH INCOME FD

$627K
AAPL

APPLE INC

$590K
KTF

DWS MUN INCOME TR NEW

$586K
STT-PG

SELECT SECTOR SPDR TR

$488K