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Plan Group Financial, LLC → IIM
Plan Group Financial, LLC IIM Position History
Invesco Value Municipal Income Trust • Financial Services
Quarters held
5
Latest value
$143K
Q3 2026
Peak value
$164K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $161K |
| Q4 2025 | $158K |
| Q1 2026 | $156K |
| Q2 2026 | $164K |
| Q3 2026 | $143K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $143K | 12.9K | — | — |
| Q2 2026 | $164K | 12.9K | — | — |
| Q1 2026 | $156K | 12.9K | — | — |
| Q4 2025 | $158K | 12.9K | — | — |
| Q3 2025 | $161K | 12.9K | — | — |