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Todd Wealth Management, LLC → IIM
Todd Wealth Management, LLC IIM Position History
Invesco Value Municipal Income Trust • Financial Services
Quarters held
4
Latest value
$105K
Q3 2026
Peak value
$127K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $123K |
| Q1 2026 | $122K |
| Q2 2026 | $127K |
| Q3 2026 | $105K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $105K | 10.0K | — | — |
| Q2 2026 | $127K | 10.0K | — | — |
| Q1 2026 | $122K | 10.0K | — | — |
| Q4 2025 | $123K | 10.0K | — | — |