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Wagner Wealth Management, LLC → IIM
Wagner Wealth Management, LLC IIM Position History
Invesco Value Municipal Income Trust • Financial Services
Quarters held
4
Latest value
$3.7M
Q3 2026
Peak value
$4.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.9M |
| Q1 2026 | $3.1M |
| Q2 2026 | $4.4M |
| Q3 2026 | $3.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.7M | 355.3K | — | — |
| Q2 2026 | $4.4M | 341.9K | — | — |
| Q1 2026 | $3.1M | 256.1K | — | — |
| Q4 2025 | $2.9M | 233.2K | — | — |