Want to track IQI and more in your Portfolio? 🎯
Sign up for Marketlog, a portfolio tracker that will exceed your expectations!
Invesco Quality Municipal Income Trust Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 1,220 | $11,809.3 | $12,517.2 | $707.9 | 5.99% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 657,913 | $8.01M | $6.74M | -$1.27M | -15.84% |
 Jeff Ameen Spire Wealth Management | 1,302 | $12,993.96 | $13,384.56 | $390.6 | 3.01% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 367,504 | $3.65M | $3.77M | $120,365.2 | 3.3% |
 Joseph Castro Nuveen LLC | 55,560 | $537,821 | $570,323.4 | $32,502.4 | 6.04% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 21,000 | $212,740 | $215,565 | $2,825 | 1.33% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,600 | $16,160 | $16,368.16 | $208.16 | 1.29% |
| WJ William Jollie Quent Capital LLC | 2,926 | $28,802.78 | $29,845.2 | $1,042.42 | 3.62% |
 Jim Clark Worth Asset Management LLC | 25,123 | $253,742.3 | $256,254.6 | $2,512.3 | 0.99% |
 Craig Johnsen Fortitude Advisory Group LLC | 20,861 | $203,104.87 | $212,573.59 | $9,468.72 | 4.66% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 15,344 | $144,535.22 | $156,355.36 | $11,820.14 | 8.18% |
 Jesse Haller Compass Financial Group Inc./SD | 24,369 | $230,000 | $247,832.73 | $17,832.73 | 7.75% |
 David Bach River Street Advisors LLC | 15,215 | $142,717 | $154,736.55 | $12,019.55 | 8.42% |
 Crystal Karstens PETRA FINANCIAL ADVISORS Inc. | 10,000 | $94,200 | $101,700 | $7,500 | 7.96% |
 Courtney Holt Compound Planning, Inc. | 30,041 | $285,835.44 | $305,243.6 | $19,408.16 | 6.79% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 29,200 | $281,807.54 | $297,256 | $15,448.46 | 5.48% |
 Owen McCabe Tyche Wealth Partners LLC | 23,959 | $233,283.7 | $243,902.62 | $10,618.92 | 4.55% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 1,411 | $13,573.82 | $14,363.98 | $790.16 | 5.82% |
 Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 21,100 | $206,432 | $215,536.5 | $9,104.5 | 4.41% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 954 | $9,130 | $9,740.34 | $610.34 | 6.68% |
