INVESCO QUALITY MUN INCOME T (IQI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
95
Reporting holders
$98.1M
Reported value
0.0%
Held as options
-1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | $11.7M | 1,154,294 | 0.00% | 7q | -1.9%-$222.9K |
| GUGGENHEIM CAPITAL LLC | $10.9M | 1,072,302 | 0.07% | 31q | -5.0%-$568.5K |
| MORGAN STANLEY | $9.6M | 944,328 | 0.00% | 35q | +24.2%+$1.9M |
| LPL Financial LLC | $6.0M | 595,155 | 0.00% | 31q | +3.3%+$192.5K |
| NewEdge Advisors, LLC | $5.7M | 561,365 | 0.02% | new | NEW |
| WELLS FARGO & COMPANY/MN | $4.9M | 488,674 | 0.00% | 31q | -47.7%-$4.5M |
| Allianz Asset Management GmbH | $4.7M | 461,597 | 0.00% | 10q | HELD |
| Hennion & Walsh Asset Management, Inc. | $3.7M | 367,504 | 0.11% | 20q | -54.9%-$4.5M |
| Advisors Asset Management, Inc. | $3.7M | 366,243 | 0.06% | 5q | +47.9%+$1.2M |
| VAN ECK ASSOCIATES CORP | $3.6M | 351,096 | 0.00% | 31q | +2.2%+$76.6K |
| UBS Group AG | $2.4M | 235,937 | 0.00% | 31q | +4.8%+$109.9K |
| ROYAL BANK OF CANADA | $2.4M | 233,957 | 0.00% | 31q | -4.5%-$110.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.1M | 206,170 | 0.00% | 31q | +1.5%+$31.6K |
| STIFEL FINANCIAL CORP | $2.0M | 197,555 | 0.00% | 31q | -0.7%-$13.8K |
| IFP Advisors, Inc | $1.8M | 182,631 | 0.03% | 3q | +47.1%+$591.8K |
| Cetera Investment Advisers | $1.6M | 153,178 | 0.00% | 10q | +5.4%+$79.9K |
| JFS WEALTH ADVISORS, LLC | $1.5M | 145,020 | 0.07% | 31q | HELD |
| AMERIPRISE FINANCIAL INC | $1.4M | 140,985 | 0.00% | 31q | -64.8%-$2.6M |
| OSAIC HOLDINGS, INC. | $1.2M | 120,429 | 0.00% | 26q | +48.7%+$399.0K |
| North Ground Capital | $1.2M | 120,018 | 1.46% | 7q | -8.0%-$105.1K |
| &PARTNERS | $1.1M | 112,734 | 0.00% | 7q | -6.6%-$80.5K |
| GOLDMAN SACHS GROUP INC | $1.0M | 103,712 | 0.00% | 11q | HELD |
| Lido Advisors, LLC | $1.0M | 101,612 | 0.00% | 11q | -0.7%-$7.3K |
| Cottage Street Advisors LLC | $910.8K | 90,000 | 0.35% | 3q | +38.5%+$253.0K |
| PNC Financial Services Group, Inc. | $761.5K | 75,252 | 0.00% | 31q | HELD |
| BANK OF AMERICA CORP /DE/ | $602.6K | 59,544 | 0.00% | 31q | HELD |
| Nuveen, LLC | $562.3K | 55,560 | 0.00% | 6q | HELD |
| MML INVESTORS SERVICES, LLC | $529.5K | 52,318 | 0.00% | 11q | +4.9%+$24.5K |
| Stratos Wealth Partners, LTD. | $474.9K | 46,930 | 0.00% | 3q | +28.4%+$105.0K |
| MERCER GLOBAL ADVISORS INC /ADV | $464.6K | 45,908 | 0.00% | 3q | +302.7%+$349.2K |
| Davis Investment Partners, LLC | $428.9K | 42,378 | 0.13% | 11q | +1.9%+$8.1K |
| OPPENHEIMER & CO INC | $377.0K | 37,250 | 0.00% | 7q | HELD |
| Hardin Capital Partners, LLC | $328.6K | 32,500 | 0.15% | 9q | HELD |
| Rockefeller Capital Management L.P. | $324.5K | 32,065 | 0.00% | 14q | -8.6%-$30.4K |
| Cornerstone Wealth Management, LLC | $317.9K | 31,409 | 0.01% | 5q | +2.4%+$7.4K |
| Compound Planning, Inc. | $310.7K | 30,706 | 0.01% | 12q | +2.2%+$6.7K |
| Alpine Global Management, LLC | $297.9K | 29,439 | 0.05% | 2q | -38.3%-$185.1K |
| Concurrent Investment Advisors, LLC | $295.5K | 29,200 | 0.00% | 11q | HELD |
| Ashton Thomas Private Wealth, LLC | $274.3K | 27,100 | 0.01% | 4q | +28.4%+$60.7K |
| Fortitude Advisory Group L.L.C. | $260.7K | 25,756 | 0.10% | 7q | +23.5%+$49.5K |
| Worth Asset Management, LLC | $254.2K | 25,123 | 0.08% | new | NEW |
| Compass Financial Group, INC/SD | $246.6K | 24,369 | 0.03% | 15q | HELD |
| Capital Investment Advisors, LLC | $245.8K | 24,285 | 0.00% | 31q | -0.8%-$2.1K |
| Tyche Wealth Partners LLC | $245.3K | 24,242 | 0.03% | 10q | +1.2%+$2.9K |
| Steward Partners Investment Advisory, LLC | $241.7K | 23,882 | 0.00% | 29q | +69.9%+$99.4K |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $222.3K | 21,965 | 0.00% | 30q | HELD |
| Mutual Advisors, LLC | $211.8K | 20,924 | 0.00% | 2q | -4.0%-$8.9K |
| AlphaCore Capital LLC | $200.0K | 19,763 | 0.00% | 6q | +1.9%+$3.8K |
| XTX Topco Ltd | $193.3K | 19,102 | 0.00% | new | NEW |
| Kercheville Advisors, LLC | $192.3K | 19,000 | 0.06% | 8q | -9.5%-$20.2K |
| J.W. COLE ADVISORS, INC. | $173.2K | 17,115 | 0.00% | new | NEW |
| Equitable Holdings, Inc. | $172.0K | 17,000 | 0.00% | new | NEW |
| CITADEL ADVISORS LLC | $169.6K | 16,762 | 0.00% | 3q | +61.8%+$64.8K |
| Avior Wealth Management, LLC | $158.9K | 15,700 | 0.00% | 3q | HELD |
| MELFA WEALTH MANAGEMENT, INC. | $155.3K | 15,344 | 0.08% | 15q | HELD |
| Bramshill Investments, LLC | $154.7K | 15,291 | 0.01% | 7q | +35.3%+$40.4K |
| River Street Advisors LLC | $154.0K | 15,215 | 0.05% | 5q | HELD |
| JANE STREET GROUP, LLC | $141.5K | 13,981 | 0.00% | 4q | -75.0%-$425.1K |
| ENVESTNET ASSET MANAGEMENT INC | $136.3K | 13,470 | 0.00% | new | NEW |
| Successful Portfolios LLC | $135.5K | 13,248 | 0.06% | 31q | HELD |
| BAR HARBOR WEALTH MANAGEMENT | $135.1K | 13,348 | 0.01% | 16q | HELD |
| HighTower Advisors, LLC | $125.4K | 12,393 | 0.00% | 11q | HELD |
| Citizens National Bank Trust Department | $120.4K | 11,900 | 0.02% | 22q | HELD |
| PETRA FINANCIAL ADVISORS INC | $113.8K | 11,250 | 0.05% | 15q | +12.5%+$12.6K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $111.8K | 10,991 | 0.01% | 3q | +0.5% |
| Moors & Cabot, Inc. | $111.3K | 11,000 | 0.00% | new | NEW |
| FIRST TRUST ADVISORS LP | $110.0K | 10,865 | 0.00% | 31q | -27.4%-$41.5K |
| World Investment Advisors | $109.3K | 11,366 | 0.00% | 4q | HELD |
| MONEY CONCEPTS CAPITAL CORP | $107.8K | 10,648 | 0.00% | 7q | HELD |
| Live Oak Private Wealth LLC | $106.1K | 10,480 | 0.01% | 25q | HELD |
| ROTHSCHILD INVESTMENT LLC | $52.7K | 5,206 | 0.00% | 11q | HELD |
| Ascentis Wealth Management, LLC | $52.1K | 19,169 | 0.00% | 8q | +1017.1%+$47.4K |
| Quent Capital, LLC | $40.3K | 3,982 | 0.00% | 4q | +36.1%+$10.7K |
| JPMORGAN CHASE & CO | $39.3K | 3,889 | 0.00% | 2q | HELD |
| US BANCORP \DE\ | $33.2K | 3,285 | 0.00% | 8q | HELD |
| CITIGROUP INC | $30.9K | 3,058 | 0.00% | 31q | HELD |
| Clear Street Group Inc. | $24.8K | 2,449 | 0.00% | new | NEW |
| EASTERN BANK | $23.1K | 2,286 | 0.00% | 6q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $20.2K | 2,000 | 0.00% | 4q | HELD |
| Noble Wealth Management PBC | $20.2K | 2,000 | 0.01% | 6q | -42.9%-$15.2K |
| CoreCap Advisors, LLC | $16.2K | 1,600 | 0.00% | new | NEW |
| Spire Wealth Management | $13.2K | 1,302 | 0.00% | 14q | HELD |
| Global Retirement Partners, LLC | $11.6K | 1,142 | 0.00% | 4q | HELD |
| IFG Advisory, LLC | $10.7K | 1,054 | 0.00% | 2q | HELD |
| FIRST HORIZON CORP | $10.1K | 1,000 | 0.00% | 4q | HELD |
| Central Pacific Bank - Trust Division | $9.7K | 954 | 0.00% | 10q | HELD |
| Community Financial Services Group, LLC | $8.9K | 877 | 0.00% | 2q | HELD |
| SIT INVESTMENT ASSOCIATES INC | $6.7K | 657,913 | 0.13% | 31q | HELD |
| ASSETMARK, INC | $5.1K | 500 | 0.00% | 5q | HELD |
| Cambridge Investment Research Advisors, Inc. | $4.8K | 472,518 | 0.01% | 31q | +113.7%+$2.5K |
| LANARK FINANCIAL, INC. | $4.0K | 400 | 0.00% | 6q | HELD |
| Pinnacle Bancorp, Inc. | $3.4K | 339 | 0.00% | 31q | HELD |
| GoalVest Advisory LLC | $3.2K | 313 | 0.00% | 18q | HELD |
| IMA Advisory Services, Inc. | $1.7K | 164 | 0.00% | new | NEW |
| CENTAURUS FINANCIAL, INC. | $1.0K | 100,434 | 0.04% | 31q | -3.2% |
| Financial Perspectives, Inc | $916 | 91 | 0.00% | 23q | -74.9%-$2.7K |
| Janney Montgomery Scott LLC | $436 | 43,039 | 0.00% | 25q | +6.3% |
| Penserra Capital Management LLC | $43 | 4,290 | 0.00% | 2q | +200.0% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $10 | 1 | 0.00% | 3q | HELD |
| SIGNATUREFD, LLC | $1 | 0 | 0.00% | 7q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 95 | $98.1M | 9,706,894 | 10 | 27 | 19 | 0.0% |
| Q1 2026 | 96 | $94.7M | 9,845,792 | 9 | 29 | 18 | 0.0% |
| Q4 2025 | 95 | $111.8M | 11,227,581 | 9 | 31 | 14 | 0.0% |
| Q3 2025 | 95 | $110.6M | 11,242,237 | 9 | 29 | 21 | 0.0% |
| Q2 2025 | 92 | $112.9M | 12,033,503 | 10 | 25 | 21 | 0.0% |
| Q1 2025 | 95 | $124.1M | 12,811,319 | 7 | 22 | 26 | 0.0% |
| Q4 2024 | 102 | $147.4M | 14,935,714 | 16 | 20 | 25 | 0.0% |
| Q3 2024 | 91 | $157.1M | 15,044,894 | 4 | 23 | 27 | 0.0% |
| Q2 2024 | 102 | $165.2M | 16,654,973 | 15 | 30 | 24 | 0.0% |
| Q1 2024 | 96 | $170.8M | 17,663,331 | 14 | 28 | 25 | 0.0% |
| Q4 2023 | 94 | $150.6M | 15,834,007 | 18 | 23 | 23 | 0.0% |
| Q3 2023 | 81 | $119.2M | 14,211,506 | 8 | 24 | 23 | 0.0% |
| Q2 2023 | 81 | $124.1M | 12,984,089 | 8 | 19 | 24 | 0.0% |
| Q1 2023 | 79 | $125.4M | 12,566,108 | 12 | 20 | 23 | 0.0% |
| Q4 2022 | 71 | $116.8M | 12,370,780 | 10 | 21 | 16 | 0.0% |
| Q3 2022 | 93 | $121.3M | 13,278,903 | 5 | 30 | 22 | 0.0% |
| Q2 2022 | 96 | $127.8M | 12,516,243 | 13 | 24 | 26 | 0.0% |
| Q1 2022 | 92 | $120.7M | 10,679,083 | 11 | 30 | 17 | 0.0% |
| Q4 2021 | 90 | $130.2M | 9,577,020 | 6 | 27 | 16 | 0.0% |
| Q3 2021 | 87 | $120.8M | 9,164,901 | 8 | 27 | 17 | 0.0% |
| Q2 2021 | 85 | $119.1M | 8,811,671 | 7 | 26 | 17 | 0.1% |
| Q1 2021 | 87 | $121.2M | 9,317,226 | 4 | 25 | 20 | 0.0% |
| Q4 2020 | 89 | $121.3M | 9,304,930 | 4 | 26 | 23 | 0.0% |
| Q3 2020 | 92 | $119.8M | 9,686,433 | 8 | 24 | 21 | 0.0% |
| Q2 2020 | 90 | $119.0M | 9,956,427 | 12 | 27 | 22 | 0.0% |
| Q1 2020 | 84 | $106.6M | 9,103,955 | 8 | 19 | 28 | 0.0% |
| Q4 2019 | 85 | $106.1M | 8,423,568 | 9 | 26 | 14 | 0.0% |
| Q3 2019 | 75 | $105.4M | 8,242,976 | 5 | 23 | 18 | 0.0% |
| Q2 2019 | 73 | $101.3M | 8,148,619 | 4 | 24 | 21 | 0.0% |
| Q1 2019 | 78 | $101.8M | 8,400,697 | 6 | 24 | 23 | 0.0% |
| Q4 2018 | 83 | $98.6M | 8,786,845 | 1 | 2 | 1 | 0.0% |