Guardian Wealth Advisors, LLC Invesco Quality Municipal Income Trust Transaction History

Guardian Wealth Advisors, LLC

$1.18 Billion
Q4 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 14, 2023	SELL	$8.39 - $9.72 $99,841 - $115,668	-11,900 Reduced 9.07%	119,250 $1 Million
Q2 2023 Aug 14, 2023	SELL	$9.12 - $9.94 $82,992 - $90,454	-9,100 Reduced 6.49%	131,150 $1.25 Million
Q1 2023 May 15, 2023	SELL	$9.32 - $10.33 $38,212 - $42,353	-4,100 Reduced 2.84%	140,250 $1.4 Million
Q4 2022 Feb 14, 2023	BUY	$8.8 - $9.97 $144,584 - $163,807	16,430 Added 12.84%	144,350 $1.36 Million
Q2 2022 Aug 15, 2022	BUY	$9.71 - $11.42 $1.24 Million - $1.46 Million	127,920 New	127,920 $1.31 Million

Others Institutions Holding IQI

# of Institutions

119

Shares Held

18.3M

Call Options Held

0

Put Options Held

0

Rivernorth Capital Management, LLC West Palm Beach, FL

1.47M
Shares

$14.8 Million
0.83% of portfolio
Karpus Management, Inc. Pittsford, NY

1.35M
Shares

$13.6 Million
0.48% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.21M
Shares

$12.2 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

958K
Shares

$9.63 Million
0.08% of portfolio
Hennion & Walsh Asset Management, Inc.

932K
Shares

$9.36 Million
0.44% of portfolio

About Invesco Quality Municipal Income Trust

Ticker IQI
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Invesco Quality Municipal Income Trust is a closed-ended fixed income mutual fund launched by Invesco Ltd. The fund is co-managed by Invesco Advisers, Inc., INVESCO Asset Management Deutschland GmbH, INVESCO Asset Management Limited, INVESCO Asset Management (Japan) Limited, Invesco Hong Kong Limited, INVESCO Senior Secured Management, Inc., and...

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Guardian Wealth Advisors, LLC , based on Form 13F filings with the SEC.

News

Stay updated on Guardian Wealth Advisors, LLC with notifications on news.