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

Guardian Wealth Advisors, LLC

$1.33 Billion
Q2 2025

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

15.3M

Call Options Held

0

Put Options Held

0

Raymond James Financial Inc St. Petersburg, FL

1.35M
Shares

$12.8 Million
0.0% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

1.06M
Shares

$10.1 Million
0.77% of portfolio
Guggenheim Capital LLC Chicago, IL

984K
Shares

$9.3 Million
0.08% of portfolio
Allspring Global Investments Holdings, LLC

883K
Shares

$8.34 Million
0.02% of portfolio
Sit Investment Associates Inc Minneapolis, MN

746K
Shares

$7.05 Million
0.15% 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...

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