Institutional Ownership Invesco Quality Municipal Income Trust (IQI)
This table provides information about the institutional ownership of Invesco Quality Municipal Income Trust (IQI). We have compiled data on the 119 institutions that hold shares in the stock, with a total of 15.5 Million shares, which have been reported (via 13F filing form) to have a value of $155 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
14,975
shares
|
$149,750
0.0% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
14,648
shares
|
$146,480
0.0% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
14,400
shares
|
$144,000
0.03% of portfolio
|
Q2 2025
Reduced 9.43%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
13,848
shares
|
$138,480
0.01% of portfolio
|
Q2 2025
Reduced 12.62%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 23, 2025 Q2 2025 |
13,348
shares
|
$133,480
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
12,511
shares
|
$125,110
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
12,500
shares
|
$125,000
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
12,455
shares
|
$124,550
0.0% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
12,150
shares
|
$121,500
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
11,700
shares
|
$117,000
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
11,510
shares
|
$115,100
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kercheville Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
11,000
shares
|
$110,000
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
10,832
shares
|
$108,320
0.06% of portfolio
|
Q4 2024
Reduced 18.6%
|
|
|
Live Oak Private Wealth LLC
|
Aug 04, 2025 Q2 2025 |
10,480
shares
|
$104,800
0.02% of portfolio
|
Q2 2020
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Aug 07, 2025 Q2 2025 |
10,220
shares
|
$102,200
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Aug 01, 2025 Q2 2025 |
10,000
shares
|
$100,000
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
9,768
shares
|
$97,680
0.0% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
4,983
shares
|
$49,830
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
4,500
shares
|
$45,000
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
4,492
shares
|
$44,920
0.0% of portfolio
|
Q4 2024
Added 11.91%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
3,285
shares
|
$32,850
0.0% of portfolio
|
Q1 2025
Reduced 23.6%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
3,263
shares
|
$32,630
0.0% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
3,058
shares
|
$30,580
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,811
shares
|
$28,110
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,500
shares
|
$25,000
0.01% of portfolio
|
Q1 2023
New holding
|