Wealth Plan Partners, LLC Invesco Quality Municipal Income Trust Transaction History

Wealth Plan Partners, LLC

$705 Billion
Q4 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 31, 2023	SELL	$9.12 - $9.94 $13,679 - $14,910	-1,500 Reduced 16.21%	7,752 $74.1 Million
Q1 2023 May 10, 2023	SELL	$9.32 - $10.33 $45,770 - $50,730	-4,911 Reduced 34.67%	9,252 $92.3 Million
Q4 2022 Feb 16, 2023	BUY	$8.8 - $9.97 $124,634 - $141,205	14,163 New	14,163 $141 Million

Others Institutions Holding IQI

# of Institutions

120

Shares Held

18.3M

Call Options Held

0

Put Options Held

0

Rivernorth Capital Management, LLC West Palm Beach, FL

1.47M
Shares

$14.2 Million
0.83% of portfolio
Karpus Management, Inc. Pittsford, NY

1.35M
Shares

$13 Million
0.48% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.21M
Shares

$11.7 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

958K
Shares

$9.25 Million
0.08% of portfolio
Hennion & Walsh Asset Management, Inc.

932K
Shares

$8.99 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...

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