Institutional Ownership Invesco Value Municipal Income Trust (IIM)
This table provides information about the institutional ownership of Invesco Value Municipal Income Trust (IIM). We have compiled data on the 104 institutions that hold shares in the stock, with a total of 9.16 Million shares, which have been reported (via 13F filing form) to have a value of $115 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
4,208
shares
|
$52,810
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
4,164
shares
|
$52,258
0.0% of portfolio
|
Q3 2025
Reduced 50.38%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
3,502
shares
|
$43,950
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
3,500
shares
|
$43,925
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
3,260
shares
|
$40,913
0.01% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
2,857
shares
|
$35,855
0.0% of portfolio
|
Q3 2025
Reduced 46.33%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
2,347
shares
|
$29,454
0.01% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
1,885
shares
|
$23,656
0.0% of portfolio
|
Q1 2024
Reduced 74.41%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
1,473
shares
|
$18,486
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
1,358
shares
|
$17,042
0.0% of portfolio
|
Q3 2025
Added 28.36%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
1,334
shares
|
$16,741
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,014
shares
|
$12,725
0.0% of portfolio
|
Q2 2025
Added 181.67%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,000
shares
|
$12,550
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 15, 2026 Q4 2025 |
1,000
shares
|
$12,550
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
800
shares
|
$10,040
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
679
shares
|
$8,521
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
600
shares
|
$7,530
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
600
shares
|
$7,530
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
503
shares
|
$6,312
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
425
shares
|
$5,333
0.0% of portfolio
|
Q2 2025
Reduced 99.31%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
422
shares
|
$5,296
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
374
shares
|
$4,693
0.0% of portfolio
|
Q1 2024
Added 12.83%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
319
shares
|
$4,003
0.0% of portfolio
|
Q2 2021
Reduced 93.62%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
274
shares
|
$3,438
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
251
shares
|
$3,150
0.0% of portfolio
|
Q1 2025
Reduced 91.64%
|
|