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 121 institutions that hold shares in the stock, with a total of 14.7 Million shares, which have been reported (via 13F filing form) to have a value of $147 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
13,872
shares
|
$139,413
0.0% of portfolio
|
Q3 2025
Reduced 7.37%
|
|
|
Successful Portfolios LLC
|
Jan 22, 2026 Q4 2025 |
13,832
shares
|
$139,011
0.07% of portfolio
|
Q3 2025
Added 27.7%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
13,375
shares
|
$134,418
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
13,348
shares
|
$134,147
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
12,511
shares
|
$125,735
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
12,392
shares
|
$124,539
0.0% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
12,263
shares
|
$123,243
0.0% of portfolio
|
Q3 2025
Added 25.54%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
11,370
shares
|
$114,268
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kercheville Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
11,000
shares
|
$110,550
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
10,648
shares
|
$107,012
0.01% of portfolio
|
Q3 2025
Reduced 23.11%
|
|
|
Live Oak Private Wealth LLC
|
Jan 23, 2026 Q4 2025 |
10,480
shares
|
$105,324
0.02% of portfolio
|
Q2 2020
New holding
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Jan 21, 2026 Q4 2025 |
10,000
shares
|
$100,500
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
7,000
shares
|
$70,350
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
4,983
shares
|
$50,079
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
4,500
shares
|
$45,225
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
4,492
shares
|
$45,144
0.0% of portfolio
|
Q4 2024
Added 11.91%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
3,562
shares
|
$35,798
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
3,500
shares
|
$35,175
0.03% of portfolio
|
Q4 2025
Reduced 61.11%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
3,285
shares
|
$33,014
0.0% of portfolio
|
Q1 2025
Reduced 23.6%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
3,058
shares
|
$30,732
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
2,811
shares
|
$28,250
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
2,768
shares
|
$27,818
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,500
shares
|
$25,125
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
2,286
shares
|
$22,974
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 15, 2026 Q4 2025 |
2,000
shares
|
$20,100
0.01% of portfolio
|
Q3 2025
New holding
|
|