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 120 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 |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
1,817
shares
|
$18,260
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 14, 2026 Q4 2025 |
1,716
shares
|
$17,245
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
1,302
shares
|
$13,085
0.0% of portfolio
|
Q3 2023
Reduced 45.89%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,220
shares
|
$12,261
0.0% of portfolio
|
Q3 2025
Reduced 98.82%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
1,205
shares
|
$12,110
0.0% of portfolio
|
Q4 2025
Added 1.86%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
1,157
shares
|
$11,627
0.0% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,100
shares
|
$11,055
0.0% of portfolio
|
Q4 2023
Reduced 66.67%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,000
shares
|
$10,050
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
1,000
shares
|
$10,050
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
954
shares
|
$9,587
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
800
shares
|
$8,040
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
500
shares
|
$5,025
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
400
shares
|
$4,020
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
362
shares
|
$3,638
0.0% of portfolio
|
Q2 2021
Reduced 92.29%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
339
shares
|
$3,406
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
313
shares
|
$3,145
0.0% of portfolio
|
N/A
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
250
shares
|
$2,512
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
250
shares
|
$2,512
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|