Filing Research | INVESCO QUALITY MUN INCOME T Institutional Holdings

Snapshot holdings

30 / 30 loaded

#		Instrument	quantity
1	Hennion & Walsh Asset Management, Inc.	Shares	367.5KSH	$3.7M
2	IFP Advisors, Inc	Shares	182.6KSH	$1.8M
3	JFS WEALTH ADVISORS, LLC	Shares	145.0KSH	$1.5M
4	Cottage Street Advisors LLC	Shares	90.0KSH	$910.8K
5	Hardin Capital Partners, LLC	Shares	32.5KSH	$328.6K
6	Cornerstone Wealth Management, LLC	Shares	31.4KSH	$317.9K
7	Fortitude Advisory Group L.L.C.	Shares	25.8KSH	$260.7K
8	Worth Asset Management, LLC	Shares	25.1KSH	$254.2K
9	J.W. COLE ADVISORS, INC.	Shares	17.1KSH	$173.2K
10	Avior Wealth Management, LLC	Shares	15.7KSH	$158.9K
11	MELFA WEALTH MANAGEMENT, INC.	Shares	15.3KSH	$155.3K
12	River Street Advisors LLC	Shares	15.2KSH	$154.0K
13	Successful Portfolios LLC	Shares	13.2KSH	$135.5K
14	BAR HARBOR WEALTH MANAGEMENT	Shares	13.3KSH	$135.1K
15	Citizens National Bank Trust Department	Shares	11.9KSH	$120.4K
16	PETRA FINANCIAL ADVISORS INC	Shares	11.3KSH	$113.8K
17	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	11.0KSH	$111.8K
18	Live Oak Private Wealth LLC	Shares	10.5KSH	$106.1K
19	EASTERN BANK	Shares	2.3KSH	$23.1K
20	HIGHLINE WEALTH PARTNERS LLC	Shares	2.0KSH	$20.2K
21	Noble Wealth Management PBC	Shares	2.0KSH	$20.2K
22	CoreCap Advisors, LLC	Shares	1.6KSH	$16.2K
23	Spire Wealth Management	Shares	1.3KSH	$13.2K
24	FIRST HORIZON CORP	Shares	1.0KSH	$10.1K
25	Central Pacific Bank - Trust Division	Shares	954SH	$9.7K
26	Community Financial Services Group, LLC	Shares	877SH	$8.9K
27	LANARK FINANCIAL, INC.	Shares	400SH	$4.0K
28	GoalVest Advisory LLC	Shares	313SH	$3.2K
29	Financial Perspectives, Inc	Shares	91SH	$916
30	SIGNATUREFD, LLC	Shares	0SH	$1

Manager changes2026-06-30 vs 2026-03-31

33 / 33 loaded

#		Instrument
1	IFP Advisors, Inc added	Shares	+58.5K	+$653.9K	$1.8M
2	Cottage Street Advisors LLC added	Shares	+25.0K	+$285.5K	$910.8K
3	Worth Asset Management, LLC new	Shares	+25.1K	+$254.2K	$254.2K
4	J.W. COLE ADVISORS, INC. new	Shares	+17.1K	+$173.2K	$173.2K
5	JFS WEALTH ADVISORS, LLC added	Shares	+183	+$74.3K	$1.5M
6	Fortitude Advisory Group L.L.C. added	Shares	+4.9K	+$60.0K	$260.7K
7	Cornerstone Wealth Management, LLC added	Shares	+727	+$22.7K	$317.9K
8	PETRA FINANCIAL ADVISORS INC added	Shares	+1.3K	+$17.6K	$113.8K
9	CoreCap Advisors, LLC new	Shares	+1.6K	+$16.2K	$16.2K
10	Hardin Capital Partners, LLC unchanged	Shares	0	+$15.9K	$328.6K
11	Successful Portfolios LLC trimmed	Shares	-1	+$11.3K	$135.5K
12	Avior Wealth Management, LLC unchanged	Shares	0	+$7.8K	$158.9K
13	MELFA WEALTH MANAGEMENT, INC. unchanged	Shares	0	+$7.7K	$155.3K
14	River Street Advisors LLC unchanged	Shares	0	+$7.6K	$154.0K
15	BAR HARBOR WEALTH MANAGEMENT unchanged	Shares	0	+$6.7K	$135.1K
16	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+59	+$6.2K	$111.8K
17	Citizens National Bank Trust Department unchanged	Shares	0	+$6.0K	$120.4K
18	Live Oak Private Wealth LLC unchanged	Shares	0	+$5.2K	$106.1K
19	EASTERN BANK unchanged	Shares	0	+$1.1K	$23.1K
20	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	+$1.0K	$20.2K
21	Spire Wealth Management unchanged	Shares	0	+$651	$13.2K
22	FIRST HORIZON CORP unchanged	Shares	0	+$500	$10.1K
23	Central Pacific Bank - Trust Division unchanged	Shares	0	+$477	$9.7K
24	Community Financial Services Group, LLC unchanged	Shares	0	+$447	$8.9K
25	LANARK FINANCIAL, INC. unchanged	Shares	0	+$200	$4.0K
26	GoalVest Advisory LLC unchanged	Shares	0	+$157	$3.2K
27	SIGNATUREFD, LLC unchanged	Shares	0	$0	$1
28	Sound Income Strategies, LLC exited	Shares	-9	-$83	$0
29	Financial Perspectives, Inc trimmed	Shares	-271	-$2.6K	$916
30	Noble Wealth Management PBC trimmed	Shares	-1.5K	-$13.4K	$20.2K
31	Sowell Financial Services LLC exited	Shares	-15.3K	-$147.2K	$0
32	Pathfinder Wealth Consulting, Inc. exited	Shares	-20.1K	-$193.2K	$0
33	Hennion & Walsh Asset Management, Inc. trimmed	Shares	-447.2K	-$4.1M	$3.7M