INVESCO VALUE MUNICIPAL INCO (IIM) Institutional Shareholders
INVESCO VALUE MUNICIPAL INCO (IIM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $106.39M in IIM holdings during the latest filing period.
Hennion & Walsh Asset Management, Inc. is currently the largest disclosed institutional shareholder of IIM tracked by InsiderSet, reporting ownership valued at approximately $14.80M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $13.84M, representing an estimated loss of -6.52% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed IIM value among the investors covered in this analysis. Major shareholders include Hennion & Walsh Asset Management, Inc., Guggenheim Capital Llc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in INVESCO VALUE MUNICIPAL INCO (IIM).
This page ranks the largest institutional IIM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
86
Total Reported Value
$106.39M
Largest Holder
Hennion & Walsh Asset Management, Inc.
Largest Position
$14.80M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
113
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 0.42% | 1,162,995 | $14,804,926 | $13,839,641 | -$965,286 | -6.52% | |
| Guggenheim Capital Llc | 0.08% | 986,932 | $12,563,644 | $11,744,491 | -$819,153 | -6.52% | |
| Bank Of America Corp | 0.00% | 712,866 | $9,074,787 | $8,483,105 | -$591,682 | -6.52% | |
| Morgan Stanley | 0.00% | 691,698 | $8,805,316 | $8,231,206 | -$574,110 | -6.52% | |
| Ubs Group Ag | 0.00% | 589,926 | $7,509,760 | $7,020,119 | -$489,641 | -6.52% | |
| Wells Fargo & Company/Mn | 0.00% | 571,987 | $7,281,398 | $6,806,645 | -$474,753 | -6.52% | |
| Advisors Asset Management, Inc. | 0.07% | 295,092 | $5,028,368 | $3,511,595 | -$1,516,773 | -30.16% | |
| Wagner Wealth Management, Llc | 0.81% | 341,853 | $4,351,786 | $4,068,051 | -$283,735 | -6.52% | |
| Raymond James Financial Inc | 0.00% | 318,457 | $4,053,959 | $3,789,638 | -$264,321 | -6.52% | |
| Van Eck Associates Corp | 0.00% | 269,300 | $3,428,189 | $3,204,670 | -$223,519 | -6.52% | |
| Lpl Financial Llc | 0.00% | 219,421 | $2,793,229 | $2,611,110 | -$182,119 | -6.52% | |
| Cetera Investment Advisers | 0.00% | 200,092 | $2,547,175 | $2,381,095 | -$166,080 | -6.52% | |
| Hub Investment Partners, Llc | 0.04% | 169,996 | $2,164,045 | $2,022,952 | -$141,093 | -6.52% | |
| Rockefeller Capital Management L.P. | 0.00% | 163,901 | $2,086,464 | $1,950,422 | -$136,042 | -6.52% | |
| Commonwealth Equity Services, Llc | 0.00% | 155,836 | $1,983,790 | $1,854,448 | -$129,342 | -6.52% | |
| Newedge Advisors, Llc | 0.00% | 117,649 | $1,497,673 | $1,400,023 | -$97,650 | -6.52% | |
| Stifel Financial Corp | 0.00% | 108,389 | $1,379,800 | $1,289,829 | -$89,971 | -6.52% | |
| Osaic Holdings, Inc. | 0.00% | 100,280 | $1,276,681 | $1,193,332 | -$83,349 | -6.53% | |
| Whipplewood Advisors, Llc | 0.69% | 80,630 | $1,026,420 | $959,497 | -$66,923 | -6.52% | |
| Ameriprise Financial Inc | 0.00% | 71,559 | $929,050 | $851,552 | -$77,498 | -8.34% | |
| D.A. Davidson & Co. | 0.00% | 70,538 | $897,949 | $839,402 | -$58,547 | -6.52% | |
| &Partners | 0.00% | 55,261 | $703,475 | $657,606 | -$45,869 | -6.52% | |
| Royal Bank Of Canada | 0.00% | 54,019 | $687,000 | $642,826 | -$44,174 | -6.43% | |
| Lexaurum Advisors, Llc | 0.07% | 44,520 | $566,742 | $529,788 | -$36,954 | -6.52% | |
| Davis Investment Partners, Llc | 0.17% | 43,816 | $557,778 | $521,410 | -$36,368 | -6.52% | |
| Capital Investment Advisors, Llc | 0.01% | 40,400 | $514,291 | $480,760 | -$33,531 | -6.52% | |
| Retirement Planning Group, Llc | 0.01% | 38,862 | $494,713 | $462,458 | -$32,255 | -6.52% | |
| Tyche Wealth Partners Llc | 0.06% | 34,840 | $443,517 | $414,596 | -$28,921 | -6.52% | |
| Wealth Quarterback Llc | 0.12% | 31,067 | $395,477 | $369,697 | -$25,780 | -6.52% | |
| Concurrent Investment Advisors, Llc | 0.00% | 30,431 | $387,385 | $362,129 | -$25,256 | -6.52% | |
| Fortitude Advisory Group L.L.C. | 0.14% | 28,520 | $363,060 | $339,388 | -$23,672 | -6.52% | |
| Cornerstone Wealth Management, Llc | 0.02% | 28,213 | $359,152 | $335,735 | -$23,417 | -6.52% | |
| Goldman Sachs Group Inc | 0.00% | 23,613 | $300,596 | $280,995 | -$19,601 | -6.52% | |
| Cibc Bancorp Usa Inc. | 0.00% | 23,331 | $297,004 | $277,639 | -$19,365 | -6.52% | |
| Private Advisor Group, Llc | 0.00% | 20,702 | $263,532 | $246,354 | -$17,178 | -6.52% | |
| Wescap Management Group, Inc. | 0.05% | 20,244 | $257,706 | $240,904 | -$16,802 | -6.52% | |
| Nuveen, Llc | 0.00% | 19,251 | $245,065 | $229,087 | -$15,978 | -6.52% | |
| Integrated Wealth Concepts Llc | 0.00% | 18,200 | $231,686 | $216,580 | -$15,106 | -6.52% | |
| Hollencrest Capital Management | 0.02% | 18,180 | $231,431 | $216,342 | -$15,089 | -6.52% | |
| Xtx Topco Ltd | 0.00% | 18,137 | $230,884 | $215,830 | -$15,054 | -6.52% | |
| Family Manage Llc | 0.02% | 17,526 | $223,106 | $208,559 | -$14,547 | -6.52% | |
| Lauer Wealth, Llc | 0.14% | 16,500 | $212,025 | $196,350 | -$15,675 | -7.39% | |
| Quantinno Capital Management Lp | 0.00% | 16,097 | $204,925 | $191,554 | -$13,371 | -6.52% | |
| Kestra Advisory Services, Llc | 0.00% | 15,108 | $192,321 | $179,785 | -$12,536 | -6.52% | |
| Zinnia Wealth Advisory, Llc | 0.19% | 14,546 | $185,171 | $173,097 | -$12,074 | -6.52% | |
| Uniting Wealth Partners, Llc | 0.04% | 13,926 | $177,273 | $165,719 | -$11,554 | -6.52% | |
| Envestnet Asset Management Inc | 0.00% | 13,503 | $171,893 | $160,686 | -$11,207 | -6.52% | |
| Gridiron Partners, Llc | 0.09% | 13,456 | $171,295 | $160,126 | -$11,169 | -6.52% | |
| Us Bancorp \De\ | 0.00% | 13,097 | $166,725 | $155,854 | -$10,871 | -6.52% | |
| Plan Group Financial, Llc | 0.03% | 12,865 | $163,771 | $153,094 | -$10,678 | -6.52% |
Frequently asked questions about IIM
Who owns the most IIM stock?
The largest holders of IIM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO VALUE MUNICIPAL INCO (IIM).
Is IIM widely held by superinvestors?
Many widely followed stocks like IIM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IIM is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.