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 $102.21M 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 $14.54M, representing an estimated loss of -1.81% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed IIM value among the investors covered in this analysis. Major shareholders include Hennion & Walsh Asset Management, Inc., Bank Of America Corp, Guggenheim Capital Llc, 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
90
Total Reported Value
$102.21M
Largest Holder
Hennion & Walsh Asset Management, Inc.
Largest Position
$14.80M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
111
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 | $14,537,438 | -$267,489 | -1.81% | |
| Bank Of America Corp | 0.00% | 1,214,485 | $14,768,132 | $15,181,063 | +$412,931 | +2.80% | |
| Guggenheim Capital Llc | 0.10% | 1,044,355 | $12,699,357 | $13,054,438 | +$355,081 | +2.80% | |
| Morgan Stanley | 0.00% | 681,888 | $8,291,768 | $8,523,600 | +$231,832 | +2.80% | |
| Wells Fargo & Company/Mn | 0.00% | 597,877 | $7,270,186 | $7,473,463 | +$203,277 | +2.80% | |
| Ubs Group Ag | 0.00% | 588,675 | $7,158,290 | $7,358,438 | +$200,148 | +2.80% | |
| Wagner Wealth Management, Llc | 0.81% | 341,853 | $4,351,786 | $4,273,163 | -$78,624 | -1.81% | |
| Raymond James Financial Inc | 0.00% | 259,776 | $3,158,879 | $3,247,200 | +$88,321 | +2.80% | |
| Arkadios Wealth Advisors | 0.05% | 234,328 | $2,849,423 | $2,929,100 | +$79,677 | +2.80% | |
| Lpl Financial Llc | 0.00% | 186,354 | $2,266,068 | $2,329,425 | +$63,357 | +2.80% | |
| Hub Investment Partners, Llc | 0.04% | 169,996 | $2,164,045 | $2,124,950 | -$39,095 | -1.81% | |
| Cetera Investment Advisers | 0.00% | 170,394 | $2,071,993 | $2,129,925 | +$57,932 | +2.80% | |
| Commonwealth Equity Services, Llc | 0.00% | 155,836 | $1,983,790 | $1,947,950 | -$35,840 | -1.81% | |
| Stifel Financial Corp | 0.00% | 106,215 | $1,291,576 | $1,327,688 | +$36,112 | +2.80% | |
| Osaic Holdings, Inc. | 0.00% | 95,459 | $1,160,862 | $1,193,238 | +$32,376 | +2.79% | |
| Rockefeller Capital Management L.P. | 0.00% | 91,627 | $1,114,190 | $1,145,338 | +$31,148 | +2.80% | |
| Whipplewood Advisors, Llc | 0.69% | 80,630 | $1,026,420 | $1,007,875 | -$18,545 | -1.81% | |
| D.A. Davidson & Co. | 0.00% | 70,538 | $897,949 | $881,725 | -$16,224 | -1.81% | |
| Royal Bank Of Canada | 0.00% | 65,637 | $798,000 | $820,463 | +$22,463 | +2.81% | |
| Ameriprise Financial Inc | 0.00% | 59,435 | $722,733 | $742,938 | +$20,205 | +2.80% | |
| &Partners | 0.00% | 52,518 | $638,616 | $656,475 | +$17,859 | +2.80% | |
| Lexaurum Advisors, Llc | 0.07% | 44,520 | $566,742 | $556,500 | -$10,242 | -1.81% | |
| Retirement Planning Group, Llc | 0.02% | 45,552 | $553,912 | $569,400 | +$15,488 | +2.80% | |
| Capital Investment Advisors, Llc | 0.01% | 44,389 | $539,770 | $554,863 | +$15,093 | +2.80% | |
| Davis Investment Partners, Llc | 0.18% | 43,006 | $522,950 | $537,575 | +$14,625 | +2.80% | |
| Advisors Asset Management, Inc. | 0.01% | 41,738 | $507,534 | $521,725 | +$14,191 | +2.80% | |
| Jane Street Group, Llc | 0.00% | 37,704 | $458,481 | $471,300 | +$12,819 | +2.80% | |
| Tyche Wealth Partners Llc | 0.07% | 34,840 | $423,658 | $435,500 | +$11,842 | +2.80% | |
| Wealth Quarterback Llc | 0.12% | 31,067 | $395,477 | $388,338 | -$7,140 | -1.81% | |
| Concurrent Investment Advisors, Llc | 0.00% | 30,431 | $387,385 | $380,388 | -$6,998 | -1.81% | |
| Fortitude Advisory Group L.L.C. | 0.14% | 28,520 | $363,060 | $356,500 | -$6,560 | -1.81% | |
| Cornerstone Wealth Management, Llc | 0.02% | 28,213 | $359,152 | $352,663 | -$6,490 | -1.81% | |
| Savant Capital, Llc | 0.00% | 25,769 | $313,352 | $322,113 | +$8,761 | +2.80% | |
| Gridiron Partners, Llc | 0.19% | 25,233 | $306,833 | $315,413 | +$8,580 | +2.80% | |
| Cibc Bancorp Usa Inc. | 0.00% | 24,324 | $295,780 | $304,050 | +$8,270 | +2.80% | |
| Goldman Sachs Group Inc | 0.00% | 23,613 | $287,137 | $295,163 | +$8,026 | +2.80% | |
| Private Advisor Group, Llc | 0.00% | 20,702 | $263,532 | $258,775 | -$4,757 | -1.81% | |
| Wescap Management Group, Inc. | 0.05% | 20,244 | $246,167 | $253,050 | +$6,883 | +2.80% | |
| Nuveen, Llc | 0.00% | 19,251 | $234,092 | $240,638 | +$6,546 | +2.80% | |
| Integrated Wealth Concepts Llc | 0.00% | 18,200 | $221,312 | $227,500 | +$6,188 | +2.80% | |
| Hollencrest Capital Management | 0.01% | 18,180 | $221,069 | $227,250 | +$6,181 | +2.80% | |
| Family Manage Llc | 0.03% | 17,526 | $213,116 | $219,075 | +$5,959 | +2.80% | |
| Lauer Wealth, Llc | 0.14% | 16,500 | $212,025 | $206,250 | -$5,775 | -2.72% | |
| Kestra Advisory Services, Llc | 0.00% | 15,108 | $192,321 | $188,850 | -$3,471 | -1.80% | |
| Zinnia Wealth Advisory, Llc | 0.19% | 14,546 | $185,171 | $181,825 | -$3,346 | -1.81% | |
| Uniting Wealth Partners, Llc | 0.04% | 13,873 | $168,699 | $173,413 | +$4,714 | +2.79% | |
| Avior Wealth Management, Llc | 0.00% | 12,600 | $160,398 | $157,500 | -$2,898 | -1.81% | |
| River Street Advisors Llc | 0.05% | 12,514 | $159,304 | $156,425 | -$2,879 | -1.81% | |
| Us Bancorp \De\ | 0.00% | 13,097 | $159,260 | $163,713 | +$4,453 | +2.80% | |
| Plan Group Financial, Llc | 0.04% | 12,865 | $156,438 | $160,813 | +$4,375 | +2.80% |
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.