Stock Transactions — INVESCO VALUE MUN INCOME TR

Total Bought
1,635,806
41 transactions
Total Sold
374,005
26 transactions
Net
+1,261,801
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲▼
Change in Weight (%)
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Type
RIVERNORTH CAPITAL MANAGEMENT, LLC568,595918,403+349,8080.320.53+0.21buy
Logan Stone Capital, LLC391,526603,558+212,0320.931.56+0.63buy
Hennion & Walsh Asset Management, Inc.774,183937,066+162,8830.520.60+0.08buy
Cetera Investment Advisers12,580164,342+151,7620.000.00+0.00buy
Fort Point Capital Partners LLC47,403171,308+123,9050.090.28+0.19buy
ROBINSON CAPITAL MANAGEMENT, LLC477,328590,665+113,3371.992.43+0.44buy
Rareview Capital LLC0103,279+103,2790.001.22+1.22buy
NINE MASTS CAPITAL Ltd073,630+73,6300.000.23+0.23buy
WELLS FARGO & COMPANY/MN346,479382,949+36,4700.000.00+0.00buy
SFI Advisors, LLC034,615+34,6150.000.33+0.33buy
WOLVERINE ASSET MANAGEMENT LLC35,60867,544+31,9360.010.02+0.01buy
BANK OF AMERICA CORP /DE/1,031,9401,060,270+28,3300.000.00-0.00buy
ROYAL BANK OF CANADA56,09778,945+22,8480.000.00+0.00buy
VAN ECK ASSOCIATES CORP353,063375,211+22,1480.010.01-0.00buy
NOMURA HOLDINGS INC017,227+17,2270.000.00+0.00buy
ABSOLUTE INVESTMENT ADVISERS, LLC016,800+16,8000.000.03+0.03buy
SIT INVESTMENT ASSOCIATES INC166,079182,679+16,6000.050.05+0.00buy
Westchester Capital Management, LLC68,76684,966+16,2000.030.04+0.01buy
Kestra Advisory Services, LLC41,65557,243+15,5880.000.00+0.00buy
COHEN & STEERS, INC.50,00065,000+15,0000.000.00+0.00buy
Leo Wealth, LLC128,280140,745+12,4650.160.17+0.02buy
Invesco Ltd.111,579123,733+12,1540.000.00+0.00buy
Mariner, LLC20,04531,164+11,1190.000.00+0.00buy
D.A. DAVIDSON & CO.010,758+10,7580.000.00+0.00buy
MORGAN STANLEY504,822514,163+9,3410.000.00-0.00buy
Cambridge Investment Research Advisors, Inc.55,50359,811+4,3080.000.00-0.00buy
STIFEL FINANCIAL CORP52,67256,354+3,6820.000.00-0.00buy
AMERIPRISE FINANCIAL INC44,11745,253+1,1360.000.00-0.00buy
CoreCap Advisors, LLC01,058+1,0580.000.00+0.00buy
PNC FINANCIAL SERVICES GROUP, INC.30,60331,603+1,0000.000.00-0.00buy
Steward Partners Investment Advisory, LLC1,3722,295+9230.000.00+0.00buy
COMMONWEALTH EQUITY SERVICES, LLC102,163103,070+9070.000.00-0.00buy
CAROLINAS WEALTH CONSULTING LLC0500+5000.000.00+0.00buy
Davis Investment Partners, LLC36,66437,113+4490.210.19-0.02buy
Wealth Quarterback LLC52,48052,898+4180.380.35-0.02buy
CWM, LLC0353+3530.000.00+0.00buy
Wagner Wealth Management, LLC21,05721,393+3360.080.08-0.00buy
OSAIC HOLDINGS, INC.134,592134,875+2830.000.00+0.00buy
Beacon Pointe Advisors, LLC19,79420,007+2130.000.00-0.00buy
Kozak & Associates, Inc.193196+30.000.00-0.00buy
Beacon Capital Management, LLC399401+20.000.00-0.00buy
NATIONS FINANCIAL GROUP INC, /IA/ /ADV33,78433,78400.040.03-0.00hold
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO6,8096,80900.000.00-0.00hold
HOLLENCREST CAPITAL MANAGEMENT18,88018,88000.020.01-0.01hold
AQR Arbitrage LLC328,193328,19300.160.14-0.02hold
SIGNATUREFD, LLC20120100.000.00-0.00hold
Family Management Corp21,04721,04700.050.05-0.00hold
MACROVIEW INVESTMENT MANAGEMENT LLC69569500.010.01-0.00hold
Allworth Financial LP55055000.000.00-0.00hold
First Horizon Advisors, Inc.60060000.000.00-0.00hold
Anchor Investment Management, LLC42242200.000.00-0.00hold
Investors Research Corp27427400.000.00-0.00hold
Integrated Wealth Concepts LLC16,70016,70000.000.00-0.00hold
Global Retirement Partners, LLC1,0001,00000.000.00-0.00hold
GREAT VALLEY ADVISOR GROUP, INC.43,59243,59200.020.02-0.00hold
TriaGen Wealth Management LLC33,73433,73400.190.17-0.02hold
CoreFirst Bank & Trust6,6006,60000.050.05-0.00hold
Gridiron Partners, LLC28,74128,74100.240.22-0.02hold
Fortitude Advisory Group L.L.C.22,40222,40200.160.15-0.01hold
Quarry LP16,80016,80000.100.08-0.02hold
Financial Perspectives, Inc31931900.000.00-0.00hold
Tyche Wealth Partners LLC40,32540,32500.110.12+0.00hold
Ashton Thomas Private Wealth, LLC15,00015,00000.010.01-0.00hold
US BANCORP \DE\13,09713,09700.000.00-0.00hold
ROTHSCHILD INVESTMENT LLC65,92565,92500.060.06-0.01hold
GOLDMAN SACHS GROUP INC23,61323,61300.000.00+0.00hold
Planned Solutions, Inc.4640-4640.000.00-0.00sell
LPL Financial LLC143,041141,560-1,4810.000.00-0.00sell
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC15,26013,460-1,8000.000.00-0.00sell
AVANTAX ADVISORY SERVICES, INC.12,25110,251-2,0000.000.00-0.00sell
Citizens National Bank Trust Department31,60029,400-2,2000.090.08-0.01sell
Livelsberger Financial Advisory181,517178,984-2,5331.9024.76+22.86sell
Private Advisor Group, LLC67,33464,460-2,8740.010.01-0.00sell
S.A. Mason LLC3,929746-3,1830.030.01-0.03sell
Capital Investment Advisors, LLC79,01874,888-4,1300.020.02-0.00sell
KENNEDY INVESTMENT GROUP225,673220,961-4,7121.481.41-0.06sell
AdvisorNet Financial, Inc7,3651,885-5,4800.010.00-0.01sell
WEDBUSH SECURITIES INC17,73711,279-6,4580.010.01-0.00sell
Bramshill Investments, LLC9,2560-9,2560.010.00-0.01sell
Ackerman Capital Advisors, LLC10,5460-10,5460.030.00-0.03sell
Alpine Global Management, LLC11,2000-11,2000.040.00-0.04sell
Virtu Financial LLC12,2110-12,2110.010.00-0.01sell
NewEdge Advisors, LLC49,13036,905-12,2250.010.00-0.00sell
Elequin Capital, LP13,9450-13,9450.050.00-0.05sell
CLOUGH CAPITAL PARTNERS L P16,8000-16,8000.020.00-0.02sell
UBS Group AG540,264522,961-17,3030.000.00-0.00sell
Advisors Asset Management, Inc.471,182446,907-24,2750.110.10-0.01sell
Weiss Asset Management LP29,6740-29,6740.020.00-0.02sell
HORIZON KINETICS ASSET MANAGEMENT LLC32,7020-32,7020.010.00-0.01sell
Rockefeller Capital Management L.P.147,821113,530-34,2910.010.00-0.00sell
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.150,654110,603-40,0510.160.12-0.04sell
GUGGENHEIM CAPITAL LLC1,027,755955,544-72,2110.090.08-0.01sell
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