IIM Smart Money
Invesco Value Municipal Income Trust
1W: +0.9%
1M: +5.2%
3M: -9.7%
YTD: -8.5%
1Y: -9.9%
3Y: +26.8%
5Y: -11.4%
$11.23
+0.00 (+0.00%)
Weekly Expected Move ±3.9%
$10
$11
$11
$11
$12
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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🏦 Institutional Activity
Latest: Q2 2026102
Institutions Holding
-9 vs prior
19.4%
Ownership
+1.08%
6
New
32
Increased
29
Reduced
13
Closed
👔 Insider Trades
1 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2025-09-04 | JPMorgan Chase Bank, N.A. | 10% owner | J-Other | 300 | $— | $0 | Filing |
🏛️ Congressional Trades
0 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| No congressional trades found | |||||
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 1,162,995 | $15M | +450,450 | 2026-06-30 | Filing |
| GUGGENHEIM CAPITAL LLC | 986,932 | $13M | -57,423 | 2026-06-30 | Filing |
| BANK OF AMERICA CORP /DE | 712,866 | $9M | -501,619 | 2026-06-30 | Filing |
| MORGAN STANLEY | 691,698 | $9M | +9,810 | 2026-06-30 | Filing |
| UBS Group AG | 589,926 | $8M | +1,251 | 2026-06-30 | Filing |
| WELLS FARGO & COMPANY/MN | 571,987 | $7M | -25,890 | 2026-06-30 | Filing |
| Wagner Wealth Management, LLC | 341,853 | $4M | +85,756 | 2026-06-30 | Filing |
| RAYMOND JAMES FINANCIAL INC | 318,457 | $4M | +58,681 | 2026-06-30 | Filing |
| VAN ECK ASSOCIATES CORP | 269,300 | $3M | +7,307 | 2026-06-30 | Filing |
| LPL Financial LLC | 219,421 | $3M | +33,067 | 2026-06-30 | Filing |
| Cetera Investment Advisers | 200,092 | $3M | +29,698 | 2026-06-30 | Filing |
| HUB Investment Partners, LLC | 169,996 | $2M | — | 2026-06-30 | Filing |
| Rockefeller Capital Management L.P. | 163,901 | $2M | +72,274 | 2026-06-30 | Filing |
| COMMONWEALTH EQUITY SERVICES, LLC | 155,836 | $2M | -9,493 | 2026-06-30 | Filing |
| NewEdge Advisors, LLC | 117,649 | $1M | +8,961 | 2026-06-30 | Filing |
| STIFEL FINANCIAL CORP | 108,389 | $1M | +2,174 | 2026-06-30 | Filing |
| OSAIC HOLDINGS, INC. | 100,280 | $1M | +4,821 | 2026-06-30 | Filing |
| Whipplewood Advisors, LLC | 80,630 | $1M | -1,258 | 2026-06-30 | Filing |
| AMERIPRISE FINANCIAL INC | 71,559 | $929K | +12,124 | 2026-06-30 | Filing |
| D.A. DAVIDSON & CO. | 70,538 | $898K | -2,000 | 2026-06-30 | Filing |