Who Owns INVESCO QUALITY MUN INCOME T (IQI)? -- Institutional Holders (2026-06-30)
113 institutions reported holding $108.4M of INVESCO QUALITY MUN INCOME T (IQI) in SEC 13F filings for 2026-06-30. Largest institutional holders: RAYMOND JAMES FINANCIAL INC ($11.7M), GUGGENHEIM CAPITAL LLC ($10.9M), MORGAN STANLEY ($9.6M), SIT INVESTMENT ASSOCIATES INC ($6.7M), LPL Financial LLC ($6.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | RAYMOND JAMES FINANCIAL INC | $11.7M | 1.2M | Trimmed |
| 2 | GUGGENHEIM CAPITAL LLC | $10.9M | 1.1M | Trimmed |
| 3 | MORGAN STANLEY | $9.6M | 944,328 | Added |
| 4 | SIT INVESTMENT ASSOCIATES INC | $6.7M | 657,913 | Hold |
| 5 | LPL Financial LLC | $6.0M | 595,155 | Added |
| 6 | NewEdge Advisors, LLC | $5.7M | 561,365 | Added |
| 7 | WELLS FARGO & COMPANY/MN | $4.9M | 488,674 | Added |
| 8 | Allianz Asset Management GmbH | $4.7M | 461,597 | Hold |
| 9 | Hennion & Walsh Asset Management, Inc. | $3.7M | 367,504 | Trimmed |
| 10 | Advisors Asset Management, Inc. | $3.7M | 366,243 | Added |
| 11 | VAN ECK ASSOCIATES CORP | $3.6M | 351,096 | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $2.4M | 236,259 | Added |
| 13 | UBS Group AG | $2.4M | 235,937 | Added |
| 14 | Royal Bank of Canada | $2.4M | 233,957 | Trimmed |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $2.1M | 206,170 | Added |
| 16 | STIFEL FINANCIAL CORP | $2.0M | 197,555 | Trimmed |
| 17 | IFP Advisors, Inc | $1.8M | 182,631 | Added |
| 18 | Cetera Investment Advisers | $1.6M | 153,178 | Added |
| 19 | JFS WEALTH ADVISORS, LLC | $1.5M | 145,020 | Added |
| 20 | AMERIPRISE FINANCIAL INC | $1.4M | 140,985 | Trimmed |
| 21 | OSAIC HOLDINGS, INC. | $1.2M | 120,429 | Added |
| 22 | North Ground Capital | $1.2M | 120,018 | Trimmed |
| 23 | &PARTNERS | $1.1M | 112,734 | Trimmed |
| 24 | GOLDMAN SACHS GROUP INC | $1.0M | 103,712 | Trimmed |
| 25 | Lido Advisors, LLC | $1.0M | 101,612 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30