IIM · Insider trading · 13F holders · Congress trades
Invesco Value Mun Income Tr (IIM)
Who is buying and selling IIM: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 4
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
IIM at a glance
- No open-market insider purchases or sales of IIM were filed in the last 90 days.
- 4 13F filers hold IIM among their 50 largest positions, worth $6.7M combined. The biggest bets by portfolio weight are Livelsberger Financial Advisory (10.8%), Wagner Wealth Management, LLC (0.6%) and Whipplewood Advisors, LLC (0.6%). In their latest 13Fs, 1 manager opened a new position and 0 added to one.
- No member of Congress has disclosed a trade in IIM.
IIM insider trading
No open-market insider purchases or sales of IIM were filed in the last 90 days.
Who owns IIM? Hedge funds and superinvestors
4 13F filers hold IIM among their 50 largest positions, worth $6.7M combined. The biggest bets by portfolio weight are Livelsberger Financial Advisory (10.8%), Wagner Wealth Management, LLC (0.6%) and Whipplewood Advisors, LLC (0.6%). In their latest 13Fs, 1 manager opened a new position and 0 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Wagner Wealth Management, LLCWealth manager | 0.6% | $3.7M | 355,254 | +3.9% shares | Q3 2026 |
| Livelsberger Financial AdvisoryWealth manager | 10.8% | $2.0M | 191,454 | New | Q3 2026 |
| Whipplewood Advisors, LLCWealth manager | 0.6% | $877K | 83,872 | +4.0% shares | Q3 2026 |
| Gridiron Partners, LLCInstitutional asset manager | 0.1% | $141K | 13,456 | +0.0% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 4). Screen IIM in the grand portfolio →
IIM stock trades by members of Congress
No member of Congress has disclosed a trade in IIM.
IIM questions and answers
Are insiders buying IIM stock?
No open-market insider purchases or sales of IIM were filed in the last 90 days.
Which hedge funds own IIM?
4 13F filers hold IIM among their 50 largest positions, worth $6.7M combined. The biggest bets by portfolio weight are Livelsberger Financial Advisory (10.8%), Wagner Wealth Management, LLC (0.6%) and Whipplewood Advisors, LLC (0.6%). In their latest 13Fs, 1 manager opened a new position and 0 added to one.
Has Congress traded IIM?
No member of Congress has disclosed a trade in IIM.
Who is the largest holder of IIM?
Among 13F filers, Wagner Wealth Management, LLC reports the largest IIM position, $3.7M (355,254 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Livelsberger Financial Advisory's: 10.8% of its portfolio.
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