Invesco Mun Tr

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Invesco Mun Tr

$VKQ

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NewIncreasedMaintainedDecreasedLiquidated
926351610
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Proequities, Inc.06-30-2020Com0Maintained0.000.000.000.000.00Form 13
Capital Investment Advisors, Llc12-31-2019Com41,457Increased0.170.02512,000.005.1312.35Form 13
Fortis Group Advisors, Llc09-30-2020Com37,772New!0.000.09453,000.000.0011.99Form 13
Gradient Investments Llc12-31-2020Com1,234Maintained0.000.0015,000.000.0012.16Form 13
Kestra Advisory Services, Llc12-31-2020Com37,002Increased253.980.01471,000,000.00273.8112,729.04Form 13
Capital Investment Advisors, Llc12-31-2020Com42,285Increased2.170.02542,000.009.0512.82Form 13
Ibex Wealth Advisors12-31-2020Mf Closed And Mf Open127,693Increased15.120.431,637,000.0022.9012.82Form 13
Selective Wealth Management, Inc.12-31-2020Com741Maintained0.000.019,000.000.0012.15Form 13
Wealth Alliance Advisory Group, Llc12-31-2020Com22,000Maintained0.000.15282,000.006.8212.82Form 13
Hollencrest Capital Management12-31-2020Non-tax Cef11,920Maintained0.000.02153,000.006.9912.84Form 13
Atlas Private Wealth Management12-31-2020Cef941Maintained0.000.0112,000.009.0912.75Form 13
James Investment Research Inc12-31-2020Com600Decreased-40.000.008,000.00-33.3313.33Form 13
Robinson Capital Management, Llc12-31-2020Com62,451New!0.000.45799,000.000.0012.79Form 13
Community Bank, N.a.12-31-2020Closed End Mutual Funds500Maintained0.000.006,000.000.0012.00Form 13
Jfs Wealth Advisors, Llc12-31-2020Com289,886Increased0.590.783,716,000.007.3712.82Form 13
Sheaff Brock Investment Advisors, Llc12-31-2020Com22,646Increased0.150.02290,000.006.6212.81Form 13
Ackerman Capital Advisors, Llc12-31-2020Com20,552New!0.000.07263,000.000.0012.80Form 13
First Trust Advisors Lp12-31-2020Com51,550Increased7.300.00661,000.0014.5612.82Form 13
Cambridge Investment Research Advisors, Inc.12-31-2020Mun Tr Com24,783Maintained0.001.86318,000.006.7112.83Form 13
Us Bancorp \de\12-31-2020Other612Increased1.320.008,000.0014.2913.07Form 13
Horan Securities, Inc.12-31-2020Cef2,587Decreased-13.100.0333,000.00-8.3312.76Form 13
Jacobi Capital Management Llc12-31-2020Com156Maintained0.000.002,000.000.0012.82Form 13
Seelaus Asset Management Llc12-31-2020Com15,593New!0.000.15200,000.000.0012.83Form 13
Old North State Trust, Llc12-31-2020Com20,000Maintained0.000.20256,000.006.6712.80Form 13
Fmr Llc12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Washington Trust Co12-31-2020Com11,300Maintained0.000.00145,000.006.6212.83Form 13
Equitable Holdings, Inc.12-31-2020Com12,977Maintained0.000.00166,000.006.4112.79Form 13
Merrion Investment Management Co, Llc12-31-2020Com400New!0.000.005,000.000.0012.50Form 13
Advisory Services Network, Llc12-31-2020Cef0Liquidated!-100.000.000.000.000.00Form 13
Sunbelt Securities, Inc.12-31-2020Com15,333New!0.000.04197,000.000.0012.85Form 13
Wells Fargo & Company/mn12-31-2020Com433,234Decreased-18.960.005,554,000.00-13.5025.64Form 13
Van Eck Associates Corp12-31-2020Com249,062Decreased-5.040.013,193,000.001.3712.82Form 13
Mariner Investment Group Llc12-31-2020Com45,678Maintained0.001.19586,000.006.7412.83Form 13
Hightower Advisors, Llc12-31-2020Com19,968Maintained0.000.00255,000.006.6912.77Form 13
Barrett Asset Management, Llc12-31-2020Etf7,555Maintained0.000.0191,000.00-6.1912.05Form 13
Tradewinds Capital Management, Llc12-31-2020Com5,988Maintained0.000.0277,000.006.9412.86Form 13
Advisor Group Holdings, Inc.12-31-2020Com66,045Decreased-1.220.00848,000.005.7465.07Form 13
Bank Of America Corp /de/12-31-2020Com180,877Decreased-0.300.002,319,000.008.6726.15Form 13
Mid Atlantic Financial Management Inc/adv12-31-2020Com24,650Increased2.490.02316,000.004.9812.82Form 13
Panagora Asset Management Inc12-31-2020Efndc113Decreased-82.980.001,000.00-87.508.85Form 13
Rmb Capital Management, Llc12-31-2020Com10,973New!0.000.01141,000.000.0012.85Form 13
B. Riley Wealth Management, Inc.12-31-2020Com17,535Decreased-17.090.03225,000.00-11.4212.83Form 13
Ubs Group Ag12-31-2020Com920,339Increased15.350.0011,799,000.0023.1412.82Form 13
Baird Financial Group, Inc.12-31-2020Common22,890Maintained0.000.00294,000.000.0025.70Form 13
Kalos Management, Inc.12-31-2020Etf19,250Maintained0.000.11249,000.005.9612.94Form 13
Fsa Wealth Management Llc12-31-2020Equity850Maintained0.000.0111,000.0010.0012.94Form 13
Commonwealth Equity Services, Llc12-31-2020Com53,297Increased4.430.00683,000.0011.6012.81Form 13
Northern Trust Corp12-31-2020Undefind13,648Increased0.040.002,000.000.000.15Form 13
Sit Investment Associates Inc12-31-2020Common968,558Increased50.630.3412,417,000.0053.1312.82Form 13
Oppenheimer & Co Inc12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Citigroup Inc12-31-2020Com1,000Maintained0.000.0013,000.008.3313.00Form 13
Raymond James & Associates12-31-2020Com63,257Increased9.840.00811,000.0017.2012.82Form 13
Northwestern Mutual Wealth Management Co12-31-2020Com11,496Maintained0.000.00147,000.006.5212.79Form 13
Wolverine Asset Management Llc12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
J.w. Cole Advisors, Inc.12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Raymond James Financial Services Advisors, Inc.12-31-2020Com13,282Decreased-5.870.00170,000.000.5912.80Form 13
Meristem Family Wealth, Llc12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Highlander Capital Management, Llc12-31-2020Equities5,770Maintained0.000.0374,000.007.2512.82Form 13
Prospera Financial Services Inc12-31-2020Com11,787Increased1615.720.01151,000.001,787.5012.81Form 13
Wealthcare Advisory Partners Llc12-31-2020Common34,580Increased107.070.04443,000.00120.4012.81Form 13
Pinnacle Wealth Planning Services, Inc.12-31-2020Cef1,847New!0.000.0124,000.000.0012.99Form 13
Financial Advocates Investment Management12-31-2020Com41,699Decreased-20.520.04535,000.00-15.0812.83Form 13
Rockefeller Capital Management L.p.12-31-2020Com18,081Increased21.760.00231,000.0032.0012.78Form 13
Pnc Financial Services Group, Inc.12-31-2020Com33,947Increased9.510.00435,000.0019.1812.81Form 13
Stifel Financial Corp12-31-2020Com22,251Decreased-16.680.00285,000.00-11.2138.00Form 13
Ameriprise Financial Inc12-31-2020Com100,309Decreased-1.800.001,286,000.007.0812.82Form 13
Parametric Portfolio Associates Llc12-31-2020Closed-end Fund668,389Decreased-6.350.018,569,000.00-0.0312.82Form 13
Bokf, Na12-31-2020Com38,000Maintained0.000.01487,000.006.8012.82Form 13
Royal Bank Of Canada12-31-2020Com132,255Increased21.040.001,695,000.0029.1938.20Form 13
Guggenheim Capital Llc12-31-2020Com1,472,877Increased0.510.1118,882,000.007.2863.87Form 13
Cohen & Steers, Inc.12-31-2020Com14,795Maintained0.000.00190,000.006.7412.84Form 13
Benjamin F. Edwards & Company, Inc.12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Rivernorth Capital Management, Llc12-31-2020Com476,013Increased8.910.366,102,000.0016.2512.82Form 13
Pathstone Family Office, Llc12-31-2020Com175Maintained0.000.002,000.000.0011.43Form 13
Nuveen Asset Management, Llc12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Bramshill Investments, Llc12-31-2020Etf2,000,823Increased13.191.7725,650,000.0020.8312.82Form 13
Edge Capital Group, Llc12-31-2020Com40,000Maintained0.000.04513,000.006.8812.82Form 13
Pacitti Group Inc.12-31-2020Com2,100Maintained0.000.0226,000.004.0012.38Form 13
Smith, Moore & Co.12-31-2020Com60,112Increased1.620.14771,000.008.5912.83Form 13
Fifth Third Bancorp12-31-2020Com5,522Maintained0.000.0071,000.007.5812.86Form 13
Mackay Shields Llc12-31-2020Com49,201Decreased-13.040.00631,000.00-7.2112.82Form 13
Morgan Stanley12-31-2020Com549,947Increased0.150.007,050,000.009.1726.52Form 13
Invesco Ltd.12-31-2020Com194,183Decreased-10.670.002,489,000.00-2.6212.82Form 13
Cetera Advisor Networks Llc12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Prestige Wealth Management Group Llc12-31-2020Com1,843Maintained0.000.0124,000.009.0913.02Form 13
Truist Financial Corp12-31-2020Com14,500New!0.000.00185,000.000.0024.79Form 13
Pin Oak Investment Advisors Inc12-31-2020Etf2,379Maintained0.000.0230,000.003.4512.61Form 13
Private Advisor Group, Llc12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Bremer Bank National Association03-31-2021Com11,453Maintained0.000.03151,000.002.7213.18Form 13
Huntington National Bank03-31-2021Exchange Traded1Maintained0.000.000.000.000.00Form 13
Golden Green, Inc.03-31-2021Com39,660Decreased-24.690.45524,000.00-22.3713.21Form 13
Advisornet Financial, Inc03-31-2021Cef2,000Maintained0.000.0026,000.000.0013.00Form 13
Powell Investment Advisors, Llc03-31-2021Com48,453Increased1.220.42640,000.004.2313.21Form 13
Penbrook Management Llc03-31-2021Cef38,000Maintained0.000.52445,000.00-8.6211.71Form 13
Bartlett & Co. Llc03-31-2021Etf664Maintained0.000.009,000.000.0013.55Form 13
Busey Wealth Management03-31-2021Etf-fixed Incom77,266Increased0.910.051,020,000.003.8713.20Form 13