Measured Wealth Private Client Group, LLC
Position in IIM — Invesco Value Municipal Income Trust
CIK 1720235
PORTSMOUTH, NH
Position in IIM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$16,981
+$760 QoQ
Shares Held
1,334
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#70
of 86 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IIM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Measured Wealth Private Client Group, LLC holds $1,972,279 across 21 Asset Management names. IIM ranks #10 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FHI |
Federated Hermes, Inc.
|
14,664 | $809,746 | |
| 2 | STT |
State Street Corp
|
1,832 | $310,707 | |
| 3 | BLK |
BlackRock, Inc.
|
286 | $275,006 | |
| 4 | NTRS |
Northern Trust Corp
|
1,516 | $263,541 | |
| 5 | CII |
BlackRock Enhanced Large Cap Core Fund, Inc.
|
3,022 | $79,025 | |
| 6 | APO |
Apollo Global Management, Inc.
|
550 | $65,070 | |
| 7 | BX |
Blackstone Inc.
|
399 | $46,950 | |
| 8 | APAM |
Artisan Partners Asset Management Inc.
|
685 | $23,653 |
All Filings in IIM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,981 | 1,334 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $16,221 | 1,334 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $16,434 | 1,334 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $16,741 | 1,334 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||