Zinnia Wealth Advisory, LLC
Position in IIM — Invesco Value Municipal Income Trust
CIK 2073676
Ocala, FL
Position in IIM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$185,170
+$11,562 QoQ
Shares Held
14,546
+1.9% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#46
of 86 holders
Holding Since
Dec 2025
3 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, 2026Zinnia Wealth Advisory, LLC holds $651,899 across 3 Asset Management names. IIM ranks #2 (28.4% of the industry book) .
All Filings in IIM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $185,170 | 14,546 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $173,608 | 14,277 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $172,664 | 14,015 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||