Pathfinder Wealth Consulting, Inc.
Position in IQI — Invesco Quality Municipal Income Trust
CIK 2108842
WILMINGTON, NC
Position in IQI
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$193,169
-$6,827 QoQ
Shares Held
20,080
0.0% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IQI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Pathfinder Wealth Consulting, Inc. holds $878,431 across 4 Asset Management names. IQI ranks #3 (22.0% of the industry book) .
All Filings in IQI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $193,169 | 20,080 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $199,996 | 20,080 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||