6 institutions reported holding $15.0M of INVESCO VALUE MUN INCOME TR (IIM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Hennion & Walsh Asset Management, Inc. ($14.8M), Avior Wealth Management, LLC ($160,398), Hilltop National Bank ($53,568), CoreCap Advisors, LLC ($17,287), Kozak & Associates, Inc. ($2,958). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $14.8M | 1.2M | Added |
| 2 | Avior Wealth Management, LLC | $160,398 | 12,600 | Hold |
| 3 | Hilltop National Bank | $53,568 | 4,208 | Hold |
| 4 | CoreCap Advisors, LLC | $17,287 | 1,358 | Hold |
| 5 | Kozak & Associates, Inc. | $2,958 | 230 | Added |
| 6 | GAMMA Investing LLC | $13 | 1 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30