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The company

Invesco Value Municipal Income Trust

IIM · NYSE

FinancialsFunds, Shells & SPACs

IIM stood above a rising 150-day average in 31 of the last 52 weekly readings, and has been out of that trend for the last 7 weeks. It is 8.8% below that average now. Financials: 49% of its 739 stocks in an uptrend (−7 points in four weeks).

Statistics

Rotation
not in the set
Weeks in an uptrend
out for 7
Insider buys, 12 months
$0
Insider sales, 12 months
$0
Officials’ trades on record
0
Institutions holding
84 (-4)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 31 of 52 weeks.

21 Apr – 20 Oct
46%54%62%Apr 26Jun 26Jul 26Sep 26Oct 26

Money in and out

1 Nov 2024 – 1 Oct 2026
−$1$0$1Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months0
Sale orders, 12 months0
Buyers · sellers0 · 0

No open-market buy or sale by its insiders on record.

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders84-4 on the quarter
New · exited7 · 13
Reported value$101.9M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
Hennion & Walsh Asset Management, Inc.added · filed 8 Jul 20261,162,995$14.8M+450,450+63.2%
GUGGENHEIM CAPITAL LLCreduced · filed 12 Aug 2026986,932$12.6M-57,423−5.5%
BANK OF AMERICA CORPreduced · filed 14 Aug 2026712,866$9.1M-501,619−41.3%
MORGAN STANLEYadded · filed 13 Aug 2026691,698$8.8M+9,810+1.4%
UBS Group AGadded · filed 13 Aug 2026589,926$7.5M+1,251+0.2%
WELLS FARGO & COMPANYreduced · filed 14 Aug 2026571,987$7.3M-25,890−4.3%
Wagner Wealth Management, LLCadded · filed 24 Jul 2026341,853$4.4M+85,756+33.5%
RAYMOND JAMES FINANCIAL INCadded · filed 14 Aug 2026318,457$4.1M+58,681+22.6%
LPL Financial LLCadded · filed 7 Aug 2026219,421$2.8M+33,067+17.7%
Cetera Investment Advisersadded · filed 12 Aug 2026200,092$2.5M+29,698+17.4%
31 Mar 2023 – 30 Jun 2026
758492Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

JPMorgan Chase Bank, N.A. Company insider10% owner · last 4 Sep 20252 · 0
Timothy M. O'Reilly Company insiderOther · last 3 Jun 20221 · 2
Jack Connelly Company insiderOther · last 4 Sep 20192 · 0
Blue Ridge Investments, L.l.c. Company insider10% owner · last 11 Jun 20120 · 0
Brigade Leveraged Capital Structures Fund Ltd. Company insider10% owner · last 11 Jun 20120 · 2

Same industry

No other stock in its industry this week.

Government contracts

No federal award is tied to it.

From its SEC filings

No ratio computed from its SEC filings yet.

Analyst forecasts

No analyst forecasts yet.