Public ownership evidence

INVESCO VALUE MUNICIPAL INCOME TRUST (IIM) Ownership Disclosures

Read IIM insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

INVESCO VALUE MUNICIPAL INCOME TRUST: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Advisors Asset Management, Inc.
Report period
2021-12-31
Available
2026-08-28
Reported shares
295,092
Value (USD)
$5,028,368
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001999371-26-018946
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read IIM fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read IIM fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Advisors Asset Management, Inc.2021-12-312026-08-28295,092$5,028,368None
Advisors Asset Management, Inc.2022-12-312026-08-28405,237$4,883,106None
Advisors Asset Management, Inc.2020-06-302026-08-28222,494$3,215,038None
Advisors Asset Management, Inc.2022-06-302026-08-28379,244$4,881,000None
Advisors Asset Management, Inc.2021-09-302026-08-28273,975$4,469,000None
Advisors Asset Management, Inc.2024-03-312026-08-27446,907$5,362,884None
Advisors Asset Management, Inc.2025-03-312026-08-27317,258$3,797,578None
Advisors Asset Management, Inc.2022-09-302026-08-27420,754$4,843,000None
Advisors Asset Management, Inc.2020-12-312026-08-27238,846$3,738,000None
Advisors Asset Management, Inc.2022-03-312026-08-27352,407$4,912,554None
Advisors Asset Management, Inc.2023-06-302026-08-27451,633$5,338,302None
Advisors Asset Management, Inc.2023-09-302026-08-27489,049$5,086,110None
Advisors Asset Management, Inc.2023-03-312026-08-27451,777$5,511,679None
Advisors Asset Management, Inc.2021-03-312026-08-27249,247$3,905,700None
Advisors Asset Management, Inc.2021-06-302026-08-27258,792$4,267,000None
Advisors Asset Management, Inc.2020-09-302026-08-27232,607$3,421,649None
Advisors Asset Management, Inc.2025-09-302026-08-27190,547$2,391,365None
Advisors Asset Management, Inc.2023-12-312026-08-27471,182$5,526,965None
Advisors Asset Management, Inc.2019-12-312026-08-26172,598$2,644,201None
Advisors Asset Management, Inc.2025-06-302026-08-25270,722$3,151,204None
Advisors Asset Management, Inc.2024-09-302026-08-22457,437$5,891,789None
Advisors Asset Management, Inc.2024-06-302026-08-22481,117$5,936,984None
Advisors Asset Management, Inc.2024-12-312026-08-22406,316$4,831,097None
Advisors Asset Management, Inc.2025-12-312026-08-22130,650$1,609,608None
Advisors Asset Management, Inc.2020-03-312026-08-22199,261$2,817,551None
Beacon Pointe Advisors, LLC2026-06-302026-08-1912,686$161,499None
Advisors Asset Management, Inc.2019-03-312026-08-1972,351$1,043,301None
Advisors Asset Management, Inc.2019-09-302026-08-19148,251$2,277,135None
Advisors Asset Management, Inc.2019-06-302026-08-19102,952$1,566,929None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-15618$7,866None
XTX Topco Ltd2026-06-302026-08-1518,137$230,884None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,500$31,825None
OSAIC HOLDINGS, INC.2026-06-302026-08-1597,780$1,244,856None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1511,457$145,848None
Family Manage LLC2026-06-302026-08-1517,526$223,106None
&PARTNERS2026-06-302026-08-1555,261$703,475None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1571,559$929,050None
ROYAL BANK OF CANADA2026-06-302026-08-1553,916$686,000None
ROYAL BANK OF CANADA2026-06-302026-08-15103$1,000None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1523,613$300,596None
VAN ECK ASSOCIATES CORP2026-06-302026-08-15269,300$3,428,189None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15272,496$3,468,877None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1545,961$585,082None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15343,239$4,369,431None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15228,748$2,911,967None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15712,866$9,074,787None
Advisors Asset Management, Inc.2018-12-312026-08-1442,721$578,000None
Advisors Asset Management, Inc.2018-09-302026-08-1420,241$280,000None
Quantinno Capital Management LP2026-06-302026-08-1416,097$204,925None
Rockefeller Capital Management L.P.2026-06-302026-08-14163,901$2,086,464None

90-day public filing window, up to 50 source positions.

Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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