IORMX
Invesco Rochester Limited Term New York Municipal Fund
AIM Tax-Exempt Funds (Invesco Tax-Exempt Funds)

Portfolio concentration

As of February 28, 2026 · N-PORT
Holdings
497
Top-10 weight
11.95%
Effective holdings ?
193
Crowding ?
19.1

Holdings

As of February 28, 2026 · N-PORT
#SecurityTickerSharesValue% of fund
1 THE CHILDRENS TRUST FUND PR TOBACCO SETTLEMENT REVENUE 26,425,000 $26.86M 1.81%
2 NY ST THRWY AUTH 24,500,000 $24.78M 1.67%
3 NYC TRANS FIN-F1 21,840,000 $22.29M 1.50%
4 NY LBTDEV 5.25 10/01/2035 LBTDEV 15,500,000 $18.59M 1.25%
5 NY NYSDEV 5 11/15/2040 NYSDEV 16,005,000 $16.02M 1.08%
6 NY MTA TRAN-XF8023-NUV Q=JP D7 14,100,000 $14.10M 0.95%
7 NEW YORK ST HSG FIN AGY 12,910,000 $12.91M 0.87%
8 NY ST TWY AUTH 4% 1/1/2040 12,690,000 $12.88M 0.87%
9 NY TRANS CORP 5% 8/1/2031 AMT 12,800,000 $12.82M 0.86%
10 Puerto Rico Industrial Tourist Educational Medical & Environmental Control Facilities Financing Authority, Series 2000 B 12,696,384 $12.72M 0.86%
11 NY ENVRNMNTL FACS-E 12,375,000 $12.65M 0.85%
12 PORT AUTH OF NEW YORK & NEW JERSEY NY 12,235,000 $12.47M 0.84%
13 NY TRNSPRTN DEV-AMT 11,870,000 $12.25M 0.83%
14 PORT AUTHORITY OF NEW YORK & NEW JERSEY 12,000,000 $12.25M 0.83%
15 NY TRANS FIN AUTH-F-3 13,000,000 $11.93M 0.80%
16 New York Transportation Development Corp., Series A 11,875,000 $11.88M 0.80%
17 STATE OF NEW YORK PERSONAL INCOME TAX REVENUE 4.0% 03-15-43 NYSGEN 11,740,000 $11.77M 0.79%
18 NY TRANS CORP 5% 01/01/36@ 11,425,000 $11.75M 0.79%
19 Erie Tobacco Asset Securitization Corp., Series 2005 A, RB 11,625,000 $11.64M 0.78%
20 NY TRANS CORP 5% 7/1/46 @ 11,305,000 $11.31M 0.76%
21 NY DORM VAR-A-COLUMBI 11,260,000 $11.26M 0.76%
22 NYC TRANS FIN-S-3 10,625,000 $11.00M 0.74%
23 LONG IS PWR 5% 9/1/2042 LSLPWR 10,500,000 $10.78M 0.73%
24 Port Authority of New York & New Jersey 10,230,000 $10.34M 0.70%
25 NY CONVENTN CTR-REF 10,250,000 $10.25M 0.69%
26 Build NYC Resource Corp. (Brooklyn Navy Yard), Series 2019, Ref. RB 10,000,000 $10.22M 0.69%
27 Westchester County Industrial Development Agency, Series 2025, RB 10,000,000 $10.14M 0.68%
28 NYC TRAN FIN AUTH-B1 10,000,000 $10.08M 0.68%
29 New York (City of), NY Municipal Water Finance Authority, Series 2020 AA-2, RB NYCUTL 10,000,000 $10.06M 0.68%
30 Port Authority of New York & New Jersey, Series 183 10,000,000 $10.00M 0.67%
31 NEW YORK NY REGD V/R B/E 2.55000000 10,000,000 $10.00M 0.67%
32 NY TRANS CORP 5% 7/1/41 @ 9,850,000 $9.86M 0.66%
33 New York City Transitional Finance Authority Future Tax Secured, Series 2020B-1 9,410,000 $9.43M 0.64%
34 NY TRANS CORP 5% 12/1/2038 @ 8,670,000 $9.36M 0.63%
35 NYC VAR-SUBSER L-4 9,340,000 $9.34M 0.63%
36 St. Lawrence (County of), NY Industrial Development Agency (St. Lawrence University), Series 2012, RB 9,200,000 $9.21M 0.62%
37 Hudson Yards Infrastructure Corp., Series A 8,845,000 $9.11M 0.61%
38 New York (State of) Housing Finance Agency, Series 2020 C, RB 8,950,000 $9.04M 0.61%
39 Buffalo & Erie County Industrial Land Development Corp. (Orchard Park), Series 2015, Ref. RB BUFDEV 9,015,000 $9.03M 0.61%
40 TRIBOROUGH NY BRIDGE & TUNNEL REGD B/E 5.00000000 TRBTRN 9,000,000 $9.02M 0.61%
41 NY NYCDEV 5 11/15/2044 NYCDEV 8,820,000 $8.83M 0.60%
42 New York Transportation Development Corp. (LaGuardia Airport Terminal B Redevelopment), Series 2016, RB 8,805,000 $8.81M 0.59%
43 NY TRANS CORP 5% 8/1/2026 @ 8,735,000 $8.75M 0.59%
44 NY DORM AUTH-E 8,000,000 $8.49M 0.57%
45 NY NYSPWR 4 04/01/2034 NYSPWR 8,000,000 $8.46M 0.57%
46 NY TRANS CORP 5% 7/1/34 @ 8,425,000 $8.44M 0.57%
47 PUERTO RICO SALES TAX FING COR REGD ZCP OID B/E 0.00000000 PRCGEN 10,000,000 $8.42M 0.57%
48 SUFFOLK REGL OFF-TRACK BETTING CORP NY REV 8,000,000 $8.33M 0.56%
49 New York Counties Tobacco Trust VI, Series 2016 A, Ref. RB 8,180,000 $8.20M 0.55%
50 NY TRANS FIN AUTH-E 7,315,000 $8.17M 0.55%
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