Ackerman Capital Advisors’s Invesco Municipal Trust VKQ Stock Holding History

Ackerman Capital Advisors’s Portfolio VKQ Stock Details VKQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-13,325	Closed	-$137K	–	109
2024 Q3	$137K	Buy	+13,325	New	+$135K	0.04%	96
2022 Q4	–	Sell	-15,689	Closed	-$143K	–	119
2022 Q3	$143K	Sell	15,689 -21,465	-58%	-$218K	0.04%	95
2022 Q2	$377K	Sell	37,154 -3,664	-9%	-$38.1K	0.1%	75
2022 Q1	$470K	Buy	+40,818	New	+$487K	0.11%	72
2021 Q3	–	Sell	-25,048	Closed	-$344K	–	142
2021 Q2	$344K	Buy	+25,048	New	+$338K	0.08%	83
2021 Q1	–	Sell	-20,552	Closed	-$263K	–	141
2020 Q4	$263K	Buy	+20,552	New	+$255K	0.07%	97
2020 Q1	–	Sell	-20,206	Closed	-$250K	–	197
2019 Q4	$250K	Buy	+20,206	New	+$250K	0.07%	172

Other funds holding VKQ

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ackerman Capital Advisors's VKQ Position: Q4 2024 in Review

Ackerman Capital Advisors sold out of Invesco Municipal Trust (VKQ) in Q4 2024, closing a stake of 13,325 shares — an estimated $137K sold.

Ackerman Capital Advisors first reported a position in VKQ in Q4 2019 and held it in 7 quarters. The position peaked at $470K in Q1 2022. 99 funds tracked by Wall St. Rank hold VKQ as of Q4 2024.

Ackerman Capital Advisors reported no remaining Invesco Municipal Trust position as of Q4 2024 after selling out during the quarter.
Ackerman Capital Advisors sold 13,325 Invesco Municipal Trust shares in Q4 2024, an estimated $137K.
Ackerman Capital Advisors first reported a position in Invesco Municipal Trust in Q4 2019 and held it in 7 quarters.
Ackerman Capital Advisors's Invesco Municipal Trust position peaked at $470K in Q1 2022.
99 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q4 2024.

Based on Ackerman Capital Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.