AAMA
VKQ icon

Advanced Asset Management Advisors’s Invesco Municipal Trust VKQ Stock Holding History

Advanced Asset Management 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
2023
Q1 		– Sell
-900
Closed -$8.91K – 232
2022
Q4 		$8.91K Buy
+900
New +$8.39K ﹤0.01% 162

Other funds holding VKQ

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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Advanced Asset Management Advisors's VKQ Position: Q1 2023 in Review

Advanced Asset Management Advisors sold out of Invesco Municipal Trust (VKQ) in Q1 2023, closing a stake of 900 shares — an estimated $8.91K sold.

Advanced Asset Management Advisors first reported a position in VKQ in Q4 2022 and held it in 1 quarter. The position peaked at $8.91K in Q4 2022. 80 funds tracked by Wall St. Rank hold VKQ as of Q1 2023.

  • Advanced Asset Management Advisors reported no remaining Invesco Municipal Trust position as of Q1 2023 after selling out during the quarter.
  • Advanced Asset Management Advisors sold 900 Invesco Municipal Trust shares in Q1 2023, an estimated $8.91K.
  • Advanced Asset Management Advisors first reported a position in Invesco Municipal Trust in Q4 2022 and held it in 1 quarter.
  • Advanced Asset Management Advisors's Invesco Municipal Trust position peaked at $8.91K in Q4 2022.
  • 80 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q1 2023.

Based on Advanced Asset Management Advisors's 13F filing for Q1 2023, filed 11 May 2023.