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Advisor Resource Council’s Invesco Municipal Trust VKQ Stock Holding History

Advisor Resource Council’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
2022
Q1 		– Sell
-19,028
Closed -$256K – 543
2021
Q4 		$256K Buy
+19,028
New +$254K 0.02% 488
2021
Q3 		– Sell
-19,028
Closed -$261K – 490
2021
Q2 		$261K Buy
+19,028
New +$257K 0.03% 418

Other funds holding VKQ

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Advisor Resource Council's VKQ Position: Q1 2022 in Review

Advisor Resource Council sold out of Invesco Municipal Trust (VKQ) in Q1 2022, closing a stake of 19,028 shares — an estimated $256K sold.

Advisor Resource Council first reported a position in VKQ in Q2 2021 and held it in 2 quarters. The position peaked at $261K in Q2 2021. 90 funds tracked by Wall St. Rank hold VKQ as of Q1 2022.

  • Advisor Resource Council reported no remaining Invesco Municipal Trust position as of Q1 2022 after selling out during the quarter.
  • Advisor Resource Council sold 19,028 Invesco Municipal Trust shares in Q1 2022, an estimated $256K.
  • Advisor Resource Council first reported a position in Invesco Municipal Trust in Q2 2021 and held it in 2 quarters.
  • Advisor Resource Council's Invesco Municipal Trust position peaked at $261K in Q2 2021.
  • 90 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q1 2022.

Based on Advisor Resource Council's 13F filing for Q1 2022, filed 20 Apr 2022.