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VKQ icon

Advisornet Financial’s Invesco Municipal Trust VKQ Stock Holding History

Advisornet Financial’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
-500
Closed -$5.13K – 2272
2024
Q3 		$5.13K Hold
500
– – ﹤0.01% 1579
2024
Q2 		$4.98K Hold
500
– – ﹤0.01% 1465
2024
Q1 		$4.85K Hold
500
– – ﹤0.01% 1447
2023
Q4 		$4.76K Sell
500
-330
-40% -$2.91K ﹤0.01% 1494
2023
Q3 		$6.92K Sell
830
-660
-44% -$6.06K ﹤0.01% 1330
2023
Q2 		$14.1K Hold
1,490
– – ﹤0.01% 1228
2023
Q1 		$14.8K Hold
1,490
– – ﹤0.01% 1179
2022
Q4 		$14.8K Hold
1,490
– – ﹤0.01% 1167
2022
Q3 		$14K Hold
1,490
– – ﹤0.01% 1242
2022
Q2 		$15K Buy
1,490
+830
+126% +$8.62K ﹤0.01% 1239
2022
Q1 		$8K Sell
660
-1,340
-67% -$16K ﹤0.01% 1507
2021
Q4 		$27K Hold
2,000
– – ﹤0.01% 1219
2021
Q3 		$27K Hold
2,000
– – ﹤0.01% 1178
2021
Q2 		$27K Hold
2,000
– – ﹤0.01% 1160
2021
Q1 		$26K Hold
2,000
– – ﹤0.01% 1124
2020
Q4 		$26K Sell
2,000
-500
-20% -$6.21K ﹤0.01% 1059
2020
Q3 		$30K Hold
2,500
– – ﹤0.01% 985
2020
Q2 		$29K Buy
2,500
+1,000
+67% +$11.6K ﹤0.01% 1001
2020
Q1 		$18K Buy
1,500
+1,000
+200% +$12.4K ﹤0.01% 1097
2019
Q4 		$6K Hold
500
– – ﹤0.01% 1514
2019
Q3 		$6K Sell
500
-2,800
-85% -$35.3K ﹤0.01% 1523
2019
Q2 		$41K Buy
+3,300
New +$40K ﹤0.01% 869

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisornet Financial's VKQ Position: Q4 2024 in Review

Advisornet Financial sold out of Invesco Municipal Trust (VKQ) in Q4 2024, closing a stake of 500 shares — an estimated $5.13K sold.

Advisornet Financial first reported a position in VKQ in Q2 2019 and held it in 22 quarters. The position peaked at $41K in Q2 2019. 99 funds tracked by Wall St. Rank hold VKQ as of Q4 2024.

  • Advisornet Financial reported no remaining Invesco Municipal Trust position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 500 Invesco Municipal Trust shares in Q4 2024, an estimated $5.13K.
  • Advisornet Financial first reported a position in Invesco Municipal Trust in Q2 2019 and held it in 22 quarters.
  • Advisornet Financial's Invesco Municipal Trust position peaked at $41K in Q2 2019.
  • 99 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.