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Allworth Financial’s Invesco Municipal Trust VKQ Stock Holding History

Allworth 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
2026
Q1 		– Sell
-850
Closed -$8.2K – 5320
2025
Q4 		$8.2K Buy
+850
New +$8.21K ﹤0.01% 3406
2023
Q3 		– Sell
-500
Closed -$4.71K – 3556
2023
Q2 		$4.71K Hold
500
– – ﹤0.01% 2124
2023
Q1 		$4.96K Hold
500
– – ﹤0.01% 2039
2022
Q4 		$4.95K Buy
+500
New +$4.66K ﹤0.01% 1900
2017
Q3 		– Hold
0
– – – 228

Other funds holding VKQ

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Allworth Financial's VKQ Position: Q1 2026 in Review

Allworth Financial sold out of Invesco Municipal Trust (VKQ) in Q1 2026, closing a stake of 850 shares — an estimated $8.2K sold.

Allworth Financial first reported a position in VKQ in Q4 2022 and held it in 4 quarters. The position peaked at $8.2K in Q4 2025. 92 funds tracked by Wall St. Rank hold VKQ as of Q1 2026.

  • Allworth Financial reported no remaining Invesco Municipal Trust position as of Q1 2026 after selling out during the quarter.
  • Allworth Financial sold 850 Invesco Municipal Trust shares in Q1 2026, an estimated $8.2K.
  • Allworth Financial first reported a position in Invesco Municipal Trust in Q4 2022 and held it in 4 quarters.
  • Allworth Financial's Invesco Municipal Trust position peaked at $8.2K in Q4 2025.
  • 92 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.