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AlphaCore Capital’s Invesco Municipal Trust VKQ Stock Holding History

AlphaCore Capital’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
Q2 		$116K Buy
11,603
+220
+2% +$2.14K ﹤0.01% 1193
2026
Q1 		$108K Buy
11,383
+217
+2% +$2.12K ﹤0.01% 915
2025
Q4 		$108K Buy
11,166
+215
+2% +$2.08K ﹤0.01% 1072
2025
Q3 		$106K Buy
10,951
+221
+2% +$2.04K ﹤0.01% 797
2025
Q2 		$98.2K Buy
10,730
+216
+2% +$2K ﹤0.01% 707
2025
Q1 		$101K Buy
+10,514
New +$103K 0.01% 519

Other funds holding VKQ

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AlphaCore Capital's VKQ Position: Q2 2026 in Review

AlphaCore Capital increased its Invesco Municipal Trust (VKQ) stake by 1.9% in Q2 2026, buying an estimated $2.14K and bringing the position to 11,603 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #1193.

AlphaCore Capital first reported a position in VKQ in Q1 2025 and has held it in 6 quarters since. 91 funds tracked by Wall St. Rank hold VKQ as of Q2 2026.

  • AlphaCore Capital held 11,603 shares of Invesco Municipal Trust worth $116K as of Q2 2026.
  • AlphaCore Capital bought 220 Invesco Municipal Trust shares in Q2 2026, an estimated $2.14K.
  • Invesco Municipal Trust made up ﹤0.01% of AlphaCore Capital's portfolio in Q2 2026, its #1193 holding.
  • AlphaCore Capital first reported a position in Invesco Municipal Trust in Q1 2025 and has held it in 6 quarters since.
  • 91 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.