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VKQ icon

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
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 $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

AlphaCore Capital's VKQ Position: Q1 2026 in Review

AlphaCore Capital increased its Invesco Municipal Trust (VKQ) stake by 1.9% in Q1 2026, buying an estimated $2.12K and bringing the position to 11,383 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #915.

AlphaCore Capital first reported a position in VKQ in Q1 2025 and has held it in 5 quarters since. 92 funds tracked by Wall St. Rank hold VKQ as of Q1 2026.

  • AlphaCore Capital held 11,383 shares of Invesco Municipal Trust worth $108K as of Q1 2026.
  • AlphaCore Capital bought 217 Invesco Municipal Trust shares in Q1 2026, an estimated $2.12K.
  • Invesco Municipal Trust made up ﹤0.01% of AlphaCore Capital's portfolio in Q1 2026, its #915 holding.
  • AlphaCore Capital first reported a position in Invesco Municipal Trust in Q1 2025 and has held it in 5 quarters since.
  • 92 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.