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 Q3	$100K	Buy	11,839 +236	+2%	+$2.27K	﹤0.01%	1405
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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $1.98B AUM 13.5% 1-Year Est. Return

Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return

IBEX Wealth Advisors Bedminster, New Jersey $1.29B AUM 49.29% 1-Year Est. Return

Seamount Financial Group Colorado Springs, Colorado $255M AUM 18.1% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

AlphaCore Capital's VKQ Position: Q3 2026 in Review

AlphaCore Capital increased its Invesco Municipal Trust (VKQ) stake by 2% in Q3 2026, buying an estimated $2.27K and bringing the position to 11,839 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

AlphaCore Capital first reported a position in VKQ in Q1 2025 and has held it in 7 quarters since. The position peaked at $116K in Q2 2026. 45 funds tracked by Wall St. Rank hold VKQ as of Q3 2026.

AlphaCore Capital held 11,839 shares of Invesco Municipal Trust worth $100K as of Q3 2026.
AlphaCore Capital bought 236 Invesco Municipal Trust shares in Q3 2026, an estimated $2.27K.
Invesco Municipal Trust made up ﹤0.01% of AlphaCore Capital's portfolio in Q3 2026, its #1405 holding.
AlphaCore Capital first reported a position in Invesco Municipal Trust in Q1 2025 and has held it in 7 quarters since.
AlphaCore Capital's Invesco Municipal Trust position peaked at $116K in Q2 2026.
45 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.