Ameriprise
VKQ icon

Ameriprise’s Invesco Municipal Trust VKQ Stock Holding History

Ameriprise’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 		$687K Buy
72,122
+12,287
+21% +$120K ﹤0.01% 3455
2025
Q4 		$577K Sell
59,835
-3,205
-5% -$31K ﹤0.01% 3569
2025
Q3 		$608K Buy
63,040
+15,774
+33% +$146K ﹤0.01% 3559
2025
Q2 		$423K Sell
47,266
-3,690
-7% -$34.2K ﹤0.01% 3586
2025
Q1 		$492K Buy
50,956
+8,037
+19% +$79.1K ﹤0.01% 3495
2024
Q4 		$421K Sell
42,919
-2,781
-6% -$27.9K ﹤0.01% 3592
2024
Q3 		$469K Buy
45,700
+20,293
+80% +$205K ﹤0.01% 3505
2024
Q2 		$253K Sell
25,407
-8,923
-26% -$85.8K ﹤0.01% 3634
2024
Q1 		$323K Sell
34,330
-29,467
-46% -$281K ﹤0.01% 3564
2023
Q4 		$608K Sell
63,797
-2,947
-4% -$26K ﹤0.01% 3371
2023
Q3 		$557K Buy
66,744
+4,413
+7% +$40.5K ﹤0.01% 3367
2023
Q2 		$588K Sell
62,331
-18,189
-23% -$173K ﹤0.01% 3376
2023
Q1 		$799K Buy
80,520
+3,933
+5% +$38.4K ﹤0.01% 3249
2022
Q4 		$758K Sell
76,587
-8,181
-10% -$76.3K ﹤0.01% 3252
2022
Q3 		$775K Buy
84,768
+3,918
+5% +$39.8K ﹤0.01% 3231
2022
Q2 		$821K Sell
80,850
-126,099
-61% -$1.31M ﹤0.01% 3201
2022
Q1 		$2.38M Buy
206,949
+29,292
+16% +$350K ﹤0.01% 2827
2021
Q4 		$2.39M Buy
177,657
+28,780
+19% +$383K ﹤0.01% 2880
2021
Q3 		$2M Buy
148,877
+15,024
+11% +$208K ﹤0.01% 2875
2021
Q2 		$1.84M Buy
133,853
+7,487
+6% +$101K ﹤0.01% 2964
2021
Q1 		$1.67M Buy
126,366
+26,057
+26% +$338K ﹤0.01% 2930
2020
Q4 		$1.29M Buy
100,309
+3,586
+4% +$44.5K ﹤0.01% 2973
2020
Q3 		$1.16M Sell
96,723
-5,429
-5% -$66.7K ﹤0.01% 2903
2020
Q2 		$1.2M Buy
102,152
+9,342
+10% +$108K ﹤0.01% 2847
2020
Q1 		$1.09M Buy
92,810
+700
+0.8% +$8.66K ﹤0.01% 2781
2019
Q4 		$1.14M Sell
92,110
-9,651
-9% -$119K ﹤0.01% 3003
2019
Q3 		$1.28M Buy
101,761
+23,804
+31% +$300K ﹤0.01% 2912
2019
Q2 		$960K Buy
77,957
+2,956
+4% +$35.8K ﹤0.01% 3085
2019
Q1 		$903K Buy
75,001
+17,340
+30% +$204K ﹤0.01% 3083
2018
Q4 		$642K Buy
57,661
+29,122
+102% +$323K ﹤0.01% 3110
2018
Q3 		$330K Buy
28,539
+6,158
+28% +$72.5K ﹤0.01% 3420
2018
Q2 		$265K Sell
22,381
-10,826
-33% -$127K ﹤0.01% 3412
2018
Q1 		$388K Sell
33,207
-2,291
-6% -$27.5K ﹤0.01% 3283
2017
Q4 		$444K Buy
35,498
+1,056
+3% +$13.2K ﹤0.01% 3249
2017
Q3 		$439K Sell
34,442
-363
-1% -$4.68K ﹤0.01% 3267
2017
Q2 		$447K Buy
34,805
+10,544
+43% +$134K ﹤0.01% 3272
2017
Q1 		$304K Buy
+24,261
New +$303K ﹤0.01% 3340
2013
Q4 		– Sell
-1,300
Closed -$15K – 5422
2013
Q3 		$15K Hold
1,300
– – ﹤0.01% 4621
2013
Q2 		$16K Buy
+1,300
New +$17.8K ﹤0.01% 4440

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

Ameriprise's VKQ Position: Q1 2026 in Review

Ameriprise increased its Invesco Municipal Trust (VKQ) stake by 21% in Q1 2026, buying an estimated $120K and bringing the position to 72,122 shares worth $687K. The position accounts for ﹤0.01% of the portfolio, ranked #3455.

Ameriprise first reported a position in VKQ in Q2 2013 and has held it in 39 quarters since. The position peaked at $2.39M in Q4 2021. 92 funds tracked by Wall St. Rank hold VKQ as of Q1 2026.

  • Ameriprise held 72,122 shares of Invesco Municipal Trust worth $687K as of Q1 2026.
  • Ameriprise bought 12,287 Invesco Municipal Trust shares in Q1 2026, an estimated $120K.
  • Invesco Municipal Trust made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #3455 holding.
  • Ameriprise first reported a position in Invesco Municipal Trust in Q2 2013 and has held it in 39 quarters since.
  • Ameriprise's Invesco Municipal Trust position peaked at $2.39M in Q4 2021.
  • 92 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q1 2026.

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