AssetMark Inc
KTF

AssetMark Inc’s DWS Municipal Income Trust KTF Stock Holding History

AssetMark Inc’s Portfolio KTF Stock Details KTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.52K Hold
165
– – ﹤0.01% 3053
2026
Q1 		$1.5K Hold
165
– – ﹤0.01% 2943
2025
Q4 		$1.5K Buy
+165
New +$1.51K ﹤0.01% 2841

Other funds holding KTF

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

AssetMark Inc's KTF Position: Q2 2026 in Review

AssetMark Inc held its DWS Municipal Income Trust (KTF) position steady in Q2 2026 at 165 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #3053.

AssetMark Inc first reported a position in KTF in Q4 2025 and has held it in 3 quarters since. 27 funds tracked by Wall St. Rank hold KTF as of Q2 2026.

  • AssetMark Inc held 165 shares of DWS Municipal Income Trust worth $1.52K as of Q2 2026.
  • AssetMark Inc left its DWS Municipal Income Trust share count unchanged in Q2 2026.
  • DWS Municipal Income Trust made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3053 holding.
  • AssetMark Inc first reported a position in DWS Municipal Income Trust in Q4 2025 and has held it in 3 quarters since.
  • 27 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.