Atlanta Consulting Group Advisors’s Invesco Municipal Trust VKQ Stock Holding History

Atlanta Consulting Group Advisors’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
2025 Q3	–	Sell	-12,000	Closed	-$110K	–	150
2025 Q2	$110K	Hold	12,000	–	–	0.03%	130
2025 Q1	$116K	Hold	12,000	–	–	0.03%	121
2024 Q4	$118K	Buy	+12,000	New	+$120K	0.04%	128
2024 Q2	–	Sell	-14,000	Closed	-$136K	–	140
2024 Q1	$136K	Buy	+14,000	New	+$133K	0.05%	130

Other funds holding VKQ

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atlanta Consulting Group Advisors's VKQ Position: Q3 2025 in Review

Atlanta Consulting Group Advisors sold out of Invesco Municipal Trust (VKQ) in Q3 2025, closing a stake of 12,000 shares — an estimated $110K sold.

Atlanta Consulting Group Advisors first reported a position in VKQ in Q1 2024 and held it in 4 quarters. The position peaked at $136K in Q1 2024. 94 funds tracked by Wall St. Rank hold VKQ as of Q3 2025.

Atlanta Consulting Group Advisors reported no remaining Invesco Municipal Trust position as of Q3 2025 after selling out during the quarter.
Atlanta Consulting Group Advisors sold 12,000 Invesco Municipal Trust shares in Q3 2025, an estimated $110K.
Atlanta Consulting Group Advisors first reported a position in Invesco Municipal Trust in Q1 2024 and held it in 4 quarters.
Atlanta Consulting Group Advisors's Invesco Municipal Trust position peaked at $136K in Q1 2024.
94 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q3 2025.

Based on Atlanta Consulting Group Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.