Avior Wealth Management’s DWS Municipal Income Trust KTF Stock Holding History

Avior Wealth Management’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
2025 Q1	–	Sell	-8,340	Closed	-$78.8K	–	1618
2024 Q4	$78.8K	Sell	8,340 -6,822	-45%	-$67.4K	﹤0.01%	971
2024 Q3	$151K	Sell	15,162 -6,874	-31%	-$67K	0.01%	768
2024 Q2	$209K	Sell	22,036 -1,945	-8%	-$18.4K	0.01%	661
2024 Q1	$217K	Buy	+23,981	New	+$215K	0.01%	688
2015 Q3	–	Sell	-700	Closed	-$9K	–	410
2015 Q2	$9K	Hold	700	–	–	0.01%	269
2015 Q1	$10K	Buy	+700	New	+$9.67K	0.01%	252

Other funds holding KTF

SIA

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

KIM

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Avior Wealth Management's KTF Position: Q1 2025 in Review

Avior Wealth Management sold out of DWS Municipal Income Trust (KTF) in Q1 2025, closing a stake of 8,340 shares — an estimated $78.8K sold.

Avior Wealth Management first reported a position in KTF in Q1 2015 and held it in 6 quarters. The position peaked at $217K in Q1 2024. 74 funds tracked by Wall St. Rank hold KTF as of Q1 2025.

Avior Wealth Management reported no remaining DWS Municipal Income Trust position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 8,340 DWS Municipal Income Trust shares in Q1 2025, an estimated $78.8K.
Avior Wealth Management first reported a position in DWS Municipal Income Trust in Q1 2015 and held it in 6 quarters.
Avior Wealth Management's DWS Municipal Income Trust position peaked at $217K in Q1 2024.
74 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.