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Avior Wealth Management’s Invesco Municipal Trust VKQ Stock Holding History

Avior Wealth Management’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
Q2 		– Sell
-16,586
Closed -$160K – 782
2025
Q1 		$160K Sell
16,586
-1,000
-6% -$9.84K 0.01% 680
2024
Q4 		$173K Sell
17,586
-2,061
-10% -$20.6K 0.01% 746
2024
Q3 		$202K Buy
19,647
+3,158
+19% +$31.9K 0.01% 690
2024
Q2 		$164K Buy
16,489
+1,909
+13% +$18.3K 0.01% 724
2024
Q1 		$141K Buy
+14,580
New +$139K 0.01% 817
2015
Q3 		– Sell
-955
Closed -$11K – 422
2015
Q2 		$11K Buy
955
+200
+26% +$2.48K 0.01% 262
2015
Q1 		$10K Buy
+755
New +$9.71K 0.01% 254

Other funds holding VKQ

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Avior Wealth Management's VKQ Position: Q2 2025 in Review

Avior Wealth Management sold out of Invesco Municipal Trust (VKQ) in Q2 2025, closing a stake of 16,586 shares — an estimated $160K sold.

Avior Wealth Management first reported a position in VKQ in Q1 2015 and held it in 7 quarters. The position peaked at $202K in Q3 2024. 98 funds tracked by Wall St. Rank hold VKQ as of Q2 2025.

  • Avior Wealth Management reported no remaining Invesco Municipal Trust position as of Q2 2025 after selling out during the quarter.
  • Avior Wealth Management sold 16,586 Invesco Municipal Trust shares in Q2 2025, an estimated $160K.
  • Avior Wealth Management first reported a position in Invesco Municipal Trust in Q1 2015 and held it in 7 quarters.
  • Avior Wealth Management's Invesco Municipal Trust position peaked at $202K in Q3 2024.
  • 98 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q2 2025.

Based on Avior Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.