AWM
KTF

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

Axxcess 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
-22,500
Closed -$213K – 905
2024
Q4 		$213K Buy
+22,500
New +$222K 0.01% 801

Other funds holding KTF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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 $1.38B AUM 42.43% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

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

Axxcess Wealth Management sold out of DWS Municipal Income Trust (KTF) in Q1 2025, closing a stake of 22,500 shares — an estimated $213K sold.

Axxcess Wealth Management first reported a position in KTF in Q4 2024 and held it in 1 quarter. The position peaked at $213K in Q4 2024. 74 funds tracked by Wall St. Rank hold KTF as of Q1 2025.

  • Axxcess Wealth Management reported no remaining DWS Municipal Income Trust position as of Q1 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 22,500 DWS Municipal Income Trust shares in Q1 2025, an estimated $213K.
  • Axxcess Wealth Management first reported a position in DWS Municipal Income Trust in Q4 2024 and held it in 1 quarter.
  • Axxcess Wealth Management's DWS Municipal Income Trust position peaked at $213K in Q4 2024.
  • 74 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q1 2025.

Based on Axxcess Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.