B. Riley Wealth Advisors’s Invesco Municipal Trust VKQ Stock Holding History

B. Riley Wealth 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
2024 Q2	–	Sell	-12,550	Closed	-$105K	–	1610
2024 Q1	$105K	Buy	+12,550	New	+$120K	﹤0.01%	1358
2023 Q4	–	Sell	-12,550	Closed	-$105K	–	1509
2023 Q3	$105K	Sell	12,550 -2,700	-18%	-$24.8K	﹤0.01%	1358
2023 Q2	$144K	Hold	15,250	–	–	﹤0.01%	1392
2023 Q1	$151K	Hold	15,250	–	–	﹤0.01%	1337
2022 Q4	$151K	Buy	15,250 +2,700	+22%	+$25.2K	﹤0.01%	1313
2022 Q3	$115K	Buy	+12,550	New	+$128K	﹤0.01%	1306
2021 Q4	–	Sell	-11,486	Closed	-$157K	–	1496
2021 Q3	$157K	Buy	+11,486	New	+$159K	0.01%	1277
2015 Q1	–	Sell	-333	Closed	-$4	–	1947
2014 Q4	$4	Buy	+333	New	+$4.2K	﹤0.01%	3246
2014 Q3	–	Sell	-1,333	Closed	-$16.7K	–	1854
2014 Q2	$16.7K	Buy	+1,333	New	+$16.5K	﹤0.01%	1546

Other funds holding VKQ

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

B. Riley Wealth Advisors's VKQ Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Invesco Municipal Trust (VKQ) in Q2 2024, closing a stake of 12,550 shares — an estimated $105K sold.

B. Riley Wealth Advisors first reported a position in VKQ in Q2 2014 and held it in 9 quarters. The position peaked at $157K in Q3 2021. 92 funds tracked by Wall St. Rank hold VKQ as of Q2 2024.

B. Riley Wealth Advisors reported no remaining Invesco Municipal Trust position as of Q2 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 12,550 Invesco Municipal Trust shares in Q2 2024, an estimated $105K.
B. Riley Wealth Advisors first reported a position in Invesco Municipal Trust in Q2 2014 and held it in 9 quarters.
B. Riley Wealth Advisors's Invesco Municipal Trust position peaked at $157K in Q3 2021.
92 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.