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

B. Riley 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
2022 Q2	$121	Sell	11,950 -5,585	-32%	-$58K	﹤0.01%	695
2022 Q1	$202K	Hold	17,535	–	–	0.02%	563
2021 Q4	$235K	Hold	17,535	–	–	0.02%	538
2021 Q3	$235K	Hold	17,535	–	–	0.02%	519
2021 Q2	$241K	Hold	17,535	–	–	0.03%	350
2021 Q1	$231K	Hold	17,535	–	–	0.03%	337
2020 Q4	$225K	Sell	17,535 -3,614	-17%	-$44.9K	0.03%	314
2020 Q3	$254K	Buy	21,149 +3,614	+21%	+$44.4K	0.03%	321
2020 Q2	$206K	Sell	17,535 -5,614	-24%	-$64.8K	0.02%	369
2020 Q1	$271K	Buy	+23,149	New	+$286K	0.03%	375

Other funds holding VKQ

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

B. Riley Wealth Management's VKQ Position: Q2 2022 in Review

B. Riley Wealth Management reduced its Invesco Municipal Trust (VKQ) stake by 32% in Q2 2022, selling an estimated $58K and leaving 11,950 shares worth $121. The position accounts for ﹤0.01% of the portfolio, ranked #695.

B. Riley Wealth Management first reported a position in VKQ in Q1 2020 and has held it in 10 quarters since. The position peaked at $271K in Q1 2020. 93 funds tracked by Wall St. Rank hold VKQ as of Q2 2022.

B. Riley Wealth Management held 11,950 shares of Invesco Municipal Trust worth $121 as of Q2 2022.
B. Riley Wealth Management sold 5,585 Invesco Municipal Trust shares in Q2 2022, an estimated $58K.
Invesco Municipal Trust made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #695 holding.
B. Riley Wealth Management first reported a position in Invesco Municipal Trust in Q1 2020 and has held it in 10 quarters since.
B. Riley Wealth Management's Invesco Municipal Trust position peaked at $271K in Q1 2020.
93 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.