BW
KTF

Basepoint Wealth’s DWS Municipal Income Trust KTF Stock Holding History

Basepoint Wealth’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
2026
Q1 		$193K Buy
21,168
+500
+2% +$4.56K 0.11% 105
2025
Q4 		$188K Sell
20,668
-259
-1% -$2.38K 0.11% 100
2025
Q3 		$192K Buy
20,927
+93
+0.4% +$820 0.14% 101
2025
Q2 		$184K Hold
20,834
– – 0.14% 101
2025
Q1 		$195K Sell
20,834
-2,890
-12% -$27.5K 0.15% 100
2024
Q4 		$224K Sell
23,724
-3,186
-12% -$31.5K 0.18% 94
2024
Q3 		$268K Buy
26,910
+324
+1% +$3.16K 0.2% 90
2024
Q2 		$252K Buy
26,586
+62
+0.2% +$586 0.2% 93
2024
Q1 		$240K Buy
26,524
+182
+0.7% +$1.63K 0.18% 103
2023
Q4 		$234K Buy
26,342
+4,363
+20% +$35.6K 0.19% 91
2023
Q3 		$169K Sell
21,979
-1,874
-8% -$15.7K 0.14% 98
2023
Q2 		$205K Sell
23,853
-96
-0.4% -$830 0.17% 92
2023
Q1 		$213K Buy
23,949
+175
+0.7% +$1.54K 0.18% 91
2022
Q4 		$205K Buy
23,774
+188
+0.8% +$1.59K 0.18% 89
2022
Q3 		$196K Buy
23,586
+1,117
+5% +$10.4K 0.21% 82
2022
Q2 		$211K Buy
22,469
+1,102
+5% +$10.4K 0.22% 77
2022
Q1 		$222K Buy
21,367
+1,187
+6% +$12.9K 0.21% 79
2021
Q4 		$239K Buy
+20,180
New +$240K 0.23% 67

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Basepoint Wealth's KTF Position: Q1 2026 in Review

Basepoint Wealth increased its DWS Municipal Income Trust (KTF) stake by 2.4% in Q1 2026, buying an estimated $4.56K and bringing the position to 21,168 shares worth $193K. The position accounts for 0.11% of the portfolio, ranked #105.

Basepoint Wealth first reported a position in KTF in Q4 2021 and has held it in 18 quarters since. The position peaked at $268K in Q3 2024. 63 funds tracked by Wall St. Rank hold KTF as of Q1 2026.

  • Basepoint Wealth held 21,168 shares of DWS Municipal Income Trust worth $193K as of Q1 2026.
  • Basepoint Wealth bought 500 DWS Municipal Income Trust shares in Q1 2026, an estimated $4.56K.
  • DWS Municipal Income Trust made up 0.11% of Basepoint Wealth's portfolio in Q1 2026, its #105 holding.
  • Basepoint Wealth first reported a position in DWS Municipal Income Trust in Q4 2021 and has held it in 18 quarters since.
  • Basepoint Wealth's DWS Municipal Income Trust position peaked at $268K in Q3 2024.
  • 63 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.