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

Baystate 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
2023 Q4	$14.4K	Buy	+1,511	New	+$13.3K	﹤0.01%	644

Other funds holding VKQ

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

RCM

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

Baystate Wealth Management's VKQ Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Invesco Municipal Trust (VKQ) in Q4 2023: 1,511 shares worth $14.4K. The stake represents ﹤0.01% of the portfolio and ranks #644 among its holdings.

98 funds tracked by Wall St. Rank hold VKQ as of Q4 2023.

Baystate Wealth Management held 1,511 shares of Invesco Municipal Trust worth $14.4K as of Q4 2023.
Invesco Municipal Trust was a new Baystate Wealth Management position in Q4 2023.
Invesco Municipal Trust made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #644 holding.
98 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.