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Bellwether Advisors’s Invesco Municipal Trust VKQ Stock Holding History

Bellwether 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
2021
Q3 		– Sell
-1,900
Closed -$26K – 627
2021
Q2 		$26K Buy
+1,900
New +$25.6K 0.01% 207

Other funds holding VKQ

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bellwether Advisors's VKQ Position: Q3 2021 in Review

Bellwether Advisors sold out of Invesco Municipal Trust (VKQ) in Q3 2021, closing a stake of 1,900 shares — an estimated $26K sold.

Bellwether Advisors first reported a position in VKQ in Q2 2021 and held it in 1 quarter. The position peaked at $26K in Q2 2021. 78 funds tracked by Wall St. Rank hold VKQ as of Q3 2021.

  • Bellwether Advisors reported no remaining Invesco Municipal Trust position as of Q3 2021 after selling out during the quarter.
  • Bellwether Advisors sold 1,900 Invesco Municipal Trust shares in Q3 2021, an estimated $26K.
  • Bellwether Advisors first reported a position in Invesco Municipal Trust in Q2 2021 and held it in 1 quarter.
  • Bellwether Advisors's Invesco Municipal Trust position peaked at $26K in Q2 2021.
  • 78 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q3 2021.

Based on Bellwether Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.