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Beverly Hills Private Wealth’s Invesco Municipal Trust VKQ Stock Holding History

Beverly Hills Private Wealth’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
-14,713
Closed -$143K – 371
2024
Q1 		$143K Buy
+14,713
New +$140K 0.03% 349
2023
Q4 		– Sell
-14,561
Closed -$121K – 355
2023
Q3 		$121K Buy
14,561
+53
+0.4% +$486 0.04% 285
2023
Q2 		$135K Buy
14,508
+91
+0.6% +$863 0.02% 312
2023
Q1 		$143K Buy
+14,417
New +$141K 0.04% 271

Other funds holding VKQ

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Beverly Hills Private Wealth's VKQ Position: Q2 2024 in Review

Beverly Hills Private Wealth sold out of Invesco Municipal Trust (VKQ) in Q2 2024, closing a stake of 14,713 shares — an estimated $143K sold.

Beverly Hills Private Wealth first reported a position in VKQ in Q1 2023 and held it in 4 quarters. The position peaked at $143K in Q1 2023. 92 funds tracked by Wall St. Rank hold VKQ as of Q2 2024.

  • Beverly Hills Private Wealth reported no remaining Invesco Municipal Trust position as of Q2 2024 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 14,713 Invesco Municipal Trust shares in Q2 2024, an estimated $143K.
  • Beverly Hills Private Wealth first reported a position in Invesco Municipal Trust in Q1 2023 and held it in 4 quarters.
  • Beverly Hills Private Wealth's Invesco Municipal Trust position peaked at $143K in Q1 2023.
  • 92 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q2 2024.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2024, filed 8 Aug 2024.