BBPWM
VKQ icon

Blue Bell Private Wealth Management’s Invesco Municipal Trust VKQ Stock Holding History

Blue Bell Private 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
2025
Q1 		– Sell
-567
Closed -$5.58K – 754
2024
Q4 		$5.56K Sell
567
-6,225
-92% -$62.4K ﹤0.01% 544
2024
Q3 		$69.7K Hold
6,792
– – 0.01% 321
2024
Q2 		$67.6K Buy
+6,792
New +$65.3K 0.01% 318

Other funds holding VKQ

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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Blue Bell Private Wealth Management's VKQ Position: Q1 2025 in Review

Blue Bell Private Wealth Management sold out of Invesco Municipal Trust (VKQ) in Q1 2025, closing a stake of 567 shares — an estimated $5.58K sold.

Blue Bell Private Wealth Management first reported a position in VKQ in Q2 2024 and held it in 3 quarters. The position peaked at $69.7K in Q3 2024. 98 funds tracked by Wall St. Rank hold VKQ as of Q1 2025.

  • Blue Bell Private Wealth Management reported no remaining Invesco Municipal Trust position as of Q1 2025 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 567 Invesco Municipal Trust shares in Q1 2025, an estimated $5.58K.
  • Blue Bell Private Wealth Management first reported a position in Invesco Municipal Trust in Q2 2024 and held it in 3 quarters.
  • Blue Bell Private Wealth Management's Invesco Municipal Trust position peaked at $69.7K in Q3 2024.
  • 98 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q1 2025.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.