Brendel Financial Advisors’s Invesco Municipal Trust VKQ Stock Holding History

Brendel Financial 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	-5,637	Closed	-$77K	–	267
2021 Q2	$77K	Buy	+5,637	New	+$76K	0.04%	142
2019 Q4	–	Sell	-13,500	Closed	-$170K	–	95
2019 Q3	$170K	Hold	13,500	–	–	0.15%	78
2019 Q2	$166K	Hold	13,500	–	–	0.16%	74
2019 Q1	$163K	Buy	+13,500	New	+$159K	0.15%	76

Other funds holding VKQ

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Brendel Financial Advisors's VKQ Position: Q3 2021 in Review

Brendel Financial Advisors sold out of Invesco Municipal Trust (VKQ) in Q3 2021, closing a stake of 5,637 shares — an estimated $77K sold.

Brendel Financial Advisors first reported a position in VKQ in Q1 2019 and held it in 4 quarters. The position peaked at $170K in Q3 2019. 78 funds tracked by Wall St. Rank hold VKQ as of Q3 2021.

Brendel Financial Advisors reported no remaining Invesco Municipal Trust position as of Q3 2021 after selling out during the quarter.
Brendel Financial Advisors sold 5,637 Invesco Municipal Trust shares in Q3 2021, an estimated $77K.
Brendel Financial Advisors first reported a position in Invesco Municipal Trust in Q1 2019 and held it in 4 quarters.
Brendel Financial Advisors's Invesco Municipal Trust position peaked at $170K in Q3 2019.
78 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q3 2021.

Based on Brendel Financial Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.