Cambridge Investment Research Advisors
VKQ icon

Cambridge Investment Research Advisors’s Invesco Municipal Trust VKQ Stock Holding History

Cambridge Investment Research 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
2026
Q2 		$348K Sell
34,662
-7,943
-19% -$77.4K ﹤0.01% 3083
2026
Q1 		$406K Sell
42,605
-200
-0.5% -$1.95K ﹤0.01% 2997
2025
Q4 		$413K Sell
42,805
-5,465
-11% -$52.8K ﹤0.01% 2909
2025
Q3 		$466K Sell
48,270
-2,743
-5% -$25.3K ﹤0.01% 2742
2025
Q2 		$467K Buy
51,013
+1,327
+3% +$12.3K ﹤0.01% 2610
2025
Q1 		$479K Sell
49,686
-2,558
-5% -$25.2K ﹤0.01% 2483
2024
Q4 		$513K Sell
52,244
-1,953
-4% -$19.6K ﹤0.01% 2412
2024
Q3 		$556K Buy
54,197
+3,779
+7% +$38.2K ﹤0.01% 2323
2024
Q2 		$502K Sell
50,418
-1,641
-3% -$15.8K ﹤0.01% 2298
2024
Q1 		$505K Sell
52,059
-924
-2% -$8.81K ﹤0.01% 2268
2023
Q4 		$505K Buy
52,983
+9,892
+23% +$87.2K ﹤0.01% 2168
2023
Q3 		$359K Sell
43,091
-443
-1% -$4.07K ﹤0.01% 2365
2023
Q2 		$411K Buy
43,534
+8,848
+26% +$84K ﹤0.01% 2279
2023
Q1 		$344K Buy
34,686
+1,750
+5% +$17.1K ﹤0.01% 2365
2022
Q4 		$326K Buy
32,936
+2,225
+7% +$20.7K ﹤0.01% 2371
2022
Q3 		$281K Hold
30,711
– – ﹤0.01% 2417
2022
Q2 		$312K Buy
30,711
+7,950
+35% +$82.6K ﹤0.01% 2352
2022
Q1 		$262K Buy
22,761
+976
+4% +$11.7K ﹤0.01% 2657
2021
Q4 		$293K Hold
21,785
– – ﹤0.01% 2542
2021
Q3 		$292K Buy
21,785
+2
+0% +$28 ﹤0.01% 2490
2021
Q2 		$299K Sell
21,783
-1,000
-4% -$13.5K ﹤0.01% 2473
2021
Q1 		$301K Sell
22,783
-2,000
-8% -$25.9K ﹤0.01% 2284
2020
Q4 		$318K Hold
24,783
– – ﹤0.01% 2084
2020
Q3 		$298K Buy
24,783
+690
+3% +$8.47K ﹤0.01% 1934
2020
Q2 		$283K Hold
24,093
– – ﹤0.01% 1932
2020
Q1 		$282K Sell
24,093
-26,084
-52% -$323K ﹤0.01% 1717
2019
Q4 		$620K Sell
50,177
-4,000
-7% -$49.4K ﹤0.01% 1442
2019
Q3 		$683K Buy
54,177
+2,309
+4% +$29.1K 0.01% 1297
2019
Q2 		$639K Sell
51,868
-700
-1% -$8.48K 0.01% 1284
2019
Q1 		$633K Sell
52,568
-2,000
-4% -$23.6K 0.01% 1326
2018
Q4 		$608K Sell
54,568
-5,149
-9% -$57.2K 0.01% 1221
2018
Q3 		$689K Buy
59,717
+7,939
+15% +$93.5K 0.01% 1250
2018
Q2 		$612K Buy
51,778
+8,766
+20% +$103K 0.01% 1297
2018
Q1 		$503K Sell
43,012
-23,535
-35% -$282K 0.01% 1353
2017
Q4 		$832K Sell
66,547
-20,047
-23% -$250K 0.01% 999
2017
Q3 		$1.11M Buy
86,594
+550
+0.6% +$7.09K 0.01% 806
2017
Q2 		$1.1M Sell
86,044
-1,242
-1% -$15.8K 0.02% 761
2017
Q1 		$1.09M Buy
87,286
+2,820
+3% +$35.2K 0.02% 686
2016
Q4 		$1.04M Buy
84,466
+7,868
+10% +$99.1K 0.02% 656
2016
Q3 		$1.06M Buy
76,598
+2,956
+4% +$41.2K 0.02% 658
2016
Q2 		$1.05M Buy
73,642
+2,894
+4% +$39.4K 0.02% 586
2016
Q1 		$942K Buy
70,748
+45,400
+179% +$591K 0.02% 593
2015
Q4 		$324K Sell
25,348
-1,039
-4% -$13K 0.01% 1089
2015
Q3 		$324K Buy
26,387
+6,730
+34% +$81.5K 0.01% 991
2015
Q2 		$236K Hold
19,657
– – 0.01% 1183
2015
Q1 		$252K Buy
19,657
+123
+0.6% +$1.58K 0.01% 1132
2014
Q4 		$247K Sell
19,534
-2,961
-13% -$37.3K 0.01% 1099
2014
Q3 		$282K Buy
22,495
+8,000
+55% +$99K 0.01% 1125
2014
Q2 		$181K Buy
14,495
+1,470
+11% +$18.1K 0.01% 1222
2014
Q1 		$158K Sell
13,025
-979
-7% -$11.8K 0.01% 1187
2013
Q4 		$162K Hold
14,004
– – 0.01% 1124
2013
Q3 		$164K Hold
14,004
– – 0.01% 1079
2013
Q2 		$177K Buy
+14,004
New +$191K 0.01% 989

Other funds holding VKQ

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return
SFG
Seamount Financial Group Colorado Springs, Colorado $248M AUM 24.12% 1-Year Est. Return
MPCA
Madison Park Capital Advisors Seattle, Washington $140M AUM 16.26% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Cambridge Investment Research Advisors's VKQ Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Invesco Municipal Trust (VKQ) stake by 19% in Q2 2026, selling an estimated $77.4K and leaving 34,662 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #3083.

Cambridge Investment Research Advisors first reported a position in VKQ in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.11M in Q3 2017. 27 funds tracked by Wall St. Rank hold VKQ as of Q2 2026.

  • Cambridge Investment Research Advisors held 34,662 shares of Invesco Municipal Trust worth $348K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 7,943 Invesco Municipal Trust shares in Q2 2026, an estimated $77.4K.
  • Invesco Municipal Trust made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3083 holding.
  • Cambridge Investment Research Advisors first reported a position in Invesco Municipal Trust in Q2 2013 and has held it in 53 quarters since.
  • Cambridge Investment Research Advisors's Invesco Municipal Trust position peaked at $1.11M in Q3 2017.
  • 27 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.