CIA
KTF

Cape Investment Advisory’s DWS Municipal Income Trust KTF Stock Holding History

Cape Investment Advisory’s Portfolio KTF Stock Details KTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-976
Closed -$8.87K – 743
2025
Q4 		$8.87K Hold
976
– – ﹤0.01% 778
2025
Q3 		$8.95K Hold
976
– – 0.01% 427
2025
Q2 		$8.63K Hold
976
– – ﹤0.01% 658
2025
Q1 		$9.15K Hold
976
– – ﹤0.01% 627
2024
Q4 		$9.22K Hold
976
– – ﹤0.01% 602
2024
Q3 		$9.73K Hold
976
– – ﹤0.01% 575
2024
Q2 		$9.24K Hold
976
– – ﹤0.01% 537
2024
Q1 		$8.81K Hold
976
– – ﹤0.01% 571
2023
Q4 		$8.68K Hold
976
– – ﹤0.01% 696
2023
Q3 		$7.51K Hold
976
– – ﹤0.01% 610
2023
Q2 		$8.4K Buy
976
+30
+3% +$259 ﹤0.01% 582
2023
Q1 		$8.42K Buy
+946
New +$8.32K 0.01% 574

Other funds holding KTF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return