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 $5.28B AUM 14.42% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cape Investment Advisory's KTF Position: Q1 2026 in Review

Cape Investment Advisory sold out of DWS Municipal Income Trust (KTF) in Q1 2026, closing a stake of 976 shares — an estimated $8.87K sold.

Cape Investment Advisory first reported a position in KTF in Q1 2023 and held it in 12 quarters. The position peaked at $9.73K in Q3 2024. 63 funds tracked by Wall St. Rank hold KTF as of Q1 2026.

Cape Investment Advisory reported no remaining DWS Municipal Income Trust position as of Q1 2026 after selling out during the quarter.
Cape Investment Advisory sold 976 DWS Municipal Income Trust shares in Q1 2026, an estimated $8.87K.
Cape Investment Advisory first reported a position in DWS Municipal Income Trust in Q1 2023 and held it in 12 quarters.
Cape Investment Advisory's DWS Municipal Income Trust position peaked at $9.73K in Q3 2024.
63 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.