CAPTRUST Financial Advisors
KTF

CAPTRUST Financial Advisors’s DWS Municipal Income Trust KTF Stock Holding History

CAPTRUST Financial Advisors’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
2025
Q3 		– Sell
-24,000
Closed -$212K – 2672
2025
Q2 		$212K Buy
+24,000
New +$216K ﹤0.01% 2268
2024
Q1 		– Sell
-45,964
Closed -$409K – 2421
2023
Q4 		$409K Buy
45,964
+21,755
+90% +$178K ﹤0.01% 1895
2023
Q3 		$186K Buy
+24,209
New +$203K ﹤0.01% 2312

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors's KTF Position: Q3 2025 in Review

CAPTRUST Financial Advisors sold out of DWS Municipal Income Trust (KTF) in Q3 2025, closing a stake of 24,000 shares — an estimated $212K sold.

CAPTRUST Financial Advisors first reported a position in KTF in Q3 2023 and held it in 3 quarters. The position peaked at $409K in Q4 2023. 65 funds tracked by Wall St. Rank hold KTF as of Q3 2025.

  • CAPTRUST Financial Advisors reported no remaining DWS Municipal Income Trust position as of Q3 2025 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 24,000 DWS Municipal Income Trust shares in Q3 2025, an estimated $212K.
  • CAPTRUST Financial Advisors first reported a position in DWS Municipal Income Trust in Q3 2023 and held it in 3 quarters.
  • CAPTRUST Financial Advisors's DWS Municipal Income Trust position peaked at $409K in Q4 2023.
  • 65 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q3 2025.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2025, filed 19 Nov 2025.