Carson Wealth (CWM LLC)
VKQ icon

Carson Wealth (CWM LLC)’s Invesco Municipal Trust VKQ Stock Holding History

Carson Wealth (CWM LLC)’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
2025
Q2 		– Sell
-136
Closed -$1K – 5323
2025
Q1 		$1K Sell
136
-6,969
-98% -$68.6K ﹤0.01% 5010
2024
Q4 		$70K Sell
7,105
-132
-2% -$1.32K ﹤0.01% 2540
2024
Q3 		$74K Buy
7,237
+132
+2% +$1.33K ﹤0.01% 2391
2024
Q2 		$71K Hold
7,105
– – ﹤0.01% 2223
2024
Q1 		$69K Buy
+7,105
New +$67.7K ﹤0.01% 2102
2022
Q3 		– Sell
-397
Closed -$4K – 4207
2022
Q2 		$4K Buy
+397
New +$4.13K ﹤0.01% 3140

Other funds holding VKQ

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Carson Wealth (CWM LLC)'s VKQ Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of Invesco Municipal Trust (VKQ) in Q2 2025, closing a stake of 136 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in VKQ in Q2 2022 and held it in 6 quarters. The position peaked at $74K in Q3 2024. 98 funds tracked by Wall St. Rank hold VKQ as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining Invesco Municipal Trust position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 136 Invesco Municipal Trust shares in Q2 2025, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Invesco Municipal Trust in Q2 2022 and held it in 6 quarters.
  • Carson Wealth (CWM LLC)'s Invesco Municipal Trust position peaked at $74K in Q3 2024.
  • 98 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.