Cerity Partners
VKQ icon

Cerity Partners’s Invesco Municipal Trust VKQ Stock Holding History

Cerity Partners’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
Q4 		– Sell
-13,098
Closed -$126K – 3024
2025
Q3 		$126K Hold
13,098
– – ﹤0.01% 2592
2025
Q2 		$120K Hold
13,098
– – ﹤0.01% 2450
2025
Q1 		$126K Sell
13,098
-4
-0% -$39 ﹤0.01% 2294
2024
Q4 		$129K Sell
13,102
-1,726
-12% -$17.3K ﹤0.01% 2308
2024
Q3 		$152K Buy
+14,828
New +$150K ﹤0.01% 2368
2023
Q3 		– Sell
-11,357
Closed -$107K – 1717
2023
Q2 		$107K Buy
+11,357
New +$108K ﹤0.01% 1540

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UBS Group
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SIA
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RCM
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Wells Fargo
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VanEck Associates
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cerity Partners's VKQ Position: Q4 2025 in Review

Cerity Partners sold out of Invesco Municipal Trust (VKQ) in Q4 2025, closing a stake of 13,098 shares — an estimated $126K sold.

Cerity Partners first reported a position in VKQ in Q2 2023 and held it in 6 quarters. The position peaked at $152K in Q3 2024. 89 funds tracked by Wall St. Rank hold VKQ as of Q4 2025.

  • Cerity Partners reported no remaining Invesco Municipal Trust position as of Q4 2025 after selling out during the quarter.
  • Cerity Partners sold 13,098 Invesco Municipal Trust shares in Q4 2025, an estimated $126K.
  • Cerity Partners first reported a position in Invesco Municipal Trust in Q2 2023 and held it in 6 quarters.
  • Cerity Partners's Invesco Municipal Trust position peaked at $152K in Q3 2024.
  • 89 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q4 2025.

Based on Cerity Partners's 13F filing for Q4 2025, filed 11 Feb 2026.