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Clearstead Advisors’s Invesco Municipal Trust VKQ Stock Holding History

Clearstead Advisors’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
2022
Q1 		– Sell
-1,100
Closed -$15K – 1463
2021
Q4 		$15K Buy
+1,100
New +$14.7K ﹤0.01% 882

Other funds holding VKQ

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Clearstead Advisors's VKQ Position: Q1 2022 in Review

Clearstead Advisors sold out of Invesco Municipal Trust (VKQ) in Q1 2022, closing a stake of 1,100 shares — an estimated $15K sold.

Clearstead Advisors first reported a position in VKQ in Q4 2021 and held it in 1 quarter. The position peaked at $15K in Q4 2021. 90 funds tracked by Wall St. Rank hold VKQ as of Q1 2022.

  • Clearstead Advisors reported no remaining Invesco Municipal Trust position as of Q1 2022 after selling out during the quarter.
  • Clearstead Advisors sold 1,100 Invesco Municipal Trust shares in Q1 2022, an estimated $15K.
  • Clearstead Advisors first reported a position in Invesco Municipal Trust in Q4 2021 and held it in 1 quarter.
  • Clearstead Advisors's Invesco Municipal Trust position peaked at $15K in Q4 2021.
  • 90 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q1 2022.

Based on Clearstead Advisors's 13F filing for Q1 2022, filed 4 May 2022.