Commonwealth Equity Services
KTF

Commonwealth Equity Services’s DWS Municipal Income Trust KTF Stock Holding History

Commonwealth Equity Services’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
Q2 		– Sell
-12,855
Closed -$121K – 4308
2025
Q1 		$121K Buy
12,855
+120
+0.9% +$1.14K ﹤0.01% 3960
2024
Q4 		$120K Sell
12,735
-7,194
-36% -$71.1K ﹤0.01% 3875
2024
Q3 		$199K Sell
19,929
-4,421
-18% -$43.1K ﹤0.01% 3706
2024
Q2 		$231K Sell
24,350
-1,548
-6% -$14.6K ﹤0.01% 3531
2024
Q1 		$234K Sell
25,898
-1,472
-5% -$13.2K ﹤0.01% 3498
2023
Q4 		$243K Buy
27,370
+1,358
+5% +$11.1K ﹤0.01% 3347
2023
Q3 		$200K Sell
26,012
-760
-3% -$6.39K ﹤0.01% 3383
2023
Q2 		$231K Sell
26,772
-9,130
-25% -$79K ﹤0.01% 3270
2023
Q1 		$319 Buy
35,902
+4,810
+15% +$42.3K ﹤0.01% 2925
2022
Q4 		$267K Buy
31,092
+4,884
+19% +$41.3K ﹤0.01% 2964
2022
Q3 		$218K Buy
26,208
+746
+3% +$6.93K ﹤0.01% 3092
2022
Q2 		$239K Buy
25,462
+5,819
+30% +$54.9K ﹤0.01% 3041
2022
Q1 		$204K Buy
19,643
+1,317
+7% +$14.3K ﹤0.01% 3321
2021
Q4 		$216K Sell
18,326
-2,936
-14% -$34.9K ﹤0.01% 3238
2021
Q3 		$253K Sell
21,262
-2,746
-11% -$33.7K ﹤0.01% 3072
2021
Q2 		$293K Buy
24,008
+2,279
+10% +$27.3K ﹤0.01% 2925
2021
Q1 		$253K Sell
21,729
-9,875
-31% -$114K ﹤0.01% 2926
2020
Q4 		$367K Sell
31,604
-40,578
-56% -$454K ﹤0.01% 2391
2020
Q3 		$799K Sell
72,182
-16,433
-19% -$184K ﹤0.01% 1632
2020
Q2 		$957K Sell
88,615
-3,768
-4% -$39.6K ﹤0.01% 1447
2020
Q1 		$995K Sell
92,383
-5,741
-6% -$64.9K ﹤0.01% 1271
2019
Q4 		$1.11M Sell
98,124
-9,097
-8% -$104K ﹤0.01% 1359
2019
Q3 		$1.24M Sell
107,221
-2,323
-2% -$26.8K 0.01% 1235
2019
Q2 		$1.23M Sell
109,544
-3,307
-3% -$36.8K 0.01% 1221
2019
Q1 		$1.24M Buy
112,851
+1,573
+1% +$17K 0.01% 1167
2018
Q4 		$1.15M Sell
111,278
-31,094
-22% -$320K 0.01% 1126
2018
Q3 		$1.49M Sell
142,372
-8,292
-6% -$90.1K 0.01% 1076
2018
Q2 		$1.66M Sell
150,664
-2,286
-1% -$25.3K 0.01% 1004
2018
Q1 		$1.71M Sell
152,950
-664
-0.4% -$7.59K 0.01% 956
2017
Q4 		$1.83M Sell
153,614
-11,537
-7% -$139K 0.01% 903
2017
Q3 		$2.1M Sell
165,151
-4,466
-3% -$58.5K 0.01% 782
2017
Q2 		$2.29M Sell
169,617
-2,303
-1% -$31K 0.01% 715
2017
Q1 		$2.28M Buy
171,920
+4,529
+3% +$60.5K 0.02% 683
2016
Q4 		$2.2M Sell
167,391
-8,415
-5% -$111K 0.02% 674
2016
Q3 		$2.48M Sell
175,806
-23,109
-12% -$335K 0.02% 591
2016
Q2 		$2.87M Sell
198,915
-1,288
-0.6% -$18.2K 0.02% 521
2016
Q1 		$2.8M Sell
200,203
-4,902
-2% -$67.8K 0.02% 508
2015
Q4 		$2.77M Sell
205,105
-13,002
-6% -$173K 0.03% 512
2015
Q3 		$2.85M Sell
218,107
-4,926
-2% -$63K 0.03% 475
2015
Q2 		$2.81M Sell
223,033
-108
-0% -$1.43K 0.03% 503
2015
Q1 		$3.13M Sell
223,141
-25,597
-10% -$354K 0.03% 458
2014
Q4 		$3.33M Sell
248,738
-5,190
-2% -$69.4K 0.04% 412
2014
Q3 		$3.35M Sell
253,928
-1,370
-0.5% -$18.2K 0.04% 376
2014
Q2 		$3.48M Sell
255,298
-1,638
-0.6% -$21.9K 0.04% 364
2014
Q1 		$3.36M Buy
256,936
+1,991
+0.8% +$25.3K 0.05% 345
2013
Q4 		$3.06M Buy
254,945
+44,610
+21% +$533K 0.04% 349
2013
Q3 		$2.6M Buy
210,335
+9,535
+5% +$116K 0.04% 372
2013
Q2 		$2.59M Buy
+200,800
New +$2.83M 0.05% 356

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
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
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Commonwealth Equity Services's KTF Position: Q2 2025 in Review

Commonwealth Equity Services sold out of DWS Municipal Income Trust (KTF) in Q2 2025, closing a stake of 12,855 shares — an estimated $121K sold.

Commonwealth Equity Services first reported a position in KTF in Q2 2013 and held it in 48 quarters. The position peaked at $3.48M in Q2 2014. 66 funds tracked by Wall St. Rank hold KTF as of Q2 2025.

  • Commonwealth Equity Services reported no remaining DWS Municipal Income Trust position as of Q2 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 12,855 DWS Municipal Income Trust shares in Q2 2025, an estimated $121K.
  • Commonwealth Equity Services first reported a position in DWS Municipal Income Trust in Q2 2013 and held it in 48 quarters.
  • Commonwealth Equity Services's DWS Municipal Income Trust position peaked at $3.48M in Q2 2014.
  • 66 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q2 2025.

Based on Commonwealth Equity Services's 13F filing for Q2 2025, filed 6 Aug 2025.