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Concorde Asset Management’s Invesco Municipal Trust VKQ Stock Holding History

Concorde Asset Management’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
2026
Q2 		– Sell
-63,972
Closed -$609K – 223
2026
Q1 		$609K Sell
63,972
-17,787
-22% -$173K 0.3% 73
2025
Q4 		$789K Buy
81,759
+6,393
+8% +$61.7K 0.32% 67
2025
Q3 		$728K Buy
+75,366
New +$696K 0.3% 68
2025
Q1 		$244K Buy
25,924
+10,130
+64% +$99.7K 0.13% 142
2024
Q4 		$155K Buy
+15,794
New +$158K 0.08% 175

Other funds holding VKQ

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Concorde Asset Management's VKQ Position: Q2 2026 in Review

Concorde Asset Management sold out of Invesco Municipal Trust (VKQ) in Q2 2026, closing a stake of 63,972 shares — an estimated $609K sold.

Concorde Asset Management first reported a position in VKQ in Q4 2024 and held it in 5 quarters. The position peaked at $789K in Q4 2025. 91 funds tracked by Wall St. Rank hold VKQ as of Q2 2026.

  • Concorde Asset Management reported no remaining Invesco Municipal Trust position as of Q2 2026 after selling out during the quarter.
  • Concorde Asset Management sold 63,972 Invesco Municipal Trust shares in Q2 2026, an estimated $609K.
  • Concorde Asset Management first reported a position in Invesco Municipal Trust in Q4 2024 and held it in 5 quarters.
  • Concorde Asset Management's Invesco Municipal Trust position peaked at $789K in Q4 2025.
  • 91 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q2 2026.

Based on Concorde Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.