CIA
KTF

Concurrent Investment Advisors’s DWS Municipal Income Trust KTF Stock Holding History

Concurrent Investment Advisors’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
2026
Q2 		$716K Buy
77,850
+26,200
+51% +$239K 0.01% 1189
2026
Q1 		$470K Buy
51,650
+18,500
+56% +$169K 0.01% 1243
2025
Q4 		$301K Buy
33,150
+1,000
+3% +$9.17K ﹤0.01% 1400
2025
Q3 		$295K Buy
+32,150
New +$283K 0.01% 1163

Other funds holding KTF

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM

Concurrent Investment Advisors's KTF Position: Q2 2026 in Review

Concurrent Investment Advisors increased its DWS Municipal Income Trust (KTF) stake by 51% in Q2 2026, buying an estimated $239K and bringing the position to 77,850 shares worth $716K. The position accounts for 0.01% of the portfolio, ranked #1189.

Concurrent Investment Advisors first reported a position in KTF in Q3 2025 and has held it in 4 quarters since. 14 funds tracked by Wall St. Rank hold KTF as of Q2 2026.

  • Concurrent Investment Advisors held 77,850 shares of DWS Municipal Income Trust worth $716K as of Q2 2026.
  • Concurrent Investment Advisors bought 26,200 DWS Municipal Income Trust shares in Q2 2026, an estimated $239K.
  • DWS Municipal Income Trust made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1189 holding.
  • Concurrent Investment Advisors first reported a position in DWS Municipal Income Trust in Q3 2025 and has held it in 4 quarters since.
  • 14 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.