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Concurrent Investment Advisors’s Invesco Municipal Trust VKQ Stock Holding History

Concurrent Investment 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
2026
Q2 		$402K Sell
40,019
-3,323
-8% -$32.4K ﹤0.01% 1530
2026
Q1 		$413K Buy
43,342
+3,151
+8% +$30.7K ﹤0.01% 1310
2025
Q4 		$388K Sell
40,191
-1,828
-4% -$17.7K ﹤0.01% 1260
2025
Q3 		$405K Buy
+42,019
New +$388K 0.01% 1013

Other funds holding VKQ

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
SFG
Seamount Financial Group Colorado Springs, Colorado $248M AUM 24.12% 1-Year Est. Return
MPCA
Madison Park Capital Advisors Seattle, Washington $140M AUM 16.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

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

Concurrent Investment Advisors reduced its Invesco Municipal Trust (VKQ) stake by 7.7% in Q2 2026, selling an estimated $32.4K and leaving 40,019 shares worth $402K. The position accounts for ﹤0.01% of the portfolio, ranked #1530.

Concurrent Investment Advisors first reported a position in VKQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $413K in Q1 2026. 20 funds tracked by Wall St. Rank hold VKQ as of Q2 2026.

  • Concurrent Investment Advisors held 40,019 shares of Invesco Municipal Trust worth $402K as of Q2 2026.
  • Concurrent Investment Advisors sold 3,323 Invesco Municipal Trust shares in Q2 2026, an estimated $32.4K.
  • Invesco Municipal Trust made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1530 holding.
  • Concurrent Investment Advisors first reported a position in Invesco Municipal Trust in Q3 2025 and has held it in 4 quarters since.
  • Concurrent Investment Advisors's Invesco Municipal Trust position peaked at $413K in Q1 2026.
  • 20 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q2 2026.

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