CoreCap Advisors’s Invesco Municipal Trust VKQ Stock Holding History

CoreCap 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	$20.1K	Buy	1,997 +1,700	+572%	+$16.6K	﹤0.01%	1789
2026 Q1	$2.83K	Sell	297 -296	-50%	-$2.88K	﹤0.01%	2328
2025 Q4	$5.72K	Buy	+593	New	+$5.73K	﹤0.01%	2156
2025 Q3	–	Sell	-297	Closed	-$2.72K	–	2945
2025 Q2	$2.72K	Hold	297	–	–	﹤0.01%	2256
2025 Q1	$2.87K	Hold	297	–	–	﹤0.01%	2257
2024 Q4	$2.91K	Hold	297	–	–	﹤0.01%	2125
2024 Q3	$3.05K	Sell	297 -3,005	-91%	-$30.4K	﹤0.01%	2099
2024 Q2	$32.9K	Hold	3,302	–	–	﹤0.01%	764
2024 Q1	$32K	Buy	+3,302	New	+$31.5K	﹤0.01%	1286
2022 Q4	$55K	Buy	+5,554	New	+$51.8K	﹤0.01%	961
2022 Q3	–	Sell	-5,554	Closed	-$56K	–	2048
2022 Q2	$56K	Buy	+5,554	New	+$57.7K	﹤0.01%	902
2022 Q1	–	Sell	-5,554	Closed	-$75K	–	2055
2021 Q4	$75K	Buy	+5,554	New	+$74K	0.01%	863

Other funds holding VKQ

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CoreCap Advisors's VKQ Position: Q2 2026 in Review

CoreCap Advisors increased its Invesco Municipal Trust (VKQ) stake by 572% in Q2 2026, buying an estimated $16.6K and bringing the position to 1,997 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1789.

CoreCap Advisors first reported a position in VKQ in Q4 2021 and has held it in 12 quarters since. The position peaked at $75K in Q4 2021. 91 funds tracked by Wall St. Rank hold VKQ as of Q2 2026.

CoreCap Advisors held 1,997 shares of Invesco Municipal Trust worth $20.1K as of Q2 2026.
CoreCap Advisors bought 1,700 Invesco Municipal Trust shares in Q2 2026, an estimated $16.6K.
Invesco Municipal Trust made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1789 holding.
CoreCap Advisors first reported a position in Invesco Municipal Trust in Q4 2021 and has held it in 12 quarters since.
CoreCap Advisors's Invesco Municipal Trust position peaked at $75K in Q4 2021.
91 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.