CI
KTF

CX Institutional’s DWS Municipal Income Trust KTF Stock Holding History

CX Institutional’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
Q3 		– Sell
-11,400
Closed -$101K – 1389
2025
Q2 		$101K Hold
11,400
– – ﹤0.01% 764
2025
Q1 		$107K Buy
+11,400
New +$108K ﹤0.01% 741

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CX Institutional's KTF Position: Q3 2025 in Review

CX Institutional sold out of DWS Municipal Income Trust (KTF) in Q3 2025, closing a stake of 11,400 shares — an estimated $101K sold.

CX Institutional first reported a position in KTF in Q1 2025 and held it in 2 quarters. The position peaked at $107K in Q1 2025. 65 funds tracked by Wall St. Rank hold KTF as of Q3 2025.

  • CX Institutional reported no remaining DWS Municipal Income Trust position as of Q3 2025 after selling out during the quarter.
  • CX Institutional sold 11,400 DWS Municipal Income Trust shares in Q3 2025, an estimated $101K.
  • CX Institutional first reported a position in DWS Municipal Income Trust in Q1 2025 and held it in 2 quarters.
  • CX Institutional's DWS Municipal Income Trust position peaked at $107K in Q1 2025.
  • 65 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q3 2025.

Based on CX Institutional's 13F filing for Q3 2025, filed 23 Oct 2025.