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Doyle Wealth Management’s Invesco Municipal Trust VKQ Stock Holding History

Doyle Wealth 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
2022
Q2 		– Sell
-18,397
Closed -$212K – 250
2022
Q1 		$212K Buy
+18,397
New +$220K 0.02% 228

Other funds holding VKQ

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GC
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Doyle Wealth Management's VKQ Position: Q2 2022 in Review

Doyle Wealth Management sold out of Invesco Municipal Trust (VKQ) in Q2 2022, closing a stake of 18,397 shares — an estimated $212K sold.

Doyle Wealth Management first reported a position in VKQ in Q1 2022 and held it in 1 quarter. The position peaked at $212K in Q1 2022. 93 funds tracked by Wall St. Rank hold VKQ as of Q2 2022.

  • Doyle Wealth Management reported no remaining Invesco Municipal Trust position as of Q2 2022 after selling out during the quarter.
  • Doyle Wealth Management sold 18,397 Invesco Municipal Trust shares in Q2 2022, an estimated $212K.
  • Doyle Wealth Management first reported a position in Invesco Municipal Trust in Q1 2022 and held it in 1 quarter.
  • Doyle Wealth Management's Invesco Municipal Trust position peaked at $212K in Q1 2022.
  • 93 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q2 2022.

Based on Doyle Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.