EWM
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EPG Wealth Management’s Invesco Municipal Trust VKQ Stock Holding History

EPG 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
2020
Q2 		– Sell
-4,202
Closed -$49K – 745
2020
Q1 		$49K Buy
4,202
+50
+1% +$618 0.04% 284
2019
Q4 		$51K Buy
+4,152
New +$51.3K 0.04% 234

Other funds holding VKQ

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

EPG Wealth Management's VKQ Position: Q2 2020 in Review

EPG Wealth Management sold out of Invesco Municipal Trust (VKQ) in Q2 2020, closing a stake of 4,202 shares — an estimated $49K sold.

EPG Wealth Management first reported a position in VKQ in Q4 2019 and held it in 2 quarters. The position peaked at $51K in Q4 2019. 86 funds tracked by Wall St. Rank hold VKQ as of Q2 2020.

  • EPG Wealth Management reported no remaining Invesco Municipal Trust position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 4,202 Invesco Municipal Trust shares in Q2 2020, an estimated $49K.
  • EPG Wealth Management first reported a position in Invesco Municipal Trust in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's Invesco Municipal Trust position peaked at $51K in Q4 2019.
  • 86 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.