Equitable Holdings’s DWS Municipal Income Trust KTF Stock Holding History

Equitable Holdings’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	-30,561	Closed	-$270K	–	1563
2025 Q2	$270K	Buy	30,561 +617	+2%	+$5.54K	﹤0.01%	1230
2025 Q1	$281K	Buy	29,944 +615	+2%	+$5.85K	﹤0.01%	1122
2024 Q4	$277K	Buy	29,329 +544	+2%	+$5.38K	﹤0.01%	1070
2024 Q3	$287K	Buy	28,785 +532	+2%	+$5.19K	﹤0.01%	1058
2024 Q2	$268K	Buy	28,253 +651	+2%	+$6.15K	﹤0.01%	1025
2024 Q1	$249K	Buy	27,602 +173	+0.6%	+$1.55K	﹤0.01%	1017
2023 Q4	$244K	Buy	27,429 +248	+0.9%	+$2.02K	﹤0.01%	1001
2023 Q3	$209K	Buy	27,181 +242	+0.9%	+$2.03K	﹤0.01%	998
2023 Q2	$232K	Buy	26,939 +246	+0.9%	+$2.13K	﹤0.01%	940
2023 Q1	$238K	Buy	+26,693	New	+$235K	﹤0.01%	868

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 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 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 New York $133B AUM 72.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Equitable Holdings's KTF Position: Q3 2025 in Review

Equitable Holdings sold out of DWS Municipal Income Trust (KTF) in Q3 2025, closing a stake of 30,561 shares — an estimated $270K sold.

Equitable Holdings first reported a position in KTF in Q1 2023 and held it in 10 quarters. The position peaked at $287K in Q3 2024. 65 funds tracked by Wall St. Rank hold KTF as of Q3 2025.

Equitable Holdings reported no remaining DWS Municipal Income Trust position as of Q3 2025 after selling out during the quarter.
Equitable Holdings sold 30,561 DWS Municipal Income Trust shares in Q3 2025, an estimated $270K.
Equitable Holdings first reported a position in DWS Municipal Income Trust in Q1 2023 and held it in 10 quarters.
Equitable Holdings's DWS Municipal Income Trust position peaked at $287K in Q3 2024.
65 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q3 2025.

Based on Equitable Holdings's 13F filing for Q3 2025, filed 14 Nov 2025.