EH
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Equitable Holdings’s Invesco Municipal Trust VKQ Stock Holding History

Equitable Holdings’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
2021
Q3 		– Sell
-11,277
Closed -$155K – 861
2021
Q2 		$155K Hold
11,277
– – ﹤0.01% 796
2021
Q1 		$149K Sell
11,277
-1,700
-13% -$22.1K ﹤0.01% 734
2020
Q4 		$166K Hold
12,977
– – ﹤0.01% 658
2020
Q3 		$156K Buy
12,977
+527
+4% +$6.47K ﹤0.01% 603
2020
Q2 		$146K Hold
12,450
– – ﹤0.01% 600
2020
Q1 		$146K Buy
+12,450
New +$154K 0.01% 555

Other funds holding VKQ

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Equitable Holdings's VKQ Position: Q3 2021 in Review

Equitable Holdings sold out of Invesco Municipal Trust (VKQ) in Q3 2021, closing a stake of 11,277 shares — an estimated $155K sold.

Equitable Holdings first reported a position in VKQ in Q1 2020 and held it in 6 quarters. The position peaked at $166K in Q4 2020. 78 funds tracked by Wall St. Rank hold VKQ as of Q3 2021.

  • Equitable Holdings reported no remaining Invesco Municipal Trust position as of Q3 2021 after selling out during the quarter.
  • Equitable Holdings sold 11,277 Invesco Municipal Trust shares in Q3 2021, an estimated $155K.
  • Equitable Holdings first reported a position in Invesco Municipal Trust in Q1 2020 and held it in 6 quarters.
  • Equitable Holdings's Invesco Municipal Trust position peaked at $166K in Q4 2020.
  • 78 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q3 2021.

Based on Equitable Holdings's 13F filing for Q3 2021, filed 12 Nov 2021.