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Family Management’s Invesco Municipal Trust VKQ Stock Holding History

Family 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
2023
Q1 		– Sell
-27,300
Closed -$270K – 177
2022
Q4 		$270K Buy
+27,300
New +$255K 0.07% 116

Other funds holding VKQ

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Family Management's VKQ Position: Q1 2023 in Review

Family Management sold out of Invesco Municipal Trust (VKQ) in Q1 2023, closing a stake of 27,300 shares — an estimated $270K sold.

Family Management first reported a position in VKQ in Q4 2022 and held it in 1 quarter. The position peaked at $270K in Q4 2022. 80 funds tracked by Wall St. Rank hold VKQ as of Q1 2023.

  • Family Management reported no remaining Invesco Municipal Trust position as of Q1 2023 after selling out during the quarter.
  • Family Management sold 27,300 Invesco Municipal Trust shares in Q1 2023, an estimated $270K.
  • Family Management first reported a position in Invesco Municipal Trust in Q4 2022 and held it in 1 quarter.
  • Family Management's Invesco Municipal Trust position peaked at $270K in Q4 2022.
  • 80 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q1 2023.

Based on Family Management's 13F filing for Q1 2023, filed 15 May 2023.