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Financial Advocates Investment Management’s Invesco Municipal Trust VKQ Stock Holding History

Financial Advocates Investment 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
Q2 		– Sell
-30,336
Closed -$301K – 780
2023
Q1 		$301K Sell
30,336
-736
-2% -$7.19K 0.02% 556
2022
Q4 		$308K Sell
31,072
-1,172
-4% -$10.9K 0.02% 560
2022
Q3 		$295K Sell
32,244
-901
-3% -$9.16K 0.02% 546
2022
Q2 		$337K Sell
33,145
-3,543
-10% -$36.8K 0.03% 483
2022
Q1 		$422K Sell
36,688
-12,171
-25% -$145K 0.03% 485
2021
Q4 		$656K Buy
48,859
+510
+1% +$6.8K 0.04% 424
2021
Q3 		$648K Buy
48,349
+4,078
+9% +$56.3K 0.04% 417
2021
Q2 		$607K Buy
44,271
+3,325
+8% +$44.8K 0.04% 439
2021
Q1 		$540K Sell
40,946
-753
-2% -$9.77K 0.04% 466
2020
Q4 		$535K Sell
41,699
-10,768
-21% -$134K 0.04% 431
2020
Q3 		$630K Sell
52,467
-4,099
-7% -$50.3K 0.05% 334
2020
Q2 		$665K Buy
+56,566
New +$653K 0.06% 310

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 $5.28B AUM 14.42% 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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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

Financial Advocates Investment Management's VKQ Position: Q2 2023 in Review

Financial Advocates Investment Management sold out of Invesco Municipal Trust (VKQ) in Q2 2023, closing a stake of 30,336 shares — an estimated $301K sold.

Financial Advocates Investment Management first reported a position in VKQ in Q2 2020 and held it in 12 quarters. The position peaked at $665K in Q2 2020. 81 funds tracked by Wall St. Rank hold VKQ as of Q2 2023.

  • Financial Advocates Investment Management reported no remaining Invesco Municipal Trust position as of Q2 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 30,336 Invesco Municipal Trust shares in Q2 2023, an estimated $301K.
  • Financial Advocates Investment Management first reported a position in Invesco Municipal Trust in Q2 2020 and held it in 12 quarters.
  • Financial Advocates Investment Management's Invesco Municipal Trust position peaked at $665K in Q2 2020.
  • 81 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q2 2023.

Based on Financial Advocates Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.