Financial Engines Advisors’s Invesco Municipal Trust VKQ Stock Holding History

Financial Engines Advisors’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
2026 Q2	–	Sell	-10,998	Closed	-$105K	–	571
2026 Q1	$105K	Hold	10,998	–	–	﹤0.01%	525
2025 Q4	$106K	Buy	10,998 +19	+0.2%	+$183	﹤0.01%	535
2025 Q3	$106K	Buy	10,979 +6	+0.1%	+$55	﹤0.01%	535
2025 Q2	$100K	Hold	10,973	–	–	﹤0.01%	513
2025 Q1	$106K	Hold	10,973	–	–	﹤0.01%	426
2024 Q4	$108K	Buy	10,973 +949	+9%	+$9.51K	﹤0.01%	439
2024 Q3	$103K	Hold	10,024	–	–	﹤0.01%	374
2024 Q2	$99.8K	Hold	10,024	–	–	﹤0.01%	344
2024 Q1	$97.2K	Hold	10,024	–	–	﹤0.01%	329
2023 Q4	$95.5K	Buy	+10,024	New	+$88.4K	﹤0.01%	312
2023 Q3	–	Sell	-10,024	Closed	-$94.5K	–	298
2023 Q2	$94.5K	Buy	+10,024	New	+$95.1K	﹤0.01%	283
2023 Q1	–	Sell	-10,024	Closed	-$99.2K	–	311
2022 Q4	$99.2K	Hold	10,024	–	–	﹤0.01%	287
2022 Q3	$91K	Hold	10,024	–	–	﹤0.01%	283
2022 Q2	$101K	Buy	+10,024	New	+$104K	﹤0.01%	292

Other funds holding VKQ

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors's VKQ Position: Q2 2026 in Review

Financial Engines Advisors sold out of Invesco Municipal Trust (VKQ) in Q2 2026, closing a stake of 10,998 shares — an estimated $105K sold.

Financial Engines Advisors first reported a position in VKQ in Q2 2022 and held it in 14 quarters. The position peaked at $108K in Q4 2024. 91 funds tracked by Wall St. Rank hold VKQ as of Q2 2026.

Financial Engines Advisors reported no remaining Invesco Municipal Trust position as of Q2 2026 after selling out during the quarter.
Financial Engines Advisors sold 10,998 Invesco Municipal Trust shares in Q2 2026, an estimated $105K.
Financial Engines Advisors first reported a position in Invesco Municipal Trust in Q2 2022 and held it in 14 quarters.
Financial Engines Advisors's Invesco Municipal Trust position peaked at $108K in Q4 2024.
91 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.