Focus Partners Wealth
KTF

Focus Partners Wealth’s DWS Municipal Income Trust KTF Stock Holding History

Focus Partners Wealth’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
2026
Q2 		$2.8M Sell
304,737
-15,774
-5% -$144K ﹤0.01% 1204
2026
Q1 		$2.92M Sell
320,511
-6,302
-2% -$57.4K ﹤0.01% 1146
2025
Q4 		$2.97M Buy
+326,813
New +$3M ﹤0.01% 1161

Other funds holding KTF

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Focus Partners Wealth's KTF Position: Q2 2026 in Review

Focus Partners Wealth reduced its DWS Municipal Income Trust (KTF) stake by 4.9% in Q2 2026, selling an estimated $144K and leaving 304,737 shares worth $2.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

Focus Partners Wealth first reported a position in KTF in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.97M in Q4 2025. 71 funds tracked by Wall St. Rank hold KTF as of Q2 2026.

  • Focus Partners Wealth held 304,737 shares of DWS Municipal Income Trust worth $2.8M as of Q2 2026.
  • Focus Partners Wealth sold 15,774 DWS Municipal Income Trust shares in Q2 2026, an estimated $144K.
  • DWS Municipal Income Trust made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1204 holding.
  • Focus Partners Wealth first reported a position in DWS Municipal Income Trust in Q4 2025 and has held it in 3 quarters since.
  • Focus Partners Wealth's DWS Municipal Income Trust position peaked at $2.97M in Q4 2025.
  • 71 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.