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Fortis Group Advisors’s Invesco Municipal Trust VKQ Stock Holding History

Fortis Group 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
2020
Q3 		$453K Buy
+37,772
New +$464K 0.09% 110

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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fortis Group Advisors's VKQ Position: Q3 2020 in Review

Fortis Group Advisors opened a new position in Invesco Municipal Trust (VKQ) in Q3 2020: 37,772 shares worth $453K. The stake represents 0.09% of the portfolio and ranks #110 among its holdings.

87 funds tracked by Wall St. Rank hold VKQ as of Q3 2020.

  • Fortis Group Advisors held 37,772 shares of Invesco Municipal Trust worth $453K as of Q3 2020.
  • Invesco Municipal Trust was a new Fortis Group Advisors position in Q3 2020.
  • Invesco Municipal Trust made up 0.09% of Fortis Group Advisors's portfolio in Q3 2020, its #110 holding.
  • 87 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q3 2020.

Based on Fortis Group Advisors's 13F filing for Q3 2020, filed 17 Nov 2020.