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Fortitude Advisory Group’s Invesco Municipal Trust VKQ Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-1,871
Closed -$22K – 1258
2022
Q1 		$22K Hold
1,871
– – 0.01% 809
2021
Q4 		$25K Buy
+1,871
New +$24.9K 0.01% 785

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fortitude Advisory Group's VKQ Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Invesco Municipal Trust (VKQ) in Q2 2022, closing a stake of 1,871 shares — an estimated $22K sold.

Fortitude Advisory Group first reported a position in VKQ in Q4 2021 and held it in 2 quarters. The position peaked at $25K in Q4 2021. 93 funds tracked by Wall St. Rank hold VKQ as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Invesco Municipal Trust position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 1,871 Invesco Municipal Trust shares in Q2 2022, an estimated $22K.
  • Fortitude Advisory Group first reported a position in Invesco Municipal Trust in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Invesco Municipal Trust position peaked at $25K in Q4 2021.
  • 93 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.