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Fortitude Family Office’s Invesco Municipal Trust VKQ Stock Holding History

Fortitude Family Office’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
2025
Q3 		– Sell
-1,156
Closed -$10.6K – 2147
2025
Q2 		$10.6K Hold
1,156
– – ﹤0.01% 529
2025
Q1 		$11.2K Hold
1,156
– – ﹤0.01% 512
2024
Q4 		$11.3K Hold
1,156
– – ﹤0.01% 595
2024
Q3 		$11.9K Buy
+1,156
New +$11.7K ﹤0.01% 527

Other funds holding VKQ

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fortitude Family Office's VKQ Position: Q3 2025 in Review

Fortitude Family Office sold out of Invesco Municipal Trust (VKQ) in Q3 2025, closing a stake of 1,156 shares — an estimated $10.6K sold.

Fortitude Family Office first reported a position in VKQ in Q3 2024 and held it in 4 quarters. The position peaked at $11.9K in Q3 2024. 94 funds tracked by Wall St. Rank hold VKQ as of Q3 2025.

  • Fortitude Family Office reported no remaining Invesco Municipal Trust position as of Q3 2025 after selling out during the quarter.
  • Fortitude Family Office sold 1,156 Invesco Municipal Trust shares in Q3 2025, an estimated $10.6K.
  • Fortitude Family Office first reported a position in Invesco Municipal Trust in Q3 2024 and held it in 4 quarters.
  • Fortitude Family Office's Invesco Municipal Trust position peaked at $11.9K in Q3 2024.
  • 94 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q3 2025.

Based on Fortitude Family Office's 13F filing for Q3 2025, filed 17 Oct 2025.