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

Frazier Financial 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
2025
Q1 		– Sell
-324
Closed -$3.12K – 662
2024
Q4 		$3.12K Buy
324
+4
+1% +$40 ﹤0.01% 489
2024
Q3 		$3.28K Buy
+320
New +$3.23K ﹤0.01% 622

Other funds holding VKQ

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KIM
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SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Frazier Financial Advisors's VKQ Position: Q1 2025 in Review

Frazier Financial Advisors sold out of Invesco Municipal Trust (VKQ) in Q1 2025, closing a stake of 324 shares — an estimated $3.12K sold.

Frazier Financial Advisors first reported a position in VKQ in Q3 2024 and held it in 2 quarters. The position peaked at $3.28K in Q3 2024. 98 funds tracked by Wall St. Rank hold VKQ as of Q1 2025.

  • Frazier Financial Advisors reported no remaining Invesco Municipal Trust position as of Q1 2025 after selling out during the quarter.
  • Frazier Financial Advisors sold 324 Invesco Municipal Trust shares in Q1 2025, an estimated $3.12K.
  • Frazier Financial Advisors first reported a position in Invesco Municipal Trust in Q3 2024 and held it in 2 quarters.
  • Frazier Financial Advisors's Invesco Municipal Trust position peaked at $3.28K in Q3 2024.
  • 98 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q1 2025.

Based on Frazier Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.