FSA Wealth Management’s Invesco Municipal Trust VKQ Stock Holding History

FSA Wealth Management’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	$8.2K	Hold	850	–	–	﹤0.01%	334
2025 Q2	$7.78K	Hold	850	–	–	﹤0.01%	329
2025 Q1	$8.2K	Hold	850	–	–	﹤0.01%	297
2024 Q4	$8.34K	Hold	850	–	–	﹤0.01%	319
2024 Q3	$8.72K	Buy	+850	New	+$8.59K	﹤0.01%	324
2024 Q1	$8.24K	Hold	850	–	–	﹤0.01%	356
2023 Q4	$8K	Buy	+850	New	+$7.49K	﹤0.01%	362
2021 Q1	–	Sell	-850	Closed	-$11K	–	228
2020 Q4	$11K	Buy	+850	New	+$10.6K	0.01%	263
2020 Q3	–	Sell	-850	Closed	-$10K	–	346
2020 Q2	$10K	Hold	850	–	–	0.01%	270
2020 Q1	$10K	Hold	850	–	–	0.01%	247
2019 Q4	$11K	Buy	+850	New	+$10.5K	0.01%	298

Other funds holding VKQ

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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) 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FSA Wealth Management's VKQ Position: Q3 2025 in Review

FSA Wealth Management held its Invesco Municipal Trust (VKQ) position steady in Q3 2025 at 850 shares worth $8.2K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

FSA Wealth Management first reported a position in VKQ in Q4 2019 and has held it in 11 quarters since. The position peaked at $11K in Q4 2020. 94 funds tracked by Wall St. Rank hold VKQ as of Q3 2025.

FSA Wealth Management held 850 shares of Invesco Municipal Trust worth $8.2K as of Q3 2025.
FSA Wealth Management left its Invesco Municipal Trust share count unchanged in Q3 2025.
Invesco Municipal Trust made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #334 holding.
FSA Wealth Management first reported a position in Invesco Municipal Trust in Q4 2019 and has held it in 11 quarters since.
FSA Wealth Management's Invesco Municipal Trust position peaked at $11K in Q4 2020.
94 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.