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GeoWealth Management’s Invesco Municipal Trust VKQ Stock Holding History

GeoWealth 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
2024
Q1 		– Sell
-29,296
Closed -$279K – 912
2023
Q4 		$279K Buy
+29,296
New +$258K 0.02% 426

Other funds holding VKQ

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

GeoWealth Management's VKQ Position: Q1 2024 in Review

GeoWealth Management sold out of Invesco Municipal Trust (VKQ) in Q1 2024, closing a stake of 29,296 shares — an estimated $279K sold.

GeoWealth Management first reported a position in VKQ in Q4 2023 and held it in 1 quarter. The position peaked at $279K in Q4 2023. 92 funds tracked by Wall St. Rank hold VKQ as of Q1 2024.

  • GeoWealth Management reported no remaining Invesco Municipal Trust position as of Q1 2024 after selling out during the quarter.
  • GeoWealth Management sold 29,296 Invesco Municipal Trust shares in Q1 2024, an estimated $279K.
  • GeoWealth Management first reported a position in Invesco Municipal Trust in Q4 2023 and held it in 1 quarter.
  • GeoWealth Management's Invesco Municipal Trust position peaked at $279K in Q4 2023.
  • 92 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q1 2024.

Based on GeoWealth Management's 13F filing for Q1 2024, filed 15 May 2024.