Glass Jacobson Investment Advisors’s Invesco Municipal Trust VKQ Stock Holding History

Glass Jacobson Investment 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
2022 Q4	$11.9K	Buy	+1,205	New	+$11.2K	0.01%	494

Other funds holding VKQ

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Glass Jacobson Investment Advisors's VKQ Position: Q4 2022 in Review

Glass Jacobson Investment Advisors opened a new position in Invesco Municipal Trust (VKQ) in Q4 2022: 1,205 shares worth $11.9K. The stake represents 0.01% of the portfolio and ranks #494 among its holdings.

92 funds tracked by Wall St. Rank hold VKQ as of Q4 2022.

Glass Jacobson Investment Advisors held 1,205 shares of Invesco Municipal Trust worth $11.9K as of Q4 2022.
Invesco Municipal Trust was a new Glass Jacobson Investment Advisors position in Q4 2022.
Invesco Municipal Trust made up 0.01% of Glass Jacobson Investment Advisors's portfolio in Q4 2022, its #494 holding.
92 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q4 2022.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.