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Global Retirement Partners’s Invesco Municipal Trust VKQ Stock Holding History

Global Retirement Partners’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
2026
Q2 		$74.4K Buy
+7,410
New +$72.2K ﹤0.01% 2258
2025
Q4 		$41.3K Buy
+4,276
New +$41.3K ﹤0.01% 2464
2024
Q4 		– Sell
-309
Closed -$3.17K – 3788
2024
Q3 		$3.17K Hold
309
– – ﹤0.01% 2763
2024
Q2 		$3.08K Buy
+309
New +$2.97K ﹤0.01% 2809

Other funds holding VKQ

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Global Retirement Partners's VKQ Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco Municipal Trust (VKQ) in Q2 2026: 7,410 shares worth $74.4K. The stake represents ﹤0.01% of the portfolio and ranks #2258 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in VKQ as recently as Q4 2025.

Global Retirement Partners first reported a position in VKQ in Q2 2024 and has held it in 4 quarters since. 91 funds tracked by Wall St. Rank hold VKQ as of Q2 2026.

  • Global Retirement Partners held 7,410 shares of Invesco Municipal Trust worth $74.4K as of Q2 2026.
  • Invesco Municipal Trust was a new Global Retirement Partners position in Q2 2026.
  • Invesco Municipal Trust made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2258 holding.
  • Global Retirement Partners first reported a position in Invesco Municipal Trust in Q2 2024 and has held it in 4 quarters since.
  • 91 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.