Gradient Investments’s Invesco Municipal Trust VKQ Stock Holding History

Gradient Investments’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
2021 Q1	–	Sell	-1,234	Closed	-$15K	–	1296
2020 Q4	$15K	Hold	1,234	–	–	﹤0.01%	628
2020 Q3	$15K	Hold	1,234	–	–	﹤0.01%	632
2020 Q2	$15K	Hold	1,234	–	–	﹤0.01%	584
2020 Q1	$14K	Hold	1,234	–	–	﹤0.01%	591
2019 Q4	$15K	Hold	1,234	–	–	﹤0.01%	621
2019 Q3	$16K	Hold	1,234	–	–	﹤0.01%	561
2019 Q2	$15K	Hold	1,234	–	–	﹤0.01%	567
2019 Q1	$15K	Hold	1,234	–	–	﹤0.01%	493
2018 Q4	$14K	Hold	1,234	–	–	﹤0.01%	520
2018 Q3	$14K	Hold	1,234	–	–	﹤0.01%	572
2018 Q2	$15K	Hold	1,234	–	–	﹤0.01%	542
2018 Q1	$14K	Buy	+1,234	New	+$14.8K	﹤0.01%	561

Other funds holding VKQ

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

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

SIA

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

JWA

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

RCM

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

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

Gradient Investments's VKQ Position: Q1 2021 in Review

Gradient Investments sold out of Invesco Municipal Trust (VKQ) in Q1 2021, closing a stake of 1,234 shares — an estimated $15K sold.

Gradient Investments first reported a position in VKQ in Q1 2018 and held it in 12 quarters. The position peaked at $16K in Q3 2019. 83 funds tracked by Wall St. Rank hold VKQ as of Q1 2021.

Gradient Investments reported no remaining Invesco Municipal Trust position as of Q1 2021 after selling out during the quarter.
Gradient Investments sold 1,234 Invesco Municipal Trust shares in Q1 2021, an estimated $15K.
Gradient Investments first reported a position in Invesco Municipal Trust in Q1 2018 and held it in 12 quarters.
Gradient Investments's Invesco Municipal Trust position peaked at $16K in Q3 2019.
83 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q1 2021.

Based on Gradient Investments's 13F filing for Q1 2021, filed 21 Apr 2021.