GVAG
KTF

Great Valley Advisor Group’s DWS Municipal Income Trust KTF Stock Holding History

Great Valley Advisor Group’s Portfolio KTF Stock Details KTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,000
Closed -$88.4K – 942
2025
Q2 		$88.4K Sell
10,000
-2,705
-21% -$24.3K ﹤0.01% 880
2025
Q1 		$119K Hold
12,705
– – ﹤0.01% 853
2024
Q4 		$120K Buy
+12,705
New +$126K ﹤0.01% 826

Other funds holding KTF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Great Valley Advisor Group's KTF Position: Q3 2025 in Review

Great Valley Advisor Group sold out of DWS Municipal Income Trust (KTF) in Q3 2025, closing a stake of 10,000 shares — an estimated $88.4K sold.

Great Valley Advisor Group first reported a position in KTF in Q4 2024 and held it in 3 quarters. The position peaked at $120K in Q4 2024. 65 funds tracked by Wall St. Rank hold KTF as of Q3 2025.

  • Great Valley Advisor Group reported no remaining DWS Municipal Income Trust position as of Q3 2025 after selling out during the quarter.
  • Great Valley Advisor Group sold 10,000 DWS Municipal Income Trust shares in Q3 2025, an estimated $88.4K.
  • Great Valley Advisor Group first reported a position in DWS Municipal Income Trust in Q4 2024 and held it in 3 quarters.
  • Great Valley Advisor Group's DWS Municipal Income Trust position peaked at $120K in Q4 2024.
  • 65 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q3 2025.

Based on Great Valley Advisor Group's 13F filing for Q3 2025, filed 14 Nov 2025.