HighTower Advisors’s Invesco Municipal Trust VKQ Stock Holding History

HighTower 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
2026 Q1	$122K	Buy	12,793 +1,051	+9%	+$10.2K	﹤0.01%	3599
2025 Q4	$113K	Buy	11,742 +90	+0.8%	+$869	﹤0.01%	3485
2025 Q3	$112K	Buy	11,652 +25	+0.2%	+$231	﹤0.01%	3520
2025 Q2	$106K	Buy	11,627 +1,627	+16%	+$15.1K	﹤0.01%	3454
2025 Q1	$96.5K	Sell	10,000 -5,000	-33%	-$49.2K	﹤0.01%	3368
2024 Q4	$147K	Sell	15,000 -26,222	-64%	-$263K	﹤0.01%	3283
2024 Q3	$429K	Buy	+41,222	New	+$416K	﹤0.01%	2521
2024 Q1	–	Sell	-10,200	Closed	-$98K	–	4037
2023 Q4	$98K	Buy	+10,200	New	+$89.9K	﹤0.01%	3205
2023 Q3	–	Sell	-16,676	Closed	-$157K	–	3766
2023 Q2	$157K	Sell	16,676 -23,838	-59%	-$226K	﹤0.01%	2953
2023 Q1	$402K	Sell	40,514 -68,782	-63%	-$672K	﹤0.01%	2253
2022 Q4	$1.08M	Buy	109,296 +67,825	+164%	+$632K	﹤0.01%	1631
2022 Q3	$379K	Buy	41,471 +30,876	+291%	+$314K	﹤0.01%	2202
2022 Q2	$107K	Hold	10,595	–	–	﹤0.01%	2776
2022 Q1	$122K	Buy	10,595 +500	+5%	+$5.97K	﹤0.01%	2953
2021 Q4	$136K	Sell	10,095 -9,196	-48%	-$123K	﹤0.01%	2869
2021 Q3	$259K	Buy	19,291 +196	+1%	+$2.71K	﹤0.01%	2522
2021 Q2	$263K	Sell	19,095 -873	-4%	-$11.8K	﹤0.01%	2470
2021 Q1	$265K	Hold	19,968	–	–	﹤0.01%	2387
2020 Q4	$255K	Hold	19,968	–	–	﹤0.01%	2043
2020 Q3	$239K	Buy	19,968 +500	+3%	+$6.14K	﹤0.01%	1970
2020 Q2	$229K	Hold	19,468	–	–	﹤0.01%	1905
2020 Q1	$228K	Buy	19,468 +1,000	+5%	+$12.4K	﹤0.01%	1721
2019 Q4	$228K	Hold	18,468	–	–	﹤0.01%	1886
2019 Q3	$233K	Sell	18,468 -210,016	-92%	-$2.65M	﹤0.01%	1966
2019 Q2	$2.83M	Buy	228,484 +1,385	+0.6%	+$16.8K	0.02%	775
2019 Q1	$2.74M	Buy	227,099 +154	+0.1%	+$1.81K	0.02%	730
2018 Q4	$2.53M	Buy	226,945 +205,350	+951%	+$2.28M	0.02%	675
2018 Q3	$249K	Sell	21,595 -2,500	-10%	-$29.4K	﹤0.01%	1824
2018 Q2	$285K	Hold	24,095	–	–	﹤0.01%	1715
2018 Q1	$282K	Sell	24,095 -3,853	-14%	-$46.2K	﹤0.01%	1704
2017 Q4	$349K	Sell	27,948 -3,632	-12%	-$45.4K	﹤0.01%	1630
2017 Q3	$403K	Buy	31,580 +5,582	+21%	+$72K	﹤0.01%	1548
2017 Q2	$332K	Buy	25,998 +12,295	+90%	+$156K	﹤0.01%	1564
2017 Q1	$172K	Buy	13,703 +353	+3%	+$4.41K	﹤0.01%	1798
2016 Q4	$164K	Hold	13,350	–	–	﹤0.01%	1715
2016 Q3	$183K	Sell	13,350 -4,904	-27%	-$68.3K	﹤0.01%	1666
2016 Q2	$261K	Hold	18,254	–	–	﹤0.01%	1379
2016 Q1	$243K	Sell	18,254 -1,600	-8%	-$20.8K	﹤0.01%	1717
2015 Q4	$253K	Sell	19,854 -10,100	-34%	-$127K	﹤0.01%	1650
2015 Q3	$367K	Sell	29,954 -484	-2%	-$5.86K	﹤0.01%	1359
2015 Q2	$366K	Buy	30,438 +14,684	+93%	+$182K	0.01%	1121
2015 Q1	$201K	Sell	15,754 -12,700	-45%	-$163K	﹤0.01%	1441
2014 Q4	$360K	Buy	28,454 +3,000	+12%	+$37.8K	0.01%	1160
2014 Q3	$319K	Buy	25,454 +1,050	+4%	+$13K	0.01%	1185
2014 Q2	$306K	Sell	24,404 -2,400	-9%	-$29.6K	0.01%	1241
2014 Q1	$324K	Hold	26,804	–	–	0.01%	1137
2013 Q4	$311K	Buy	26,804 +3,770	+16%	+$43.2K	0.01%	1148
2013 Q3	$269K	Buy	23,034 +3,800	+20%	+$44K	0.01%	1064
2013 Q2	$243K	Buy	+19,234	New	+$263K	0.01%	1066

Other funds holding VKQ

RCM

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

Morgan Stanley New York $1.66T AUM 25.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SIA

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

HighTower Advisors's VKQ Position: Q1 2026 in Review

HighTower Advisors increased its Invesco Municipal Trust (VKQ) stake by 9% in Q1 2026, buying an estimated $10.2K and bringing the position to 12,793 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #3599.

HighTower Advisors first reported a position in VKQ in Q2 2013 and has held it in 49 quarters since. The position peaked at $2.83M in Q2 2019. 92 funds tracked by Wall St. Rank hold VKQ as of Q1 2026.

HighTower Advisors held 12,793 shares of Invesco Municipal Trust worth $122K as of Q1 2026.
HighTower Advisors bought 1,051 Invesco Municipal Trust shares in Q1 2026, an estimated $10.2K.
Invesco Municipal Trust made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #3599 holding.
HighTower Advisors first reported a position in Invesco Municipal Trust in Q2 2013 and has held it in 49 quarters since.
HighTower Advisors's Invesco Municipal Trust position peaked at $2.83M in Q2 2019.
92 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.