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IBEX Wealth Advisors’s Invesco Municipal Trust VKQ Stock Holding History

IBEX Wealth 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 		$849K Sell
89,226
-1,424
-2% -$13.9K 0.08% 123
2025
Q4 		$875K Sell
90,650
-5,455
-6% -$52.7K 0.09% 107
2025
Q3 		$927K Sell
96,105
-844
-0.9% -$7.8K 0.09% 120
2025
Q2 		$887K Buy
96,949
+952
+1% +$8.81K 0.09% 115
2025
Q1 		$926K Buy
95,997
+6,868
+8% +$67.6K 0.12% 106
2024
Q4 		$874K Buy
+89,129
New +$893K 0.1% 119
2023
Q1 		– Sell
-66,747
Closed -$661K – 176
2022
Q4 		$661K Sell
66,747
-10,383
-13% -$96.8K 0.15% 105
2022
Q3 		$705K Buy
77,130
+342
+0.4% +$3.48K 0.18% 91
2022
Q2 		$780K Sell
76,788
-9,341
-11% -$97.1K 0.18% 99
2022
Q1 		$991K Sell
86,129
-15,280
-15% -$182K 0.19% 102
2021
Q4 		$1.36M Sell
101,409
-5,853
-5% -$78K 0.24% 105
2021
Q3 		$1.44M Sell
107,262
-21,235
-17% -$293K 0.28% 100
2021
Q2 		$1.76M Buy
128,497
+6,758
+6% +$91.2K 0.35% 90
2021
Q1 		$1.61M Sell
121,739
-5,954
-5% -$77.2K 0.4% 83
2020
Q4 		$1.64M Buy
127,693
+16,773
+15% +$208K 0.43% 78
2020
Q3 		$1.33M Sell
110,920
-9,215
-8% -$113K 0.39% 78
2020
Q2 		$1.41M Buy
120,135
+15,952
+15% +$184K 0.45% 75
2020
Q1 		$1.22M Buy
104,183
+33,556
+48% +$415K 0.47% 73
2019
Q4 		$873K Buy
70,627
+10,252
+17% +$127K 0.27% 84
2019
Q3 		$761K Buy
60,375
+2,182
+4% +$27.5K 0.25% 87
2019
Q2 		$716K Buy
58,193
+3,608
+7% +$43.7K 0.21% 109
2019
Q1 		$658K Buy
+54,585
New +$643K 0.23% 92
2017
Q4 		– Sell
-104,050
Closed -$1.32M – 140
2017
Q3 		$1.32M Sell
104,050
-812
-0.8% -$10.5K 0.49% 68
2017
Q2 		$1.35M Buy
+104,862
New +$1.33M 0.53% 69
2017
Q1 		– Sell
-97,922
Closed -$1.23M – 380
2016
Q4 		$1.23M Buy
+97,922
New +$1.23M 0.59% 58

Other funds holding VKQ

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

IBEX Wealth Advisors's VKQ Position: Q1 2026 in Review

IBEX Wealth Advisors reduced its Invesco Municipal Trust (VKQ) stake by 1.6% in Q1 2026, selling an estimated $13.9K and leaving 89,226 shares worth $849K. The position accounts for 0.08% of the portfolio, ranked #123.

IBEX Wealth Advisors first reported a position in VKQ in Q4 2016 and has held it in 25 quarters since. The position peaked at $1.76M in Q2 2021. 92 funds tracked by Wall St. Rank hold VKQ as of Q1 2026.

  • IBEX Wealth Advisors held 89,226 shares of Invesco Municipal Trust worth $849K as of Q1 2026.
  • IBEX Wealth Advisors sold 1,424 Invesco Municipal Trust shares in Q1 2026, an estimated $13.9K.
  • Invesco Municipal Trust made up 0.08% of IBEX Wealth Advisors's portfolio in Q1 2026, its #123 holding.
  • IBEX Wealth Advisors first reported a position in Invesco Municipal Trust in Q4 2016 and has held it in 25 quarters since.
  • IBEX Wealth Advisors's Invesco Municipal Trust position peaked at $1.76M in Q2 2021.
  • 92 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.