IA
VKQ icon

IFP Advisors’s Invesco Municipal Trust VKQ Stock Holding History

IFP 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 		$5.58K Buy
586
+111
+23% +$1.08K ﹤0.01% 3452
2025
Q4 		$4.58K Sell
475
-325
-41% -$3.14K ﹤0.01% 3458
2025
Q3 		$7.72K Buy
+800
New +$7.39K ﹤0.01% 3037
2022
Q4 		– Sell
-1,102
Closed -$13K – 4858
2022
Q3 		$13K Hold
1,102
– – ﹤0.01% 3482
2022
Q2 		$13K Hold
1,102
– – ﹤0.01% 3223
2022
Q1 		$13K Buy
+1,102
New +$13.2K ﹤0.01% 3223
2019
Q1 		– Sell
-174
Closed -$2K – 3428
2018
Q4 		$2K Hold
174
– – ﹤0.01% 3200
2018
Q3 		$2K Sell
174
-12,951
-99% -$153K ﹤0.01% 3588
2018
Q2 		$155K Buy
13,125
+451
+4% +$5.3K 0.01% 1223
2018
Q1 		$158K Hold
12,674
– – 0.01% 1106
2017
Q4 		$158K Buy
12,674
+900
+8% +$11.2K 0.01% 1112
2017
Q3 		$150K Buy
11,774
+1,538
+15% +$19.8K 0.01% 1325
2017
Q2 		$131K Hold
10,236
– – 0.01% 1384
2017
Q1 		$128K Hold
10,236
– – 0.01% 1359
2016
Q4 		$125K Sell
10,236
-3,169
-24% -$39.9K 0.01% 1314
2016
Q3 		$185K Buy
13,405
+350
+3% +$4.87K 0.01% 1036
2016
Q2 		$186K Buy
+13,055
New +$178K 0.01% 1003
2016
Q1 		– Sell
-6,982
Closed -$89K – 3434
2015
Q4 		$89K Buy
+6,982
New +$87.5K 0.01% 1246

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

IFP Advisors's VKQ Position: Q1 2026 in Review

IFP Advisors increased its Invesco Municipal Trust (VKQ) stake by 23% in Q1 2026, buying an estimated $1.08K and bringing the position to 586 shares worth $5.58K. The position accounts for ﹤0.01% of the portfolio, ranked #3452.

IFP Advisors first reported a position in VKQ in Q4 2015 and has held it in 18 quarters since. The position peaked at $186K in Q2 2016. 92 funds tracked by Wall St. Rank hold VKQ as of Q1 2026.

  • IFP Advisors held 586 shares of Invesco Municipal Trust worth $5.58K as of Q1 2026.
  • IFP Advisors bought 111 Invesco Municipal Trust shares in Q1 2026, an estimated $1.08K.
  • Invesco Municipal Trust made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #3452 holding.
  • IFP Advisors first reported a position in Invesco Municipal Trust in Q4 2015 and has held it in 18 quarters since.
  • IFP Advisors's Invesco Municipal Trust position peaked at $186K in Q2 2016.
  • 92 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.