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Independent Advisor Alliance’s Invesco Municipal Trust VKQ Stock Holding History

Independent Advisor Alliance’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 		$405K Buy
+42,550
New +$415K ﹤0.01% 1199
2025
Q1 		– Sell
-77,702
Closed -$762K – 1348
2024
Q4 		$762K Buy
+77,702
New +$779K 0.01% 805
2020
Q1 		– Sell
-27,977
Closed -$346K – 848
2019
Q4 		$346K Buy
+27,977
New +$346K 0.02% 643

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

Independent Advisor Alliance's VKQ Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Invesco Municipal Trust (VKQ) in Q1 2026: 42,550 shares worth $405K. The stake represents ﹤0.01% of the portfolio and ranks #1199 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in VKQ as recently as Q4 2024.

Independent Advisor Alliance first reported a position in VKQ in Q4 2019 and has held it in 3 quarters since. The position peaked at $762K in Q4 2024. 92 funds tracked by Wall St. Rank hold VKQ as of Q1 2026.

  • Independent Advisor Alliance held 42,550 shares of Invesco Municipal Trust worth $405K as of Q1 2026.
  • Invesco Municipal Trust was a new Independent Advisor Alliance position in Q1 2026.
  • Invesco Municipal Trust made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1199 holding.
  • Independent Advisor Alliance first reported a position in Invesco Municipal Trust in Q4 2019 and has held it in 3 quarters since.
  • Independent Advisor Alliance's Invesco Municipal Trust position peaked at $762K in Q4 2024.
  • 92 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.