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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
Q2 		– Sell
-42,550
Closed -$405K – 1615
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 $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Independent Advisor Alliance's VKQ Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Invesco Municipal Trust (VKQ) in Q2 2026, closing a stake of 42,550 shares — an estimated $405K sold.

Independent Advisor Alliance first reported a position in VKQ in Q4 2019 and held it in 3 quarters. The position peaked at $762K in Q4 2024. 91 funds tracked by Wall St. Rank hold VKQ as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Invesco Municipal Trust position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 42,550 Invesco Municipal Trust shares in Q2 2026, an estimated $405K.
  • Independent Advisor Alliance first reported a position in Invesco Municipal Trust in Q4 2019 and held it in 3 quarters.
  • Independent Advisor Alliance's Invesco Municipal Trust position peaked at $762K in Q4 2024.
  • 91 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.