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Independent Financial Group’s Invesco Municipal Trust VKQ Stock Holding History

Independent Financial Group’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
2022
Q4 		– Sell
-11,497
Closed -$105K – 822
2022
Q3 		$105K Sell
11,497
-4,448
-28% -$45.2K 0.01% 709
2022
Q2 		$162K Buy
+15,945
New +$166K 0.02% 656
2021
Q1 		– Sell
-11,486
Closed -$147K – 677
2020
Q4 		$147K Buy
+11,486
New +$143K 0.02% 534

Other funds holding VKQ

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Independent Financial Group's VKQ Position: Q4 2022 in Review

Independent Financial Group sold out of Invesco Municipal Trust (VKQ) in Q4 2022, closing a stake of 11,497 shares — an estimated $105K sold.

Independent Financial Group first reported a position in VKQ in Q4 2020 and held it in 3 quarters. The position peaked at $162K in Q2 2022. 92 funds tracked by Wall St. Rank hold VKQ as of Q4 2022.

  • Independent Financial Group reported no remaining Invesco Municipal Trust position as of Q4 2022 after selling out during the quarter.
  • Independent Financial Group sold 11,497 Invesco Municipal Trust shares in Q4 2022, an estimated $105K.
  • Independent Financial Group first reported a position in Invesco Municipal Trust in Q4 2020 and held it in 3 quarters.
  • Independent Financial Group's Invesco Municipal Trust position peaked at $162K in Q2 2022.
  • 92 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q4 2022.

Based on Independent Financial Group's 13F filing for Q4 2022, filed 15 Jun 2026.