Institute for Wealth Management’s Invesco Municipal Trust VKQ Stock Holding History

Institute for Wealth Management’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	$147K	Hold	15,400	–	–	0.02%	537
2025 Q4	$149K	Hold	15,400	–	–	0.02%	532
2025 Q3	$149K	Hold	15,400	–	–	0.02%	551
2025 Q2	$141K	Hold	15,400	–	–	0.02%	555
2025 Q1	$149K	Hold	15,400	–	–	0.02%	519
2024 Q4	$151K	Hold	15,400	–	–	0.02%	498
2024 Q3	$158K	Hold	15,400	–	–	0.02%	533
2024 Q2	$153K	Hold	15,400	–	–	0.02%	494
2024 Q1	$149K	Hold	15,400	–	–	0.02%	497
2023 Q4	$147K	Hold	15,400	–	–	0.02%	476
2023 Q3	$128K	Hold	15,400	–	–	0.02%	447
2023 Q2	$145K	Hold	15,400	–	–	0.02%	450
2023 Q1	$153K	Buy	+15,400	New	+$150K	0.03%	437

Other funds holding VKQ

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Institute for Wealth Management's VKQ Position: Q1 2026 in Review

Institute for Wealth Management held its Invesco Municipal Trust (VKQ) position steady in Q1 2026 at 15,400 shares worth $147K. The position accounts for 0.02% of the portfolio, ranked #537.

Institute for Wealth Management first reported a position in VKQ in Q1 2023 and has held it in 13 quarters since. The position peaked at $158K in Q3 2024. 92 funds tracked by Wall St. Rank hold VKQ as of Q1 2026.

Institute for Wealth Management held 15,400 shares of Invesco Municipal Trust worth $147K as of Q1 2026.
Institute for Wealth Management left its Invesco Municipal Trust share count unchanged in Q1 2026.
Invesco Municipal Trust made up 0.02% of Institute for Wealth Management's portfolio in Q1 2026, its #537 holding.
Institute for Wealth Management first reported a position in Invesco Municipal Trust in Q1 2023 and has held it in 13 quarters since.
Institute for Wealth Management's Invesco Municipal Trust position peaked at $158K in Q3 2024.
92 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.