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 Q2	$155K	Hold	15,400	–	–	0.01%	579
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 $2.1B AUM 2.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Institute for Wealth Management's VKQ Position: Q2 2026 in Review

Institute for Wealth Management held its Invesco Municipal Trust (VKQ) position steady in Q2 2026 at 15,400 shares worth $155K. The position accounts for 0.01% of the portfolio, ranked #579.

Institute for Wealth Management first reported a position in VKQ in Q1 2023 and has held it in 14 quarters since. The position peaked at $158K in Q3 2024. 91 funds tracked by Wall St. Rank hold VKQ as of Q2 2026.

Institute for Wealth Management held 15,400 shares of Invesco Municipal Trust worth $155K as of Q2 2026.
Institute for Wealth Management left its Invesco Municipal Trust share count unchanged in Q2 2026.
Invesco Municipal Trust made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #579 holding.
Institute for Wealth Management first reported a position in Invesco Municipal Trust in Q1 2023 and has held it in 14 quarters since.
Institute for Wealth Management's Invesco Municipal Trust position peaked at $158K in Q3 2024.
91 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.