Integrated Wealth Concepts’s DWS Municipal Income Trust KTF Stock Holding History

Integrated Wealth Concepts’s Portfolio KTF Stock Details KTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$215K	Buy	23,316 +459	+2%	+$4.18K	﹤0.01%	2193
2026 Q1	$208K	Buy	22,857 +537	+2%	+$4.89K	﹤0.01%	2093
2025 Q4	$203K	Sell	22,320 -4,518	-17%	-$41.4K	﹤0.01%	1521
2025 Q3	$246K	Sell	26,838 -2,144	-7%	-$18.9K	﹤0.01%	1747
2025 Q2	$256K	Buy	+28,982	New	+$260K	﹤0.01%	1634

Other funds holding KTF

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

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

Integrated Wealth Concepts's KTF Position: Q2 2026 in Review

Integrated Wealth Concepts increased its DWS Municipal Income Trust (KTF) stake by 2% in Q2 2026, buying an estimated $4.18K and bringing the position to 23,316 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #2193.

Integrated Wealth Concepts first reported a position in KTF in Q2 2025 and has held it in 5 quarters since. The position peaked at $256K in Q2 2025. 71 funds tracked by Wall St. Rank hold KTF as of Q2 2026.

Integrated Wealth Concepts held 23,316 shares of DWS Municipal Income Trust worth $215K as of Q2 2026.
Integrated Wealth Concepts bought 459 DWS Municipal Income Trust shares in Q2 2026, an estimated $4.18K.
DWS Municipal Income Trust made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2193 holding.
Integrated Wealth Concepts first reported a position in DWS Municipal Income Trust in Q2 2025 and has held it in 5 quarters since.
Integrated Wealth Concepts's DWS Municipal Income Trust position peaked at $256K in Q2 2025.
71 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.