IWC
KTF

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
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 $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Integrated Wealth Concepts's KTF Position: Q1 2026 in Review

Integrated Wealth Concepts increased its DWS Municipal Income Trust (KTF) stake by 2.4% in Q1 2026, buying an estimated $4.89K and bringing the position to 22,857 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #2093.

Integrated Wealth Concepts first reported a position in KTF in Q2 2025 and has held it in 4 quarters since. The position peaked at $256K in Q2 2025. 63 funds tracked by Wall St. Rank hold KTF as of Q1 2026.

  • Integrated Wealth Concepts held 22,857 shares of DWS Municipal Income Trust worth $208K as of Q1 2026.
  • Integrated Wealth Concepts bought 537 DWS Municipal Income Trust shares in Q1 2026, an estimated $4.89K.
  • DWS Municipal Income Trust made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #2093 holding.
  • Integrated Wealth Concepts first reported a position in DWS Municipal Income Trust in Q2 2025 and has held it in 4 quarters since.
  • Integrated Wealth Concepts's DWS Municipal Income Trust position peaked at $256K in Q2 2025.
  • 63 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.