Jeff Yass’s Invesco Municipal Trust VKQ Stock Holding History

Jeff Yass’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	$139K	Buy	+13,882	New	+$135K	﹤0.01%	12261
2024 Q1	–	Sell	-16,252	Closed	-$155K	–	13431
2023 Q4	$155K	Buy	16,252 +2,296	+16%	+$20.2K	﹤0.01%	10951
2023 Q3	$116K	Buy	+13,956	New	+$128K	﹤0.01%	10791
2023 Q1	–	Sell	-13,263	Closed	-$131K	–	13560
2022 Q4	$131K	Buy	+13,263	New	+$124K	﹤0.01%	10664
2019 Q4	–	Sell	-11,825	Closed	-$149K	–	10725
2019 Q3	$149K	Buy	+11,825	New	+$149K	﹤0.01%	9331
2018 Q4	–	Sell	-33,523	Closed	-$387K	–	10048
2018 Q3	$387K	Buy	+33,523	New	+$395K	﹤0.01%	6983
2017 Q4	–	Sell	-15,527	Closed	-$198K	–	9957
2017 Q3	$198K	Buy	+15,527	New	+$200K	﹤0.01%	8029
2014 Q1	–	Sell	-11,686	Closed	-$135K	–	9485
2013 Q4	$135K	Buy	+11,686	New	+$134K	﹤0.01%	8519

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 $3.5B AUM 41.95% 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

Jeff Yass's VKQ Position: Q2 2026 in Review

Jeff Yass opened a new position in Invesco Municipal Trust (VKQ) in Q2 2026: 13,882 shares worth $139K. The stake represents ﹤0.01% of the portfolio and ranks #12261 among its holdings. This is a return to the name: Jeff Yass previously reported a position in VKQ as recently as Q4 2023.

Jeff Yass first reported a position in VKQ in Q4 2013 and has held it in 8 quarters since. The position peaked at $387K in Q3 2018. 91 funds tracked by Wall St. Rank hold VKQ as of Q2 2026.

Jeff Yass held 13,882 shares of Invesco Municipal Trust worth $139K as of Q2 2026.
Invesco Municipal Trust was a new Jeff Yass position in Q2 2026.
Invesco Municipal Trust made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #12261 holding.
Jeff Yass first reported a position in Invesco Municipal Trust in Q4 2013 and has held it in 8 quarters since.
Jeff Yass's Invesco Municipal Trust position peaked at $387K in Q3 2018.
91 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.