JWA
VKQ icon

JFS Wealth Advisors’s Invesco Municipal Trust VKQ Stock Holding History

JFS Wealth Advisors’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 		$1.46M Buy
145,451
+185
+0.1% +$1.8K 0.07% 134
2026
Q1 		$1.38M Buy
145,266
+183
+0.1% +$1.78K 0.08% 135
2025
Q4 		$1.4M Buy
145,083
+181
+0.1% +$1.75K 0.08% 136
2025
Q3 		$1.4M Buy
144,902
+186
+0.1% +$1.72K 0.08% 135
2025
Q2 		$1.32M Buy
144,716
+182
+0.1% +$1.69K 0.08% 132
2025
Q1 		$1.39M Buy
144,534
+167
+0.1% +$1.64K 0.09% 119
2024
Q4 		$1.42M Buy
144,367
+161
+0.1% +$1.61K 0.1% 115
2024
Q3 		$1.48M Buy
144,206
+135,842
+1,624% +$1.37M 0.1% 116
2024
Q2 		$83.3K Buy
8,364
+120
+1% +$1.15K 0.01% 342
2024
Q1 		$80K Buy
8,244
+126
+2% +$1.2K 0.01% 357
2023
Q4 		$77.4K Sell
8,118
-244,153
-97% -$2.15M 0.01% 346
2023
Q3 		$2.1M Sell
252,271
-1,692
-0.7% -$15.5K 0.2% 75
2023
Q2 		$2.39M Buy
253,963
+112
+0% +$1.06K 0.22% 67
2023
Q1 		$2.52M Buy
253,851
+114
+0% +$1.11K 0.24% 65
2022
Q4 		$2.51M Buy
253,737
+130
+0.1% +$1.21K 0.25% 64
2022
Q3 		$2.32M Buy
253,607
+244,375
+2,647% +$2.48M 0.25% 66
2022
Q2 		$94K Sell
9,232
-325,928
-97% -$3.39M 0.01% 290
2022
Q1 		$3.86M Buy
335,160
+2,205
+0.7% +$26.3K 0.36% 51
2021
Q4 		$4.47M Buy
332,955
+2,089
+0.6% +$27.8K 0.42% 48
2021
Q3 		$4.43M Buy
330,866
+2,011
+0.6% +$27.8K 0.46% 44
2021
Q2 		$4.51M Buy
328,855
+2,433
+0.7% +$32.8K 0.67% 31
2021
Q1 		$4.31M Buy
326,422
+36,536
+13% +$474K 0.88% 29
2020
Q4 		$3.72M Buy
289,886
+1,691
+0.6% +$21K 0.78% 33
2020
Q3 		$3.46M Buy
288,195
+36,593
+15% +$449K 0.82% 33
2020
Q2 		$2.96M Buy
251,602
+38,560
+18% +$445K 0.77% 32
2020
Q1 		$2.49M Buy
213,042
+688
+0.3% +$8.51K 0.75% 34
2019
Q4 		$2.63M Buy
212,354
+708
+0.3% +$8.75K 0.65% 39
2019
Q3 		$2.67M Buy
211,646
+712
+0.3% +$8.98K 0.68% 37
2019
Q2 		$2.6M Buy
210,934
+2,040
+1% +$24.7K 0.66% 37
2019
Q1 		$2.52M Buy
208,894
+2,801
+1% +$33K 0.66% 38
2018
Q4 		$2.3M Buy
206,093
+2,866
+1% +$31.8K 0.62% 40
2018
Q3 		$2.35M Buy
203,227
+3,834
+2% +$45.2K 0.6% 37
2018
Q2 		$2.36M Buy
199,393
+2,836
+1% +$33.3K 0.62% 36
2018
Q1 		$2.3M Buy
196,557
+2,453
+1% +$29.4K 0.61% 39
2017
Q4 		$2.43M Buy
194,104
+2,733
+1% +$34.1K 0.59% 40
2017
Q3 		$2.44M Buy
191,371
+2,903
+2% +$37.4K 0.63% 38
2017
Q2 		$2.42M Buy
188,468
+2,512
+1% +$31.9K 0.66% 39
2017
Q1 		$2.28M Hold
185,956
– – 0.62% 45
2016
Q4 		$2.28M Buy
185,956
+46,091
+33% +$581K 0.62% 45
2016
Q3 		$1.93M Buy
139,865
+3,533
+3% +$49.2K 0.55% 50
2016
Q2 		$1.94M Buy
136,332
+1,351
+1% +$18.4K 0.54% 43
2016
Q1 		$1.8M Buy
134,981
+2,049
+2% +$26.7K 0.53% 46
2015
Q4 		$1.7M Buy
132,932
+2,093
+2% +$26.2K 0.49% 49
2015
Q3 		$1.61M Buy
130,839
+2,842
+2% +$34.4K 0.71% 40
2015
Q2 		$1.54M Buy
127,997
+5,835
+5% +$72.2K 0.79% 31
2015
Q1 		$1.56M Buy
122,162
+62,162
+104% +$799K 0.73% 31
2014
Q4 		$760K Buy
+60,000
New +$757K 0.12% 45

Other funds holding VKQ

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MPCA
Madison Park Capital Advisors Seattle, Washington $140M AUM 16.26% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

JFS Wealth Advisors's VKQ Position: Q2 2026 in Review

JFS Wealth Advisors increased its Invesco Municipal Trust (VKQ) stake by 0.13% in Q2 2026, buying an estimated $1.8K and bringing the position to 145,451 shares worth $1.46M. The position accounts for 0.07% of the portfolio, ranked #134.

JFS Wealth Advisors first reported a position in VKQ in Q4 2014 and has held it in 47 quarters since. The position peaked at $4.51M in Q2 2021. 10 funds tracked by Wall St. Rank hold VKQ as of Q2 2026.

  • JFS Wealth Advisors held 145,451 shares of Invesco Municipal Trust worth $1.46M as of Q2 2026.
  • JFS Wealth Advisors bought 185 Invesco Municipal Trust shares in Q2 2026, an estimated $1.8K.
  • Invesco Municipal Trust made up 0.07% of JFS Wealth Advisors's portfolio in Q2 2026, its #134 holding.
  • JFS Wealth Advisors first reported a position in Invesco Municipal Trust in Q4 2014 and has held it in 47 quarters since.
  • JFS Wealth Advisors's Invesco Municipal Trust position peaked at $4.51M in Q2 2021.
  • 10 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.