Jones Financial Companies
VKQ icon

Jones Financial Companies’s Invesco Municipal Trust VKQ Stock Holding History

Jones Financial Companies’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
2025
Q2 		– Sell
-1,285
Closed -$12.4K – 4168
2025
Q1 		$12.4K Buy
+1,285
New +$12.6K ﹤0.01% 2620
2024
Q4 		– Sell
-33,975
Closed -$348K – 3514
2024
Q3 		$348K Buy
+33,975
New +$343K ﹤0.01% 949
2023
Q3 		– Sell
-472
Closed -$4.45K – 719
2023
Q2 		$4.45K Buy
+472
New +$4.48K ﹤0.01% 496

Other funds holding VKQ

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Jones Financial Companies's VKQ Position: Q2 2025 in Review

Jones Financial Companies sold out of Invesco Municipal Trust (VKQ) in Q2 2025, closing a stake of 1,285 shares — an estimated $12.4K sold.

Jones Financial Companies first reported a position in VKQ in Q2 2023 and held it in 3 quarters. The position peaked at $348K in Q3 2024. 98 funds tracked by Wall St. Rank hold VKQ as of Q2 2025.

  • Jones Financial Companies reported no remaining Invesco Municipal Trust position as of Q2 2025 after selling out during the quarter.
  • Jones Financial Companies sold 1,285 Invesco Municipal Trust shares in Q2 2025, an estimated $12.4K.
  • Jones Financial Companies first reported a position in Invesco Municipal Trust in Q2 2023 and held it in 3 quarters.
  • Jones Financial Companies's Invesco Municipal Trust position peaked at $348K in Q3 2024.
  • 98 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q2 2025.

Based on Jones Financial Companies's 13F filing for Q2 2025, filed 13 Aug 2025.