KIM
VKQ icon

Karpus Investment Management’s Invesco Municipal Trust VKQ Stock Holding History

Karpus Investment Management’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
Q4 		– Sell
-494,668
Closed -$4.77M – 230
2025
Q3 		$4.77M Sell
494,668
-1,690,548
-77% -$15.6M 0.15% 110
2025
Q2 		$20M Sell
2,185,216
-34,499
-2% -$319K 0.64% 42
2025
Q1 		$21.4M Sell
2,219,715
-305,677
-12% -$3.01M 0.69% 40
2024
Q4 		$24.8M Buy
2,525,392
+347,483
+16% +$3.48M 0.73% 36
2024
Q3 		$22.3M Sell
2,177,909
-526,793
-19% -$5.32M 0.62% 42
2024
Q2 		$26.9M Buy
2,704,702
+750
+0% +$7.21K 0.76% 32
2024
Q1 		$26.2M Buy
2,703,952
+628,699
+30% +$5.99M 0.76% 30
2023
Q4 		$19.8M Sell
2,075,253
-844,911
-29% -$7.45M 0.6% 37
2023
Q3 		$24.4M Sell
2,920,164
-83,653
-3% -$768K 0.82% 30
2023
Q2 		$28.3M Sell
3,003,817
-14,457
-0.5% -$137K 0.89% 27
2023
Q1 		$29.9M Sell
3,018,274
-21,158
-0.7% -$207K 0.94% 25
2022
Q4 		$30.1M Buy
3,039,432
+2,390,153
+368% +$22.3M 1.02% 16
2022
Q3 		$5.93M Sell
649,279
-282,972
-30% -$2.88M 0.21% 112
2022
Q2 		$9.47M Buy
932,251
+708,208
+316% +$7.36M 0.32% 68
2022
Q1 		$2.58M Buy
+224,043
New +$2.68M 0.08% 207
2020
Q3 		– Sell
-124,233
Closed -$1.46M – 225
2020
Q2 		$1.46M Sell
124,233
-443,510
-78% -$5.12M 0.06% 135
2020
Q1 		$6.64M Buy
+567,743
New +$7.02M 0.25% 84
2019
Q2 		– Sell
-100,316
Closed -$1.21M – 209
2019
Q1 		$1.21M Sell
100,316
-632,683
-86% -$7.46M 0.04% 147
2018
Q4 		$8.17M Buy
732,999
+702,999
+2,343% +$7.81M 0.34% 63
2018
Q3 		$346K Sell
30,000
-173,588
-85% -$2.04M 0.01% 165
2018
Q2 		$2.39M Buy
203,588
+53,225
+35% +$626K 0.1% 95
2018
Q1 		$1.76M Buy
150,363
+106,917
+246% +$1.28M 0.08% 100
2017
Q4 		$543K Buy
+43,446
New +$543K 0.03% 120
2017
Q2 		– Sell
-197,580
Closed -$2.48M – 168
2017
Q1 		$2.48M Sell
197,580
-25,687
-12% -$321K 0.13% 92
2016
Q4 		$2.74M Buy
223,267
+181,167
+430% +$2.28M 0.16% 99
2016
Q3 		$581K Sell
42,100
-194,201
-82% -$2.7M 0.03% 134
2016
Q2 		$3.36M Sell
236,301
-1,313,286
-85% -$17.9M 0.17% 92
2016
Q1 		$20.6M Sell
1,549,587
-1,561,262
-50% -$20.3M 0.94% 35
2015
Q4 		$39.7M Sell
3,110,849
-46,336
-1% -$581K 1.78% 11
2015
Q3 		$38.8M Buy
3,157,185
+333,533
+12% +$4.04M 1.8% 10
2015
Q2 		$33.9M Buy
2,823,652
+180,225
+7% +$2.23M 1.59% 12
2015
Q1 		$33.8M Buy
2,643,427
+71,346
+3% +$917K 1.58% 14
2014
Q4 		$32.6M Buy
2,572,081
+106,553
+4% +$1.34M 1.54% 13
2014
Q3 		$30.9M Buy
2,465,528
+25,306
+1% +$313K 1.5% 17
2014
Q2 		$30.6M Buy
2,440,222
+255,042
+12% +$3.15M 1.47% 18
2014
Q1 		$26.4M Sell
2,185,180
-37,452
-2% -$451K 1.37% 18
2013
Q4 		$25.8M Buy
2,222,632
+2,041,348
+1,126% +$23.4M 1.43% 16
2013
Q3 		$2.12M Buy
+181,284
New +$2.1M 0.14% 105

Other funds holding VKQ

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Karpus Investment Management's VKQ Position: Q4 2025 in Review

Karpus Investment Management sold out of Invesco Municipal Trust (VKQ) in Q4 2025, closing a stake of 494,668 shares — an estimated $4.77M sold.

Karpus Investment Management first reported a position in VKQ in Q3 2013 and held it in 38 quarters. The position peaked at $39.7M in Q4 2015. 89 funds tracked by Wall St. Rank hold VKQ as of Q4 2025.

  • Karpus Investment Management reported no remaining Invesco Municipal Trust position as of Q4 2025 after selling out during the quarter.
  • Karpus Investment Management sold 494,668 Invesco Municipal Trust shares in Q4 2025, an estimated $4.77M.
  • Karpus Investment Management first reported a position in Invesco Municipal Trust in Q3 2013 and held it in 38 quarters.
  • Karpus Investment Management's Invesco Municipal Trust position peaked at $39.7M in Q4 2015.
  • 89 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q4 2025.

Based on Karpus Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.