KAS
KTF

Kestra Advisory Services’s DWS Municipal Income Trust KTF Stock Holding History

Kestra Advisory Services’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 		$283K Buy
31,079
+28,304
+1,020% +$258K ﹤0.01% 2686
2025
Q4 		$25.2K Buy
+2,775
New +$25.5K ﹤0.01% 4386
2021
Q4 		– Sell
-81,239
Closed -$967K – 2111
2021
Q3 		$967K Buy
81,239
+28,204
+53% +$346K 0.01% 1040
2021
Q2 		$649K Buy
53,035
+306
+0.6% +$3.66K 0.01% 1150
2021
Q1 		$614K Sell
52,729
-115,417
-69% -$1.33M 0.01% 1098
2020
Q4 		$1.93M Buy
168,146
+104,380
+164% +$1.17M 0.02% 607
2020
Q3 		$707K Buy
+63,766
New +$714K 0.01% 735

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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return