KAS
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Kestra Advisory Services’s Invesco Municipal Trust VKQ Stock Holding History

Kestra Advisory Services’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 		– Sell
-11,592
Closed -$110K – 3376
2026
Q1 		$110K Buy
11,592
+86
+0.7% +$838 ﹤0.01% 3022
2025
Q4 		$111K Buy
11,506
+156
+1% +$1.51K ﹤0.01% 3345
2025
Q3 		$110K Buy
11,350
+160
+1% +$1.48K ﹤0.01% 2813
2025
Q2 		$102K Buy
+11,190
New +$104K ﹤0.01% 2735
2021
Q4 		– Sell
-15,289
Closed -$205K – 2193
2021
Q3 		$205K Buy
15,289
+3,368
+28% +$46.5K ﹤0.01% 1964
2021
Q2 		$164K Buy
11,921
+34
+0.3% +$459 ﹤0.01% 1904
2021
Q1 		$157K Sell
11,887
-25,115
-68% -$326K ﹤0.01% 1775
2020
Q4 		$471K Buy
37,002
+26,549
+254% +$330K 0.01% 1238
2020
Q3 		$126K Buy
+10,453
New +$128K ﹤0.01% 1351

Other funds holding VKQ

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kestra Advisory Services's VKQ Position: Q2 2026 in Review

Kestra Advisory Services sold out of Invesco Municipal Trust (VKQ) in Q2 2026, closing a stake of 11,592 shares — an estimated $110K sold.

Kestra Advisory Services first reported a position in VKQ in Q3 2020 and held it in 9 quarters. The position peaked at $471K in Q4 2020. 91 funds tracked by Wall St. Rank hold VKQ as of Q2 2026.

  • Kestra Advisory Services reported no remaining Invesco Municipal Trust position as of Q2 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 11,592 Invesco Municipal Trust shares in Q2 2026, an estimated $110K.
  • Kestra Advisory Services first reported a position in Invesco Municipal Trust in Q3 2020 and held it in 9 quarters.
  • Kestra Advisory Services's Invesco Municipal Trust position peaked at $471K in Q4 2020.
  • 91 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.