KWA
KTF

Kingswood Wealth Advisors’s DWS Municipal Income Trust KTF Stock Holding History

Kingswood Wealth Advisors’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
2024
Q4 		– Sell
-50,952
Closed -$508K – 858
2024
Q3 		$508K Buy
50,952
+26,050
+105% +$254K 0.04% 445
2024
Q2 		$236K Buy
+24,902
New +$235K 0.02% 589

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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Kingswood Wealth Advisors's KTF Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of DWS Municipal Income Trust (KTF) in Q4 2024, closing a stake of 50,952 shares — an estimated $508K sold.

Kingswood Wealth Advisors first reported a position in KTF in Q2 2024 and held it in 2 quarters. The position peaked at $508K in Q3 2024. 75 funds tracked by Wall St. Rank hold KTF as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining DWS Municipal Income Trust position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 50,952 DWS Municipal Income Trust shares in Q4 2024, an estimated $508K.
  • Kingswood Wealth Advisors first reported a position in DWS Municipal Income Trust in Q2 2024 and held it in 2 quarters.
  • Kingswood Wealth Advisors's DWS Municipal Income Trust position peaked at $508K in Q3 2024.
  • 75 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.