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Kingswood Wealth Advisors’s Invesco Municipal Trust VKQ Stock Holding History

Kingswood Wealth Advisors’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
Q1 		– Sell
-19,700
Closed -$193K – 829
2024
Q4 		$193K Buy
+19,700
New +$197K 0.01% 741

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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Kingswood Wealth Advisors's VKQ Position: Q1 2025 in Review

Kingswood Wealth Advisors sold out of Invesco Municipal Trust (VKQ) in Q1 2025, closing a stake of 19,700 shares — an estimated $193K sold.

Kingswood Wealth Advisors first reported a position in VKQ in Q4 2024 and held it in 1 quarter. The position peaked at $193K in Q4 2024. 98 funds tracked by Wall St. Rank hold VKQ as of Q1 2025.

  • Kingswood Wealth Advisors reported no remaining Invesco Municipal Trust position as of Q1 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 19,700 Invesco Municipal Trust shares in Q1 2025, an estimated $193K.
  • Kingswood Wealth Advisors first reported a position in Invesco Municipal Trust in Q4 2024 and held it in 1 quarter.
  • Kingswood Wealth Advisors's Invesco Municipal Trust position peaked at $193K in Q4 2024.
  • 98 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q1 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.