Kovitz Investment Group Partners’s DWS Municipal Income Trust KTF Stock Holding History

Kovitz Investment Group Partners’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
2025 Q4	–	Sell	-329,551	Closed	-$3.02M	–	935
2025 Q3	$3.02M	Sell	329,551 -4,077	-1%	-$35.9K	0.01%	554
2025 Q2	$2.95M	Buy	333,628 +41,965	+14%	+$377K	0.01%	545
2025 Q1	$2.74M	Sell	291,663 -1,158	-0.4%	-$11K	0.01%	521
2024 Q4	$2.77M	Buy	292,821 +132,813	+83%	+$1.31M	0.01%	516
2024 Q3	$1.6M	Buy	+160,008	New	+$1.56M	0.01%	532

Other funds holding KTF

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

MMHP

Murphy Middleton Hinkle & Parker Thomasville, Georgia $246M AUM 23.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kovitz Investment Group Partners's KTF Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of DWS Municipal Income Trust (KTF) in Q4 2025, closing a stake of 329,551 shares — an estimated $3.02M sold.

Kovitz Investment Group Partners first reported a position in KTF in Q3 2024 and held it in 5 quarters. The position peaked at $3.02M in Q3 2025. 71 funds tracked by Wall St. Rank hold KTF as of Q4 2025.

Kovitz Investment Group Partners reported no remaining DWS Municipal Income Trust position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 329,551 DWS Municipal Income Trust shares in Q4 2025, an estimated $3.02M.
Kovitz Investment Group Partners first reported a position in DWS Municipal Income Trust in Q3 2024 and held it in 5 quarters.
Kovitz Investment Group Partners's DWS Municipal Income Trust position peaked at $3.02M in Q3 2025.
71 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.