Lido Advisors’s Invesco Municipal Trust VKQ Stock Holding History

Lido 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
2026 Q2	$146K	Hold	14,575	–	–	﹤0.01%	2003
2026 Q1	$139K	Hold	14,575	–	–	﹤0.01%	1823
2025 Q4	$141K	Hold	14,575	–	–	﹤0.01%	1816
2025 Q3	$141K	Buy	+14,575	New	+$135K	﹤0.01%	1728
2025 Q2	–	Sell	-15,975	Closed	-$154K	–	1763
2025 Q1	$154K	Sell	15,975 -4,000	-20%	-$39.4K	﹤0.01%	1413
2024 Q4	$196K	Hold	19,975	–	–	﹤0.01%	1390
2024 Q3	$205K	Buy	19,975 +7,089	+55%	+$71.6K	﹤0.01%	1333
2024 Q2	$128K	Buy	+12,886	New	+$124K	﹤0.01%	1329

Other funds holding VKQ

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Lido Advisors's VKQ Position: Q2 2026 in Review

Lido Advisors held its Invesco Municipal Trust (VKQ) position steady in Q2 2026 at 14,575 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #2003.

Lido Advisors first reported a position in VKQ in Q2 2024 and has held it in 8 quarters since. The position peaked at $205K in Q3 2024. 91 funds tracked by Wall St. Rank hold VKQ as of Q2 2026.

Lido Advisors held 14,575 shares of Invesco Municipal Trust worth $146K as of Q2 2026.
Lido Advisors left its Invesco Municipal Trust share count unchanged in Q2 2026.
Invesco Municipal Trust made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #2003 holding.
Lido Advisors first reported a position in Invesco Municipal Trust in Q2 2024 and has held it in 8 quarters since.
Lido Advisors's Invesco Municipal Trust position peaked at $205K in Q3 2024.
91 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.