Lido Advisors
VKQ icon

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
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 $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Lido Advisors's VKQ Position: Q1 2026 in Review

Lido Advisors held its Invesco Municipal Trust (VKQ) position steady in Q1 2026 at 14,575 shares worth $139K. The position accounts for ﹤0.01% of the portfolio, ranked #1823.

Lido Advisors first reported a position in VKQ in Q2 2024 and has held it in 7 quarters since. The position peaked at $205K in Q3 2024. 92 funds tracked by Wall St. Rank hold VKQ as of Q1 2026.

  • Lido Advisors held 14,575 shares of Invesco Municipal Trust worth $139K as of Q1 2026.
  • Lido Advisors left its Invesco Municipal Trust share count unchanged in Q1 2026.
  • Invesco Municipal Trust made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1823 holding.
  • Lido Advisors first reported a position in Invesco Municipal Trust in Q2 2024 and has held it in 7 quarters since.
  • Lido Advisors's Invesco Municipal Trust position peaked at $205K in Q3 2024.
  • 92 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.