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Livelsberger Financial Advisory’s Invesco Municipal Trust VKQ Stock Holding History

Livelsberger Financial Advisory’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
Q3 		– Sell
-553
Closed -$5.06K – 77
2025
Q2 		$5.06K Buy
+553
New +$5.12K 0.1% 59
2024
Q4 		– Sell
-553
Closed -$5.67K – 72
2024
Q3 		$5.67K Buy
+553
New +$5.59K 0.12% 54
2024
Q1 		– Sell
-553
Closed -$5.27K – 190
2023
Q4 		$5.27K Buy
+553
New +$4.88K ﹤0.01% 347

Other funds holding VKQ

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Livelsberger Financial Advisory's VKQ Position: Q3 2025 in Review

Livelsberger Financial Advisory sold out of Invesco Municipal Trust (VKQ) in Q3 2025, closing a stake of 553 shares — an estimated $5.06K sold.

Livelsberger Financial Advisory first reported a position in VKQ in Q4 2023 and held it in 3 quarters. The position peaked at $5.67K in Q3 2024. 94 funds tracked by Wall St. Rank hold VKQ as of Q3 2025.

  • Livelsberger Financial Advisory reported no remaining Invesco Municipal Trust position as of Q3 2025 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 553 Invesco Municipal Trust shares in Q3 2025, an estimated $5.06K.
  • Livelsberger Financial Advisory first reported a position in Invesco Municipal Trust in Q4 2023 and held it in 3 quarters.
  • Livelsberger Financial Advisory's Invesco Municipal Trust position peaked at $5.67K in Q3 2024.
  • 94 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q3 2025.

Based on Livelsberger Financial Advisory's 13F filing for Q3 2025, filed 14 Oct 2025.