LPL Financial
VKQ icon

LPL Financial’s Invesco Municipal Trust VKQ Stock Holding History

LPL Financial’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 		$7.74M Sell
813,290
-147,455
-15% -$1.44M ﹤0.01% 2225
2025
Q4 		$9.27M Buy
960,745
+130,288
+16% +$1.26M ﹤0.01% 2003
2025
Q3 		$8.01M Buy
830,457
+627,242
+309% +$5.8M ﹤0.01% 2076
2025
Q2 		$1.86M Sell
203,215
-339,063
-63% -$3.14M ﹤0.01% 3194
2025
Q1 		$5.23M Buy
542,278
+103,374
+24% +$1.02M ﹤0.01% 2117
2024
Q4 		$4.31M Buy
438,904
+328,085
+296% +$3.29M ﹤0.01% 2201
2024
Q3 		$1.14M Sell
110,819
-219,232
-66% -$2.21M ﹤0.01% 3264
2024
Q2 		$3.29M Buy
330,051
+4,407
+1% +$42.4K ﹤0.01% 2181
2024
Q1 		$3.16M Sell
325,644
-313
-0.1% -$2.98K ﹤0.01% 2143
2023
Q4 		$3.11M Buy
325,957
+137,827
+73% +$1.22M ﹤0.01% 2053
2023
Q3 		$1.57M Buy
188,130
+6,930
+4% +$63.6K ﹤0.01% 2516
2023
Q2 		$1.71M Buy
181,200
+21,874
+14% +$208K ﹤0.01% 2386
2023
Q1 		$1.58M Buy
159,326
+89,103
+127% +$870K ﹤0.01% 2353
2022
Q4 		$695K Buy
70,223
+18,917
+37% +$176K ﹤0.01% 2959
2022
Q3 		$469K Sell
51,306
-4,327
-8% -$44K ﹤0.01% 3213
2022
Q2 		$565K Buy
55,633
+15,499
+39% +$161K ﹤0.01% 3101
2022
Q1 		$462K Buy
40,134
+7,194
+22% +$85.9K ﹤0.01% 3265
2021
Q4 		$442K Buy
32,940
+5,244
+19% +$69.9K ﹤0.01% 3388
2021
Q3 		$371K Buy
27,696
+7,095
+34% +$98K ﹤0.01% 3477
2021
Q2 		$283K Buy
20,601
+93
+0.5% +$1.25K ﹤0.01% 3633
2021
Q1 		$271K Buy
20,508
+2,440
+14% +$31.6K ﹤0.01% 3554
2020
Q4 		$232K Sell
18,068
-10,212
-36% -$127K ﹤0.01% 3409
2020
Q3 		$340K Buy
28,280
+333
+1% +$4.09K ﹤0.01% 2809
2020
Q2 		$329K Sell
27,947
-456
-2% -$5.27K ﹤0.01% 2766
2020
Q1 		$332K Buy
28,403
+11,805
+71% +$146K ﹤0.01% 2412
2019
Q4 		$205K Sell
16,598
-1,340
-7% -$16.6K ﹤0.01% 3089
2019
Q3 		$226K Buy
17,938
+1,840
+11% +$23.2K ﹤0.01% 2902
2019
Q2 		$198K Buy
16,098
+174
+1% +$2.11K ﹤0.01% 3030
2019
Q1 		$192K Sell
15,924
-7,573
-32% -$89.3K ﹤0.01% 2958
2018
Q4 		$262K Sell
23,497
-263
-1% -$2.92K ﹤0.01% 2573
2018
Q3 		$274K Sell
23,760
-1,134
-5% -$13.4K ﹤0.01% 2771
2018
Q2 		$294K Sell
24,894
-40,612
-62% -$477K ﹤0.01% 2668
2018
Q1 		$766K Buy
65,506
+38,594
+143% +$463K ﹤0.01% 1811
2017
Q4 		$336K Buy
26,912
+10,405
+63% +$130K ﹤0.01% 2390
2017
Q3 		$211K Buy
16,507
+28
+0.2% +$361 ﹤0.01% 2636
2017
Q2 		$211K Sell
16,479
-69,938
-81% -$888K ﹤0.01% 2553
2017
Q1 		$1.09M Sell
86,417
-3,049
-3% -$38.1K 0.01% 1204
2016
Q4 		$1.1M Sell
89,466
-6,094
-6% -$76.8K 0.01% 1161
2016
Q3 		$1.29M Buy
95,560
+19,545
+26% +$272K 0.01% 1005
2016
Q2 		$1.08M Sell
76,015
-35,843
-32% -$487K 0.01% 1124
2016
Q1 		$1.5M Buy
111,858
+5,520
+5% +$71.9K ﹤0.01% 1374
2015
Q4 		$1.37M Buy
106,338
+42,812
+67% +$537K ﹤0.01% 1424
2015
Q3 		$781K Sell
63,526
-10,268
-14% -$124K ﹤0.01% 1434
2015
Q2 		$883K Buy
73,794
+1,125
+2% +$13.9K ﹤0.01% 1469
2015
Q1 		$932K Sell
72,669
-10,652
-13% -$137K ﹤0.01% 1405
2014
Q4 		$1.05M Sell
83,321
-3,022
-3% -$38.1K 0.01% 1262
2014
Q3 		$1.09M Buy
86,343
+5,907
+7% +$73.1K 0.01% 1209
2014
Q2 		$1.01M Buy
80,436
+209
+0.3% +$2.58K 0.01% 1314
2014
Q1 		$971K Sell
80,227
-9,984
-11% -$120K 0.01% 1284
2013
Q4 		$1.05M Buy
90,211
+1,454
+2% +$16.6K 0.01% 1224
2013
Q3 		$1M Buy
88,757
+7,895
+10% +$91.5K 0.01% 1183
2013
Q2 		$1.02M Buy
+80,862
New +$1.11M 0.01% 1112

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

LPL Financial's VKQ Position: Q1 2026 in Review

LPL Financial reduced its Invesco Municipal Trust (VKQ) stake by 15% in Q1 2026, selling an estimated $1.44M and leaving 813,290 shares worth $7.74M. The position accounts for ﹤0.01% of the portfolio, ranked #2225.

LPL Financial first reported a position in VKQ in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.27M in Q4 2025. 92 funds tracked by Wall St. Rank hold VKQ as of Q1 2026.

  • LPL Financial held 813,290 shares of Invesco Municipal Trust worth $7.74M as of Q1 2026.
  • LPL Financial sold 147,455 Invesco Municipal Trust shares in Q1 2026, an estimated $1.44M.
  • Invesco Municipal Trust made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2225 holding.
  • LPL Financial first reported a position in Invesco Municipal Trust in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's Invesco Municipal Trust position peaked at $9.27M in Q4 2025.
  • 92 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.