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MAI Capital Management’s Invesco Municipal Trust VKQ Stock Holding History

MAI Capital Management’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 		– Sell
-5,106
Closed -$48.6K – 4635
2026
Q1 		$48.6K Hold
5,106
– – ﹤0.01% 2246
2025
Q4 		$49.3K Hold
5,106
– – ﹤0.01% 2018
2025
Q3 		$49.3K Hold
5,106
– – ﹤0.01% 1937
2025
Q2 		$46.7K Hold
5,106
– – ﹤0.01% 1894
2025
Q1 		$49.3K Hold
5,106
– – ﹤0.01% 1750
2024
Q4 		$50.1K Buy
+5,106
New +$51.2K ﹤0.01% 1768

Other funds holding VKQ

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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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MAI Capital Management's VKQ Position: Q2 2026 in Review

MAI Capital Management sold out of Invesco Municipal Trust (VKQ) in Q2 2026, closing a stake of 5,106 shares — an estimated $48.6K sold.

MAI Capital Management first reported a position in VKQ in Q4 2024 and held it in 6 quarters. The position peaked at $50.1K in Q4 2024. 91 funds tracked by Wall St. Rank hold VKQ as of Q2 2026.

  • MAI Capital Management reported no remaining Invesco Municipal Trust position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 5,106 Invesco Municipal Trust shares in Q2 2026, an estimated $48.6K.
  • MAI Capital Management first reported a position in Invesco Municipal Trust in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's Invesco Municipal Trust position peaked at $50.1K in Q4 2024.
  • 91 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.