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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
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

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

MAI Capital Management's VKQ Position: Q1 2026 in Review

MAI Capital Management held its Invesco Municipal Trust (VKQ) position steady in Q1 2026 at 5,106 shares worth $48.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2246.

MAI Capital Management first reported a position in VKQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $50.1K in Q4 2024. 92 funds tracked by Wall St. Rank hold VKQ as of Q1 2026.

  • MAI Capital Management held 5,106 shares of Invesco Municipal Trust worth $48.6K as of Q1 2026.
  • MAI Capital Management left its Invesco Municipal Trust share count unchanged in Q1 2026.
  • Invesco Municipal Trust made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #2246 holding.
  • MAI Capital Management first reported a position in Invesco Municipal Trust in Q4 2024 and has held it in 6 quarters since.
  • MAI Capital Management's Invesco Municipal Trust position peaked at $50.1K in Q4 2024.
  • 92 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.