MSWA
KTF

Marshall & Sterling Wealth Advisors’s DWS Municipal Income Trust KTF Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio KTF Stock Details KTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-19
Closed -$179 – 663
2025
Q1 		$179 Buy
+19
New +$181 ﹤0.01% 629

Other funds holding KTF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's KTF Position: Q2 2025 in Review

Marshall & Sterling Wealth Advisors sold out of DWS Municipal Income Trust (KTF) in Q2 2025, closing a stake of 19 shares — an estimated $179 sold.

Marshall & Sterling Wealth Advisors first reported a position in KTF in Q1 2025 and held it in 1 quarter. The position peaked at $179 in Q1 2025. 66 funds tracked by Wall St. Rank hold KTF as of Q2 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining DWS Municipal Income Trust position as of Q2 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 19 DWS Municipal Income Trust shares in Q2 2025, an estimated $179.
  • Marshall & Sterling Wealth Advisors first reported a position in DWS Municipal Income Trust in Q1 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's DWS Municipal Income Trust position peaked at $179 in Q1 2025.
  • 66 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q2 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.