Melfa Wealth Management’s DWS Municipal Income Trust KTF Stock Holding History

Melfa Wealth Management’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
2026 Q2	$1.11M	Sell	120,569 -8,631	-7%	-$78.7K	0.6%	40
2026 Q1	$1.18M	Hold	129,200	–	–	0.68%	35
2025 Q4	$1.17M	Sell	129,200 -5,369	-4%	-$49.2K	0.68%	36
2025 Q3	$1.23M	Hold	134,569	–	–	0.72%	36
2025 Q2	$1.19M	Sell	134,569 -5,500	-4%	-$49.4K	0.75%	35
2025 Q1	$1.31M	Sell	140,069 -8,000	-5%	-$76.1K	0.89%	28
2024 Q4	$1.4M	Sell	148,069 -13,000	-8%	-$129K	0.94%	24
2024 Q3	$1.61M	Hold	161,069	–	–	1.06%	23
2024 Q2	$1.53M	Buy	161,069 +3,600	+2%	+$34K	1.07%	23
2024 Q1	$1.42M	Sell	157,469 -1,518	-1%	-$13.6K	1.03%	24
2023 Q4	$1.41M	Buy	158,987 +8,810	+6%	+$71.9K	1.33%	19
2023 Q3	$1.16M	Buy	150,177 +58	+0%	+$487	1.26%	20
2023 Q2	$1.29M	Buy	150,119 +60	+0%	+$519	1.31%	18
2023 Q1	$1.34M	Sell	150,059 -831	-0.6%	-$7.31K	1.33%	19
2022 Q4	$1.3M	Buy	+150,890	New	+$1.28M	1.36%	19

Other funds holding KTF

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

HWAM

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Melfa Wealth Management's KTF Position: Q2 2026 in Review

Melfa Wealth Management reduced its DWS Municipal Income Trust (KTF) stake by 6.7% in Q2 2026, selling an estimated $78.7K and leaving 120,569 shares worth $1.11M. The position accounts for 0.6% of the portfolio, ranked #40.

Melfa Wealth Management first reported a position in KTF in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.61M in Q3 2024. 71 funds tracked by Wall St. Rank hold KTF as of Q2 2026.

Melfa Wealth Management held 120,569 shares of DWS Municipal Income Trust worth $1.11M as of Q2 2026.
Melfa Wealth Management sold 8,631 DWS Municipal Income Trust shares in Q2 2026, an estimated $78.7K.
DWS Municipal Income Trust made up 0.6% of Melfa Wealth Management's portfolio in Q2 2026, its #40 holding.
Melfa Wealth Management first reported a position in DWS Municipal Income Trust in Q4 2022 and has held it in 15 quarters since.
Melfa Wealth Management's DWS Municipal Income Trust position peaked at $1.61M in Q3 2024.
71 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.