Melfa Wealth Management’s Invesco Municipal Trust VKQ Stock Holding History

Melfa Wealth 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 Q3	$266K	Hold	31,343	–	–	0.15%	135
2026 Q2	$315K	Sell	31,343 -2,199	-7%	-$21.4K	0.17%	118
2026 Q1	$319K	Hold	33,542	–	–	0.18%	113
2025 Q4	$324K	Buy	33,542 +2,027	+6%	+$19.6K	0.19%	120
2025 Q3	$304K	Hold	31,515	–	–	0.18%	128
2025 Q2	$288K	Hold	31,515	–	–	0.18%	131
2025 Q1	$304K	Hold	31,515	–	–	0.21%	120
2024 Q4	$309K	Hold	31,515	–	–	0.21%	119
2024 Q3	$323K	Hold	31,515	–	–	0.21%	115
2024 Q2	$314K	Hold	31,515	–	–	0.22%	112
2024 Q1	$306K	Buy	31,515 +161	+0.5%	+$1.54K	0.22%	109
2023 Q4	$299K	Buy	31,354 +196	+0.6%	+$1.73K	0.28%	81
2023 Q3	$260K	Sell	31,158 -4,383	-12%	-$40.2K	0.28%	82
2023 Q2	$335K	Buy	35,541 +188	+0.5%	+$1.78K	0.34%	74
2023 Q1	$351K	Buy	35,353 +213	+0.6%	+$2.08K	0.35%	72
2022 Q4	$348K	Buy	+35,140	New	+$328K	0.36%	72

Other funds holding VKQ

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $1.98B AUM 13.5% 1-Year Est. Return

Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return

IBEX Wealth Advisors Bedminster, New Jersey $1.29B AUM 49.29% 1-Year Est. Return

Seamount Financial Group Colorado Springs, Colorado $255M AUM 18.1% 1-Year Est. Return

Melfa Wealth Management's VKQ Position: Q3 2026 in Review

Melfa Wealth Management held its Invesco Municipal Trust (VKQ) position steady in Q3 2026 at 31,343 shares worth $266K. The position accounts for 0.15% of the portfolio, ranked #135.

Melfa Wealth Management first reported a position in VKQ in Q4 2022 and has held it in 16 quarters since. The position peaked at $351K in Q1 2023. 55 funds tracked by Wall St. Rank hold VKQ as of Q3 2026.

Melfa Wealth Management held 31,343 shares of Invesco Municipal Trust worth $266K as of Q3 2026.
Melfa Wealth Management left its Invesco Municipal Trust share count unchanged in Q3 2026.
Invesco Municipal Trust made up 0.15% of Melfa Wealth Management's portfolio in Q3 2026, its #135 holding.
Melfa Wealth Management first reported a position in Invesco Municipal Trust in Q4 2022 and has held it in 16 quarters since.
Melfa Wealth Management's Invesco Municipal Trust position peaked at $351K in Q1 2023.
55 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q3 2026.

Based on Melfa Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.