Mercer Global Advisors
VKQ icon

Mercer Global Advisors’s Invesco Municipal Trust VKQ Stock Holding History

Mercer Global Advisors’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
2024
Q4 		– Sell
-15,546
Closed -$160K – 2292
2024
Q3 		$160K Buy
+15,546
New +$157K ﹤0.01% 1843
2023
Q1 		– Sell
-15,708
Closed -$156K – 2060
2022
Q4 		$156K Buy
15,708
+9
+0.1% +$84 ﹤0.01% 1758
2022
Q3 		$143K Buy
+15,699
New +$160K ﹤0.01% 1678
2022
Q2 		– Sell
-14,682
Closed -$169K – 1933
2022
Q1 		$169K Buy
+14,682
New +$175K ﹤0.01% 1753

Other funds holding VKQ

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors's VKQ Position: Q4 2024 in Review

Mercer Global Advisors sold out of Invesco Municipal Trust (VKQ) in Q4 2024, closing a stake of 15,546 shares — an estimated $160K sold.

Mercer Global Advisors first reported a position in VKQ in Q1 2022 and held it in 4 quarters. The position peaked at $169K in Q1 2022. 99 funds tracked by Wall St. Rank hold VKQ as of Q4 2024.

  • Mercer Global Advisors reported no remaining Invesco Municipal Trust position as of Q4 2024 after selling out during the quarter.
  • Mercer Global Advisors sold 15,546 Invesco Municipal Trust shares in Q4 2024, an estimated $160K.
  • Mercer Global Advisors first reported a position in Invesco Municipal Trust in Q1 2022 and held it in 4 quarters.
  • Mercer Global Advisors's Invesco Municipal Trust position peaked at $169K in Q1 2022.
  • 99 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q4 2024.

Based on Mercer Global Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.