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Merit Financial Group’s Invesco Municipal Trust VKQ Stock Holding History

Merit Financial Group’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
Q2 		$111K Buy
+11,080
New +$108K ﹤0.01% 2209
2023
Q4 		– Sell
-30,117
Closed -$251K – 835
2023
Q3 		$251K Sell
30,117
-230
-0.8% -$2.11K 0.01% 636
2023
Q2 		$286K Buy
+30,347
New +$288K 0.01% 602

Other funds holding VKQ

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MPCA
Madison Park Capital Advisors Seattle, Washington $140M AUM 16.26% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Merit Financial Group's VKQ Position: Q2 2026 in Review

Merit Financial Group opened a new position in Invesco Municipal Trust (VKQ) in Q2 2026: 11,080 shares worth $111K. The stake represents ﹤0.01% of the portfolio and ranks #2209 among its holdings. This is a return to the name: Merit Financial Group previously reported a position in VKQ as recently as Q3 2023.

Merit Financial Group first reported a position in VKQ in Q2 2023 and has held it in 3 quarters since. The position peaked at $286K in Q2 2023. 11 funds tracked by Wall St. Rank hold VKQ as of Q2 2026.

  • Merit Financial Group held 11,080 shares of Invesco Municipal Trust worth $111K as of Q2 2026.
  • Invesco Municipal Trust was a new Merit Financial Group position in Q2 2026.
  • Invesco Municipal Trust made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2209 holding.
  • Merit Financial Group first reported a position in Invesco Municipal Trust in Q2 2023 and has held it in 3 quarters since.
  • Merit Financial Group's Invesco Municipal Trust position peaked at $286K in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.