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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

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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. 91 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.
  • 91 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.