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Money Concepts Capital’s Invesco Municipal Trust VKQ Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-110
Closed -$1.09K – 2825
2022
Q4 		$1.09K Buy
+110
New +$1.03K ﹤0.01% 2860

Other funds holding VKQ

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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Money Concepts Capital's VKQ Position: Q1 2023 in Review

Money Concepts Capital sold out of Invesco Municipal Trust (VKQ) in Q1 2023, closing a stake of 110 shares — an estimated $1.09K sold.

Money Concepts Capital first reported a position in VKQ in Q4 2022 and held it in 1 quarter. The position peaked at $1.09K in Q4 2022. 80 funds tracked by Wall St. Rank hold VKQ as of Q1 2023.

  • Money Concepts Capital reported no remaining Invesco Municipal Trust position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 110 Invesco Municipal Trust shares in Q1 2023, an estimated $1.09K.
  • Money Concepts Capital first reported a position in Invesco Municipal Trust in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Invesco Municipal Trust position peaked at $1.09K in Q4 2022.
  • 80 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.