NWM
KTF icon

Navigoe Wealth Management’s DWS Municipal Income Trust KTF Stock Holding History

Navigoe Wealth Management’s Portfolio KTF Stock Details KTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,727
Closed -$63K – 171
2024
Q4 		$63K Buy
+6,727
New +$66.5K 0.06% 56

Other funds holding KTF

Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.76B AUM 2.8% 1-Year Est. Return

Navigoe Wealth Management's KTF Position: Q1 2025 in Review

Navigoe Wealth Management sold out of DWS Municipal Income Trust (KTF) in Q1 2025, closing a stake of 6,727 shares — an estimated $63K sold.

Navigoe Wealth Management first reported a position in KTF in Q4 2024 and held it in 1 quarter. The position peaked at $63K in Q4 2024. 74 funds tracked by Wall St. Rank hold KTF as of Q1 2025.

  • Navigoe Wealth Management reported no remaining DWS Municipal Income Trust position as of Q1 2025 after selling out during the quarter.
  • Navigoe Wealth Management sold 6,727 DWS Municipal Income Trust shares in Q1 2025, an estimated $63K.
  • Navigoe Wealth Management first reported a position in DWS Municipal Income Trust in Q4 2024 and held it in 1 quarter.
  • Navigoe Wealth Management's DWS Municipal Income Trust position peaked at $63K in Q4 2024.
  • 74 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q1 2025.

Based on Navigoe Wealth Management's 13F filing for Q1 2025, filed 9 May 2025.