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VKQ icon

NewEdge Advisors’s Invesco Municipal Trust VKQ Stock Holding History

NewEdge 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
2026
Q2 		$4.55M Buy
453,003
+101,890
+29% +$992K 0.01% 815
2026
Q1 		$3.34M Buy
351,113
+125,814
+56% +$1.23M 0.01% 858
2025
Q4 		$2.17M Buy
225,299
+138,365
+159% +$1.34M 0.01% 1033
2025
Q3 		$839K Buy
86,934
+41,284
+90% +$381K ﹤0.01% 1499
2025
Q2 		$418K Buy
45,650
+574
+1% +$5.32K ﹤0.01% 1805
2025
Q1 		$435K Sell
45,076
-3,852
-8% -$37.9K ﹤0.01% 1659
2024
Q4 		$480K Buy
48,928
+1,470
+3% +$14.7K ﹤0.01% 1585
2024
Q3 		$487K Sell
47,458
-3,565
-7% -$36K ﹤0.01% 1499
2024
Q2 		$508K Buy
51,023
+596
+1% +$5.73K ﹤0.01% 1415
2024
Q1 		$489K Buy
50,427
+9,704
+24% +$92.5K ﹤0.01% 1362
2023
Q4 		$380K Sell
40,723
-193
-0.5% -$1.7K ﹤0.01% 1437
2023
Q3 		$341K Buy
40,916
+37,145
+985% +$341K ﹤0.01% 1362
2023
Q2 		$35.6K Hold
3,771
– – ﹤0.01% 2203
2023
Q1 		$37.4K Hold
3,771
– – ﹤0.01% 2114
2022
Q4 		$37 Sell
3,771
-10,400
-73% -$97K ﹤0.01% 3513
2022
Q3 		$129K Sell
14,171
-7,300
-34% -$74.2K ﹤0.01% 1420
2022
Q2 		$218K Sell
21,471
-18,300
-46% -$190K ﹤0.01% 1361
2022
Q1 		$457K Buy
39,771
+600
+2% +$7.16K 0.01% 873
2021
Q4 		$526K Buy
+39,171
New +$522K 0.01% 1052

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

NewEdge Advisors's VKQ Position: Q2 2026 in Review

NewEdge Advisors increased its Invesco Municipal Trust (VKQ) stake by 29% in Q2 2026, buying an estimated $992K and bringing the position to 453,003 shares worth $4.55M. The position accounts for 0.01% of the portfolio, ranked #815.

NewEdge Advisors first reported a position in VKQ in Q4 2021 and has held it in 19 quarters since. 91 funds tracked by Wall St. Rank hold VKQ as of Q2 2026.

  • NewEdge Advisors held 453,003 shares of Invesco Municipal Trust worth $4.55M as of Q2 2026.
  • NewEdge Advisors bought 101,890 Invesco Municipal Trust shares in Q2 2026, an estimated $992K.
  • Invesco Municipal Trust made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #815 holding.
  • NewEdge Advisors first reported a position in Invesco Municipal Trust in Q4 2021 and has held it in 19 quarters since.
  • 91 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.