North Star Investment Management’s Invesco Municipal Trust VKQ Stock Holding History

North Star Investment Management’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	$3.63K	Buy	361 +7	+2%	+$68	﹤0.01%	1317
2026 Q1	$3.37K	Buy	354 +6	+2%	+$58	﹤0.01%	1301
2025 Q4	$3.35K	Buy	348 +7	+2%	+$68	﹤0.01%	1201
2025 Q3	$3.29K	Buy	+341	New	+$3.15K	﹤0.01%	1073
2021 Q4	–	Sell	-1,025	Closed	-$14K	–	1218
2021 Q3	$14K	Buy	1,025 +12	+1%	+$166	﹤0.01%	805
2021 Q2	$14K	Buy	+1,013	New	+$13.7K	﹤0.01%	798
2014 Q2	–	Sell	-901	Closed	-$11K	–	716
2014 Q1	$11K	Buy	+901	New	+$10.9K	﹤0.01%	539

Other funds holding VKQ

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

WAAG

Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return

SFG

Seamount Financial Group Colorado Springs, Colorado $248M AUM 24.12% 1-Year Est. Return

MPCA

Madison Park Capital Advisors Seattle, Washington $140M AUM 16.26% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

North Star Investment Management's VKQ Position: Q2 2026 in Review

North Star Investment Management increased its Invesco Municipal Trust (VKQ) stake by 2% in Q2 2026, buying an estimated $68 and bringing the position to 361 shares worth $3.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1317.

North Star Investment Management first reported a position in VKQ in Q1 2014 and has held it in 7 quarters since. The position peaked at $14K in Q3 2021. 26 funds tracked by Wall St. Rank hold VKQ as of Q2 2026.

North Star Investment Management held 361 shares of Invesco Municipal Trust worth $3.63K as of Q2 2026.
North Star Investment Management bought 7 Invesco Municipal Trust shares in Q2 2026, an estimated $68.
Invesco Municipal Trust made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #1317 holding.
North Star Investment Management first reported a position in Invesco Municipal Trust in Q1 2014 and has held it in 7 quarters since.
North Star Investment Management's Invesco Municipal Trust position peaked at $14K in Q3 2021.
26 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.