Northwestern Mutual Wealth Management
VKQ icon

Northwestern Mutual Wealth Management’s Invesco Municipal Trust VKQ Stock Holding History

Northwestern Mutual Wealth 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
2025
Q2 		– Sell
-1,103
Closed -$10.6K – 4014
2025
Q1 		$10.6K Hold
1,103
– – ﹤0.01% 2723
2024
Q4 		$10.8K Sell
1,103
-562
-34% -$5.63K ﹤0.01% 2715
2024
Q3 		$17.1K Hold
1,665
– – ﹤0.01% 2518
2024
Q2 		$16.6K Sell
1,665
-4,086
-71% -$39.3K ﹤0.01% 2462
2024
Q1 		$55.8K Sell
5,751
-4,000
-41% -$38.1K ﹤0.01% 2032
2023
Q4 		$92.9K Buy
9,751
+799
+9% +$7.04K ﹤0.01% 1811
2023
Q3 		$74.7K Hold
8,952
– – ﹤0.01% 1828
2023
Q2 		$84.4K Hold
8,952
– – ﹤0.01% 1790
2023
Q1 		$88.8K Hold
8,952
– – ﹤0.01% 1727
2022
Q4 		$88.6K Sell
8,952
-7,453
-45% -$69.5K ﹤0.01% 1707
2022
Q3 		$150K Buy
16,405
+12,175
+288% +$124K ﹤0.01% 1491
2022
Q2 		$43K Buy
4,230
+3,973
+1,546% +$41.3K ﹤0.01% 1977
2022
Q1 		$3K Sell
257
-359
-58% -$4.29K ﹤0.01% 2877
2021
Q4 		$8K Sell
616
-4,184
-87% -$55.8K ﹤0.01% 2647
2021
Q3 		$64K Sell
4,800
-8,216
-63% -$114K ﹤0.01% 1817
2021
Q2 		$179K Sell
13,016
-1,845
-12% -$24.9K ﹤0.01% 1357
2021
Q1 		$196K Buy
14,861
+3,365
+29% +$43.6K ﹤0.01% 1249
2020
Q4 		$147K Hold
11,496
– – ﹤0.01% 1258
2020
Q3 		$138K Sell
11,496
-2,097
-15% -$25.7K ﹤0.01% 1155
2020
Q2 		$160K Hold
13,593
– – ﹤0.01% 1049
2020
Q1 		$159K Sell
13,593
-10,762
-44% -$133K ﹤0.01% 966
2019
Q4 		$301K Buy
24,355
+4,075
+20% +$50.4K ﹤0.01% 818
2019
Q3 		$256K Hold
20,280
– – ﹤0.01% 814
2019
Q2 		$250K Sell
20,280
-4,402
-18% -$53.3K ﹤0.01% 819
2019
Q1 		$297K Sell
24,682
-1,755
-7% -$20.7K ﹤0.01% 754
2018
Q4 		$295K Sell
26,437
-2,152
-8% -$23.9K ﹤0.01% 694
2018
Q3 		$330K Sell
28,589
-4,278
-13% -$50.4K ﹤0.01% 673
2018
Q2 		$388K Sell
32,867
-3,754
-10% -$44.1K ﹤0.01% 594
2018
Q1 		$428K Sell
36,621
-7,871
-18% -$94.4K ﹤0.01% 550
2017
Q4 		$556K Sell
44,492
-9,483
-18% -$118K ﹤0.01% 494
2017
Q3 		$689K Sell
53,975
-427
-0.8% -$5.5K ﹤0.01% 419
2017
Q2 		$698K Buy
54,402
+452
+0.8% +$5.74K 0.01% 416
2017
Q1 		$676K Sell
53,950
-4,097
-7% -$51.2K 0.01% 396
2016
Q4 		$712K Buy
+58,047
New +$731K 0.01% 383
2016
Q3 		– Sell
-6,250
Closed -$89K – 1479
2016
Q2 		$89K Buy
+6,250
New +$85K ﹤0.01% 760
2013
Q4 		– Sell
-1,334
Closed -$16K – 1585
2013
Q3 		$16K Buy
+1,334
New +$15.5K ﹤0.01% 783

Other funds holding VKQ

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Northwestern Mutual Wealth Management's VKQ Position: Q2 2025 in Review

Northwestern Mutual Wealth Management sold out of Invesco Municipal Trust (VKQ) in Q2 2025, closing a stake of 1,103 shares — an estimated $10.6K sold.

Northwestern Mutual Wealth Management first reported a position in VKQ in Q3 2013 and held it in 36 quarters. The position peaked at $712K in Q4 2016. 98 funds tracked by Wall St. Rank hold VKQ as of Q2 2025.

  • Northwestern Mutual Wealth Management reported no remaining Invesco Municipal Trust position as of Q2 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1,103 Invesco Municipal Trust shares in Q2 2025, an estimated $10.6K.
  • Northwestern Mutual Wealth Management first reported a position in Invesco Municipal Trust in Q3 2013 and held it in 36 quarters.
  • Northwestern Mutual Wealth Management's Invesco Municipal Trust position peaked at $712K in Q4 2016.
  • 98 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q2 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.