Optimum Investment Advisors’s DWS Municipal Income Trust KTF Stock Holding History

Optimum Investment Advisors’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 Q3	$55K	Hold	6,000	–	–	0.02%	333
2025 Q2	$53K	Sell	6,000 -2,000	-25%	-$18K	0.02%	334
2025 Q1	$75K	Hold	8,000	–	–	0.04%	285
2024 Q4	$75.6K	Buy	+8,000	New	+$79.1K	0.03%	293
2015 Q1	$26K	Hold	1,825	–	–	0.01%	636
2014 Q4	$24K	Hold	1,825	–	–	0.01%	672
2014 Q3	$25K	Hold	1,825	–	–	0.01%	604
2014 Q2	$25K	Buy	+1,825	New	+$24.4K	0.01%	620

Other funds holding KTF

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HWAM

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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Optimum Investment Advisors's KTF Position: Q3 2025 in Review

Optimum Investment Advisors held its DWS Municipal Income Trust (KTF) position steady in Q3 2025 at 6,000 shares worth $55K. The position accounts for 0.02% of the portfolio, ranked #333.

Optimum Investment Advisors first reported a position in KTF in Q2 2014 and has held it in 8 quarters since. The position peaked at $75.6K in Q4 2024. 65 funds tracked by Wall St. Rank hold KTF as of Q3 2025.

Optimum Investment Advisors held 6,000 shares of DWS Municipal Income Trust worth $55K as of Q3 2025.
Optimum Investment Advisors left its DWS Municipal Income Trust share count unchanged in Q3 2025.
DWS Municipal Income Trust made up 0.02% of Optimum Investment Advisors's portfolio in Q3 2025, its #333 holding.
Optimum Investment Advisors first reported a position in DWS Municipal Income Trust in Q2 2014 and has held it in 8 quarters since.
Optimum Investment Advisors's DWS Municipal Income Trust position peaked at $75.6K in Q4 2024.
65 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.