OPS
KTF

Orion Portfolio Solutions’s DWS Municipal Income Trust KTF Stock Holding History

Orion Portfolio Solutions’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 		$381K Buy
40,572
+835
+2% +$7.95K ﹤0.01% 1525
2024
Q4 		$376K Buy
+39,737
New +$393K ﹤0.01% 1450

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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Orion Portfolio Solutions's KTF Position: Q1 2025 in Review

Orion Portfolio Solutions increased its DWS Municipal Income Trust (KTF) stake by 2.1% in Q1 2025, buying an estimated $7.95K and bringing the position to 40,572 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #1525.

Orion Portfolio Solutions first reported a position in KTF in Q4 2024 and has held it in 2 quarters since. 74 funds tracked by Wall St. Rank hold KTF as of Q1 2025.

  • Orion Portfolio Solutions held 40,572 shares of DWS Municipal Income Trust worth $381K as of Q1 2025.
  • Orion Portfolio Solutions bought 835 DWS Municipal Income Trust shares in Q1 2025, an estimated $7.95K.
  • DWS Municipal Income Trust made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1525 holding.
  • Orion Portfolio Solutions first reported a position in DWS Municipal Income Trust in Q4 2024 and has held it in 2 quarters since.
  • 74 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.