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VKQ icon

&Partners’s Invesco Municipal Trust VKQ Stock Holding History

&Partners’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 		$337K Buy
33,557
+2,238
+7% +$21.8K ﹤0.01% 2063
2026
Q1 		$298K Sell
31,319
-2,329
-7% -$22.7K ﹤0.01% 1997
2025
Q4 		$325K Buy
33,648
+14,153
+73% +$137K ﹤0.01% 1868
2025
Q3 		$188K Buy
+19,495
New +$180K ﹤0.01% 1974

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

&Partners's VKQ Position: Q2 2026 in Review

&Partners increased its Invesco Municipal Trust (VKQ) stake by 7.1% in Q2 2026, buying an estimated $21.8K and bringing the position to 33,557 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #2063.

&Partners first reported a position in VKQ in Q3 2025 and has held it in 4 quarters since. 91 funds tracked by Wall St. Rank hold VKQ as of Q2 2026.

  • &Partners held 33,557 shares of Invesco Municipal Trust worth $337K as of Q2 2026.
  • &Partners bought 2,238 Invesco Municipal Trust shares in Q2 2026, an estimated $21.8K.
  • Invesco Municipal Trust made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2063 holding.
  • &Partners first reported a position in Invesco Municipal Trust in Q3 2025 and has held it in 4 quarters since.
  • 91 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.