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&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
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 $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

&Partners's VKQ Position: Q1 2026 in Review

&Partners reduced its Invesco Municipal Trust (VKQ) stake by 6.9% in Q1 2026, selling an estimated $22.7K and leaving 31,319 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #1997.

&Partners first reported a position in VKQ in Q3 2025 and has held it in 3 quarters since. The position peaked at $325K in Q4 2025. 92 funds tracked by Wall St. Rank hold VKQ as of Q1 2026.

  • &Partners held 31,319 shares of Invesco Municipal Trust worth $298K as of Q1 2026.
  • &Partners sold 2,329 Invesco Municipal Trust shares in Q1 2026, an estimated $22.7K.
  • Invesco Municipal Trust made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1997 holding.
  • &Partners first reported a position in Invesco Municipal Trust in Q3 2025 and has held it in 3 quarters since.
  • &Partners's Invesco Municipal Trust position peaked at $325K in Q4 2025.
  • 92 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.