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Perennial Investment Advisors’s Invesco Municipal Trust VKQ Stock Holding History

Perennial Investment Advisors’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 		$106K Buy
11,161
+61
+0.5% +$595 0.01% 501
2025
Q4 		$107K Buy
11,100
+60
+0.5% +$579 0.01% 494
2025
Q3 		$107K Buy
+11,040
New +$102K 0.01% 473

Other funds holding VKQ

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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

Perennial Investment Advisors's VKQ Position: Q1 2026 in Review

Perennial Investment Advisors increased its Invesco Municipal Trust (VKQ) stake by 0.55% in Q1 2026, buying an estimated $595 and bringing the position to 11,161 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #501.

Perennial Investment Advisors first reported a position in VKQ in Q3 2025 and has held it in 3 quarters since. The position peaked at $107K in Q4 2025. 92 funds tracked by Wall St. Rank hold VKQ as of Q1 2026.

  • Perennial Investment Advisors held 11,161 shares of Invesco Municipal Trust worth $106K as of Q1 2026.
  • Perennial Investment Advisors bought 61 Invesco Municipal Trust shares in Q1 2026, an estimated $595.
  • Invesco Municipal Trust made up 0.01% of Perennial Investment Advisors's portfolio in Q1 2026, its #501 holding.
  • Perennial Investment Advisors first reported a position in Invesco Municipal Trust in Q3 2025 and has held it in 3 quarters since.
  • Perennial Investment Advisors's Invesco Municipal Trust position peaked at $107K in Q4 2025.
  • 92 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.