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Permanent Capital Management’s Invesco Municipal Trust VKQ Stock Holding History

Permanent Capital Management’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
2025
Q4 		– Sell
-14,352
Closed -$138K – 171
2025
Q3 		$138K Buy
+14,352
New +$133K 0.03% 148
2025
Q1 		$138K Sell
14,326
-1,444
-9% -$14.2K 0.04% 75
2024
Q4 		$155K Buy
+15,770
New +$158K 0.05% 64
2024
Q2 		$131K Buy
+14,352
New +$138K 0.03% 153

Other funds holding VKQ

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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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Permanent Capital Management's VKQ Position: Q4 2025 in Review

Permanent Capital Management sold out of Invesco Municipal Trust (VKQ) in Q4 2025, closing a stake of 14,352 shares — an estimated $138K sold.

Permanent Capital Management first reported a position in VKQ in Q2 2024 and held it in 4 quarters. The position peaked at $155K in Q4 2024. 89 funds tracked by Wall St. Rank hold VKQ as of Q4 2025.

  • Permanent Capital Management reported no remaining Invesco Municipal Trust position as of Q4 2025 after selling out during the quarter.
  • Permanent Capital Management sold 14,352 Invesco Municipal Trust shares in Q4 2025, an estimated $138K.
  • Permanent Capital Management first reported a position in Invesco Municipal Trust in Q2 2024 and held it in 4 quarters.
  • Permanent Capital Management's Invesco Municipal Trust position peaked at $155K in Q4 2024.
  • 89 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q4 2025.

Based on Permanent Capital Management's 13F filing for Q4 2025, filed 7 Jan 2026.