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Personal CFO Solutions’s Invesco Municipal Trust VKQ Stock Holding History

Personal CFO Solutions’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
2022
Q3 		– Sell
-23,612
Closed -$240K – 470
2022
Q2 		$240K Buy
23,612
+13,612
+136% +$141K 0.06% 329
2022
Q1 		$115K Buy
+10,000
New +$119K 0.02% 447

Other funds holding VKQ

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Personal CFO Solutions's VKQ Position: Q3 2022 in Review

Personal CFO Solutions sold out of Invesco Municipal Trust (VKQ) in Q3 2022, closing a stake of 23,612 shares — an estimated $240K sold.

Personal CFO Solutions first reported a position in VKQ in Q1 2022 and held it in 2 quarters. The position peaked at $240K in Q2 2022. 89 funds tracked by Wall St. Rank hold VKQ as of Q3 2022.

  • Personal CFO Solutions reported no remaining Invesco Municipal Trust position as of Q3 2022 after selling out during the quarter.
  • Personal CFO Solutions sold 23,612 Invesco Municipal Trust shares in Q3 2022, an estimated $240K.
  • Personal CFO Solutions first reported a position in Invesco Municipal Trust in Q1 2022 and held it in 2 quarters.
  • Personal CFO Solutions's Invesco Municipal Trust position peaked at $240K in Q2 2022.
  • 89 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q3 2022.

Based on Personal CFO Solutions's 13F filing for Q3 2022, filed 1 Nov 2022.