PI
VKQ icon

PFG Investments’s Invesco Municipal Trust VKQ Stock Holding History

PFG Investments’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 		$257K Sell
25,550
-1,050
-4% -$10.2K 0.01% 1045
2026
Q1 		$253K Sell
26,600
-900
-3% -$8.77K 0.01% 948
2025
Q4 		$265K Buy
+27,500
New +$266K 0.01% 874

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 $3.42B AUM 25.82% 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

PFG Investments's VKQ Position: Q2 2026 in Review

PFG Investments reduced its Invesco Municipal Trust (VKQ) stake by 3.9% in Q2 2026, selling an estimated $10.2K and leaving 25,550 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #1045.

PFG Investments first reported a position in VKQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $265K in Q4 2025. 91 funds tracked by Wall St. Rank hold VKQ as of Q2 2026.

  • PFG Investments held 25,550 shares of Invesco Municipal Trust worth $257K as of Q2 2026.
  • PFG Investments sold 1,050 Invesco Municipal Trust shares in Q2 2026, an estimated $10.2K.
  • Invesco Municipal Trust made up 0.01% of PFG Investments's portfolio in Q2 2026, its #1045 holding.
  • PFG Investments first reported a position in Invesco Municipal Trust in Q4 2025 and has held it in 3 quarters since.
  • PFG Investments's Invesco Municipal Trust position peaked at $265K in Q4 2025.
  • 91 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.