Pinnacle Wealth Planning Services’s Invesco Municipal Trust VKQ Stock Holding History

Pinnacle Wealth Planning Services’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	$31.1K	Buy	3,094 +621	+25%	+$6.05K	﹤0.01%	1567
2026 Q1	$23.5K	Buy	2,473 +604	+32%	+$5.89K	﹤0.01%	1611
2025 Q4	$18K	Buy	+1,869	New	+$18.1K	﹤0.01%	1769
2021 Q1	–	Sell	-1,847	Closed	-$24K	–	1887
2020 Q4	$24K	Buy	+1,847	New	+$22.9K	0.01%	1095

Other funds holding VKQ

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pinnacle Wealth Planning Services's VKQ Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Invesco Municipal Trust (VKQ) stake by 25% in Q2 2026, buying an estimated $6.05K and bringing the position to 3,094 shares worth $31.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1567.

Pinnacle Wealth Planning Services first reported a position in VKQ in Q4 2020 and has held it in 4 quarters since. 91 funds tracked by Wall St. Rank hold VKQ as of Q2 2026.

Pinnacle Wealth Planning Services held 3,094 shares of Invesco Municipal Trust worth $31.1K as of Q2 2026.
Pinnacle Wealth Planning Services bought 621 Invesco Municipal Trust shares in Q2 2026, an estimated $6.05K.
Invesco Municipal Trust made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1567 holding.
Pinnacle Wealth Planning Services first reported a position in Invesco Municipal Trust in Q4 2020 and has held it in 4 quarters since.
91 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.