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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
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 $2B AUM 0.66% 1-Year Est. Return
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
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

Pinnacle Wealth Planning Services's VKQ Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Invesco Municipal Trust (VKQ) stake by 32% in Q1 2026, buying an estimated $5.89K and bringing the position to 2,473 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1611.

Pinnacle Wealth Planning Services first reported a position in VKQ in Q4 2020 and has held it in 3 quarters since. The position peaked at $24K in Q4 2020. 92 funds tracked by Wall St. Rank hold VKQ as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,473 shares of Invesco Municipal Trust worth $23.5K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 604 Invesco Municipal Trust shares in Q1 2026, an estimated $5.89K.
  • Invesco Municipal Trust made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1611 holding.
  • Pinnacle Wealth Planning Services first reported a position in Invesco Municipal Trust in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Invesco Municipal Trust position peaked at $24K in Q4 2020.
  • 92 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.