PAW
KTF

Plan A Wealth’s DWS Municipal Income Trust KTF Stock Holding History

Plan A Wealth’s Portfolio KTF Stock Details KTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$159K Hold
17,253
– – 0.07% 184
2026
Q1 		$157K Hold
17,253
– – 0.08% 167
2025
Q4 		$157K Sell
17,253
-1,500
-8% -$13.8K 0.08% 162
2025
Q3 		$172K Hold
18,753
– – 0.09% 157
2025
Q2 		$166K Hold
18,753
– – 0.09% 142
2025
Q1 		$176K Hold
18,753
– – 0.14% 111
2024
Q4 		$177K Buy
+18,753
New +$185K 0.16% 88

Other funds holding KTF

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Plan A Wealth's KTF Position: Q2 2026 in Review

Plan A Wealth held its DWS Municipal Income Trust (KTF) position steady in Q2 2026 at 17,253 shares worth $159K. The position accounts for 0.07% of the portfolio, ranked #184.

Plan A Wealth first reported a position in KTF in Q4 2024 and has held it in 7 quarters since. The position peaked at $177K in Q4 2024. 71 funds tracked by Wall St. Rank hold KTF as of Q2 2026.

  • Plan A Wealth held 17,253 shares of DWS Municipal Income Trust worth $159K as of Q2 2026.
  • Plan A Wealth left its DWS Municipal Income Trust share count unchanged in Q2 2026.
  • DWS Municipal Income Trust made up 0.07% of Plan A Wealth's portfolio in Q2 2026, its #184 holding.
  • Plan A Wealth first reported a position in DWS Municipal Income Trust in Q4 2024 and has held it in 7 quarters since.
  • Plan A Wealth's DWS Municipal Income Trust position peaked at $177K in Q4 2024.
  • 71 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.