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Planning Capital Management Corporation’s Invesco Municipal Trust VKQ Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$2.08K Hold
203
– – ﹤0.01% 583
2024
Q2 		$2.02K Hold
203
– – ﹤0.01% 535
2024
Q1 		$1.97K Hold
203
– – ﹤0.01% 564
2023
Q4 		$1.94K Buy
+203
New +$1.79K ﹤0.01% 562

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RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Planning Capital Management Corporation's VKQ Position: Q3 2024 in Review

Planning Capital Management Corporation held its Invesco Municipal Trust (VKQ) position steady in Q3 2024 at 203 shares worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

Planning Capital Management Corporation first reported a position in VKQ in Q4 2023 and has held it in 4 quarters since. 104 funds tracked by Wall St. Rank hold VKQ as of Q3 2024.

  • Planning Capital Management Corporation held 203 shares of Invesco Municipal Trust worth $2.08K as of Q3 2024.
  • Planning Capital Management Corporation left its Invesco Municipal Trust share count unchanged in Q3 2024.
  • Invesco Municipal Trust made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #583 holding.
  • Planning Capital Management Corporation first reported a position in Invesco Municipal Trust in Q4 2023 and has held it in 4 quarters since.
  • 104 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.