PMFA
KTF

Plante Moran Financial Advisors’s DWS Municipal Income Trust KTF Stock Holding History

Plante Moran Financial Advisors’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
2025
Q2 		– Sell
-1,000
Closed -$9.38K – 823
2025
Q1 		$9.38K Hold
1,000
– – ﹤0.01% 579
2024
Q4 		$9.45K Hold
1,000
– – ﹤0.01% 584
2024
Q3 		$9.97K Hold
1,000
– – ﹤0.01% 603
2024
Q2 		$9.47K Hold
1,000
– – ﹤0.01% 585
2024
Q1 		$9.03K Hold
1,000
– – ﹤0.01% 620
2023
Q4 		$8.89K Hold
1,000
– – ﹤0.01% 565
2023
Q3 		$7.7K Hold
1,000
– – ﹤0.01% 556
2023
Q2 		$8.61K Hold
1,000
– – ﹤0.01% 570
2023
Q1 		$8.9K Hold
1,000
– – ﹤0.01% 577
2022
Q4 		$8.61K Hold
1,000
– – ﹤0.01% 601
2022
Q3 		$8K Hold
1,000
– – ﹤0.01% 619
2022
Q2 		$9K Hold
1,000
– – ﹤0.01% 625
2022
Q1 		$10K Hold
1,000
– – ﹤0.01% 599
2021
Q4 		$12K Hold
1,000
– – ﹤0.01% 663
2021
Q3 		$12K Hold
1,000
– – ﹤0.01% 662
2021
Q2 		$12K Hold
1,000
– – ﹤0.01% 653
2021
Q1 		$12K Buy
+1,000
New +$11.6K ﹤0.01% 625

Other funds holding KTF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Plante Moran Financial Advisors's KTF Position: Q2 2025 in Review

Plante Moran Financial Advisors sold out of DWS Municipal Income Trust (KTF) in Q2 2025, closing a stake of 1,000 shares — an estimated $9.38K sold.

Plante Moran Financial Advisors first reported a position in KTF in Q1 2021 and held it in 17 quarters. The position peaked at $12K in Q4 2021. 66 funds tracked by Wall St. Rank hold KTF as of Q2 2025.

  • Plante Moran Financial Advisors reported no remaining DWS Municipal Income Trust position as of Q2 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1,000 DWS Municipal Income Trust shares in Q2 2025, an estimated $9.38K.
  • Plante Moran Financial Advisors first reported a position in DWS Municipal Income Trust in Q1 2021 and held it in 17 quarters.
  • Plante Moran Financial Advisors's DWS Municipal Income Trust position peaked at $12K in Q4 2021.
  • 66 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q2 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.