Powell Investment Advisors’s Invesco Municipal Trust VKQ Stock Holding History

Powell Investment Advisors’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
2022 Q1	–	Sell	-50,179	Closed	-$674K	–	138
2021 Q4	$674K	Buy	50,179 +583	+1%	+$7.77K	0.38%	39
2021 Q3	$665K	Buy	49,596 +561	+1%	+$7.75K	0.41%	34
2021 Q2	$673K	Buy	49,035 +582	+1%	+$7.85K	0.41%	32
2021 Q1	$640K	Buy	48,453 +585	+1%	+$7.59K	0.42%	33
2020 Q4	$614K	Buy	47,868 +592	+1%	+$7.35K	0.47%	32
2020 Q3	$568K	Buy	47,276 +564	+1%	+$6.92K	0.49%	33
2020 Q2	$549K	Buy	46,712 +595	+1%	+$6.87K	0.53%	35
2020 Q1	$540K	Sell	46,117 -7,626	-14%	-$94.3K	0.65%	32
2019 Q4	$664K	Buy	+53,743	New	+$664K	0.69%	31

Other funds holding VKQ

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Powell Investment Advisors's VKQ Position: Q1 2022 in Review

Powell Investment Advisors sold out of Invesco Municipal Trust (VKQ) in Q1 2022, closing a stake of 50,179 shares — an estimated $674K sold.

Powell Investment Advisors first reported a position in VKQ in Q4 2019 and held it in 9 quarters. The position peaked at $674K in Q4 2021. 90 funds tracked by Wall St. Rank hold VKQ as of Q1 2022.

Powell Investment Advisors reported no remaining Invesco Municipal Trust position as of Q1 2022 after selling out during the quarter.
Powell Investment Advisors sold 50,179 Invesco Municipal Trust shares in Q1 2022, an estimated $674K.
Powell Investment Advisors first reported a position in Invesco Municipal Trust in Q4 2019 and held it in 9 quarters.
Powell Investment Advisors's Invesco Municipal Trust position peaked at $674K in Q4 2021.
90 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q1 2022.

Based on Powell Investment Advisors's 13F filing for Q1 2022, filed 9 May 2022.