Prospera Financial Services’s Invesco Municipal Trust VKQ Stock Holding History

Prospera Financial 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 Q2	$330K	Buy	32,821 +1,835	+6%	+$17.9K	﹤0.01%	1204
2026 Q1	$295K	Buy	30,986 +4,986	+19%	+$48.6K	﹤0.01%	1210
2025 Q4	$251K	Hold	26,000	–	–	﹤0.01%	1207
2025 Q3	$251K	Hold	26,000	–	–	﹤0.01%	1213
2025 Q2	$238K	Buy	26,000 +11,000	+73%	+$102K	﹤0.01%	1193
2025 Q1	$145K	Buy	+15,000	New	+$148K	﹤0.01%	1129
2023 Q3	–	Sell	-16,541	Closed	-$156K	–	1066
2023 Q2	$156K	Sell	16,541 -1,166	-7%	-$11.1K	0.01%	966
2023 Q1	$176K	Sell	17,707 -4,987	-22%	-$48.7K	0.01%	911
2022 Q4	$225K	Buy	22,694 +9,253	+69%	+$86.3K	0.01%	804
2022 Q3	$123K	Buy	+13,441	New	+$137K	0.01%	802
2022 Q2	–	Sell	-28,141	Closed	-$324K	–	2585
2022 Q1	$324K	Buy	28,141 +10,350	+58%	+$124K	0.01%	722
2021 Q4	$239K	Buy	17,791 +1,250	+8%	+$16.7K	0.01%	781
2021 Q3	$222K	Sell	16,541 -8,000	-33%	-$111K	0.01%	737
2021 Q2	$336K	Buy	24,541 +13,441	+121%	+$181K	0.02%	629
2021 Q1	$147K	Sell	11,100 -687	-6%	-$8.91K	0.01%	728
2020 Q4	$151K	Buy	11,787 +11,100	+1,616%	+$138K	0.01%	654
2020 Q3	$8K	Sell	687 -11,101	-94%	-$136K	﹤0.01%	1181
2020 Q2	$139K	Buy	+11,788	New	+$136K	0.01%	555
2020 Q1	–	Sell	-11,188	Closed	-$138K	–	622
2019 Q4	$138K	Sell	11,188 -4,700	-30%	-$58.1K	0.01%	580
2019 Q3	$200K	Hold	15,888	–	–	0.02%	520
2019 Q2	$196K	Hold	15,888	–	–	0.02%	495
2019 Q1	$191K	Buy	15,888 +1,688	+12%	+$19.9K	0.06%	304
2018 Q4	$158K	Hold	14,200	–	–	0.03%	374
2018 Q3	$168K	Hold	14,200	–	–	0.03%	402
2018 Q2	$168K	Sell	14,200 -2,000	-12%	-$23.5K	0.02%	436
2018 Q1	$189K	Buy	16,200 +5,500	+51%	+$65.9K	0.03%	423
2017 Q4	$134K	Hold	10,700	–	–	0.02%	383
2017 Q3	$137K	Hold	10,700	–	–	0.02%	409
2017 Q2	$137K	Sell	10,700 -1,590	-13%	-$20.2K	0.02%	406
2017 Q1	$154K	Buy	+12,290	New	+$153K	0.03%	362
2013 Q3	–	Sell	-63,150	Closed	-$806K	–	268
2013 Q2	$806K	Buy	+63,150	New	+$863K	0.37%	70

Other funds holding VKQ

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

JWA

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

MPCA

Madison Park Capital Advisors Seattle, Washington $140M AUM 16.26% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Prospera Financial Services's VKQ Position: Q2 2026 in Review

Prospera Financial Services increased its Invesco Municipal Trust (VKQ) stake by 5.9% in Q2 2026, buying an estimated $17.9K and bringing the position to 32,821 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

Prospera Financial Services first reported a position in VKQ in Q2 2013 and has held it in 31 quarters since. The position peaked at $806K in Q2 2013. 10 funds tracked by Wall St. Rank hold VKQ as of Q2 2026.

Prospera Financial Services held 32,821 shares of Invesco Municipal Trust worth $330K as of Q2 2026.
Prospera Financial Services bought 1,835 Invesco Municipal Trust shares in Q2 2026, an estimated $17.9K.
Invesco Municipal Trust made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1204 holding.
Prospera Financial Services first reported a position in Invesco Municipal Trust in Q2 2013 and has held it in 31 quarters since.
Prospera Financial Services's Invesco Municipal Trust position peaked at $806K in Q2 2013.
10 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.