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Relyea Zuckerberg Hanson’s Invesco Municipal Trust VKQ Stock Holding History

Relyea Zuckerberg Hanson’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 		– Sell
-14,539
Closed -$145K – 250
2024
Q2 		$145K Hold
14,539
– – 0.02% 227
2024
Q1 		$141K Hold
14,539
– – 0.02% 228
2023
Q4 		$139K Buy
+14,539
New +$128K 0.03% 220

Other funds holding VKQ

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
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

Relyea Zuckerberg Hanson's VKQ Position: Q3 2024 in Review

Relyea Zuckerberg Hanson sold out of Invesco Municipal Trust (VKQ) in Q3 2024, closing a stake of 14,539 shares — an estimated $145K sold.

Relyea Zuckerberg Hanson first reported a position in VKQ in Q4 2023 and held it in 3 quarters. The position peaked at $145K in Q2 2024. 104 funds tracked by Wall St. Rank hold VKQ as of Q3 2024.

  • Relyea Zuckerberg Hanson reported no remaining Invesco Municipal Trust position as of Q3 2024 after selling out during the quarter.
  • Relyea Zuckerberg Hanson sold 14,539 Invesco Municipal Trust shares in Q3 2024, an estimated $145K.
  • Relyea Zuckerberg Hanson first reported a position in Invesco Municipal Trust in Q4 2023 and held it in 3 quarters.
  • Relyea Zuckerberg Hanson's Invesco Municipal Trust position peaked at $145K in Q2 2024.
  • 104 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q3 2024.

Based on Relyea Zuckerberg Hanson's 13F filing for Q3 2024, filed 17 Oct 2024.