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

Richardson 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	$5.97K	Hold	595	–	–	﹤0.01%	497
2026 Q1	$5.66K	Hold	595	–	–	﹤0.01%	516
2025 Q4	$11.5K	Hold	595	–	–	﹤0.01%	475
2025 Q3	$5.74K	Hold	595	–	–	﹤0.01%	467
2025 Q2	$5.44K	Hold	595	–	–	﹤0.01%	464
2025 Q1	$5.74K	Hold	595	–	–	﹤0.01%	447
2024 Q4	$5.84K	Sell	595 -595	-50%	-$5.96K	﹤0.01%	448
2024 Q3	$12K	Buy	1,190 +595	+100%	+$6.01K	0.01%	390
2024 Q2	$5.93K	Hold	595	–	–	﹤0.01%	431
2024 Q1	$5.77K	Buy	+595	New	+$5.67K	﹤0.01%	462

Other funds holding VKQ

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

HWAM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Richardson Financial Services held its Invesco Municipal Trust (VKQ) position steady in Q2 2026 at 595 shares worth $5.97K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Richardson Financial Services first reported a position in VKQ in Q1 2024 and has held it in 10 quarters since. The position peaked at $12K in Q3 2024. 91 funds tracked by Wall St. Rank hold VKQ as of Q2 2026.

Richardson Financial Services held 595 shares of Invesco Municipal Trust worth $5.97K as of Q2 2026.
Richardson Financial Services left its Invesco Municipal Trust share count unchanged in Q2 2026.
Invesco Municipal Trust made up ﹤0.01% of Richardson Financial Services's portfolio in Q2 2026, its #497 holding.
Richardson Financial Services first reported a position in Invesco Municipal Trust in Q1 2024 and has held it in 10 quarters since.
Richardson Financial Services's Invesco Municipal Trust position peaked at $12K in Q3 2024.
91 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.