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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
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 $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Richardson Financial Services's VKQ Position: Q1 2026 in Review

Richardson Financial Services held its Invesco Municipal Trust (VKQ) position steady in Q1 2026 at 595 shares worth $5.66K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Richardson Financial Services first reported a position in VKQ in Q1 2024 and has held it in 9 quarters since. The position peaked at $12K in Q3 2024. 92 funds tracked by Wall St. Rank hold VKQ as of Q1 2026.

  • Richardson Financial Services held 595 shares of Invesco Municipal Trust worth $5.66K as of Q1 2026.
  • Richardson Financial Services left its Invesco Municipal Trust share count unchanged in Q1 2026.
  • Invesco Municipal Trust made up ﹤0.01% of Richardson Financial Services's portfolio in Q1 2026, its #516 holding.
  • Richardson Financial Services first reported a position in Invesco Municipal Trust in Q1 2024 and has held it in 9 quarters since.
  • Richardson Financial Services's Invesco Municipal Trust position peaked at $12K in Q3 2024.
  • 92 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.