Rothschild Investment LLC’s DWS Municipal Income Trust KTF Stock Holding History

Rothschild Investment LLC’s Portfolio KTF Stock Details KTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$215K	Hold	23,317	–	–	0.01%	842
2026 Q1	$212K	Hold	23,317	–	–	0.01%	652
2025 Q4	$212K	Hold	23,317	–	–	0.01%	603
2025 Q3	$214K	Sell	23,317 -28,600	-55%	-$252K	0.01%	582
2025 Q2	$459K	Sell	51,917 -5,000	-9%	-$44.9K	0.03%	360
2025 Q1	$534K	Sell	56,917 -32,000	-36%	-$305K	0.04%	325
2024 Q4	$840K	Sell	88,917 -658	-0.7%	-$6.5K	0.06%	261
2024 Q3	$893K	Hold	89,575	–	–	0.06%	248
2024 Q2	$848K	Hold	89,575	–	–	0.06%	252
2024 Q1	$809K	Buy	89,575 +1,975	+2%	+$17.7K	0.06%	260
2023 Q4	$779K	Buy	+87,600	New	+$715K	0.07%	227

Other funds holding KTF

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

HWAM

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Rothschild Investment LLC's KTF Position: Q2 2026 in Review

Rothschild Investment LLC held its DWS Municipal Income Trust (KTF) position steady in Q2 2026 at 23,317 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #842.

Rothschild Investment LLC first reported a position in KTF in Q4 2023 and has held it in 11 quarters since. The position peaked at $893K in Q3 2024. 32 funds tracked by Wall St. Rank hold KTF as of Q2 2026.

Rothschild Investment LLC held 23,317 shares of DWS Municipal Income Trust worth $215K as of Q2 2026.
Rothschild Investment LLC left its DWS Municipal Income Trust share count unchanged in Q2 2026.
DWS Municipal Income Trust made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #842 holding.
Rothschild Investment LLC first reported a position in DWS Municipal Income Trust in Q4 2023 and has held it in 11 quarters since.
Rothschild Investment LLC's DWS Municipal Income Trust position peaked at $893K in Q3 2024.
32 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.