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Running Point Capital Advisors’s Invesco Municipal Trust VKQ Stock Holding History

Running Point Capital Advisors’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
2023
Q1 		– Sell
-10,000
Closed -$99K – 205
2022
Q4 		$99K Hold
10,000
– – 0.06% 142
2022
Q3 		$91K Hold
10,000
– – 0.06% 135
2022
Q2 		$102K Hold
10,000
– – 0.07% 130
2022
Q1 		$115K Buy
+10,000
New +$119K 0.07% 127

Other funds holding VKQ

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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Running Point Capital Advisors's VKQ Position: Q1 2023 in Review

Running Point Capital Advisors sold out of Invesco Municipal Trust (VKQ) in Q1 2023, closing a stake of 10,000 shares — an estimated $99K sold.

Running Point Capital Advisors first reported a position in VKQ in Q1 2022 and held it in 4 quarters. The position peaked at $115K in Q1 2022. 80 funds tracked by Wall St. Rank hold VKQ as of Q1 2023.

  • Running Point Capital Advisors reported no remaining Invesco Municipal Trust position as of Q1 2023 after selling out during the quarter.
  • Running Point Capital Advisors sold 10,000 Invesco Municipal Trust shares in Q1 2023, an estimated $99K.
  • Running Point Capital Advisors first reported a position in Invesco Municipal Trust in Q1 2022 and held it in 4 quarters.
  • Running Point Capital Advisors's Invesco Municipal Trust position peaked at $115K in Q1 2022.
  • 80 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q1 2023.

Based on Running Point Capital Advisors's 13F filing for Q1 2023, filed 10 May 2023.