Seamount Financial Group’s Invesco Municipal Trust VKQ Stock Holding History

Seamount Financial Group’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	$740K	Hold	73,688	–	–	0.3%	73
2026 Q1	$702K	Sell	73,688 -3,969	-5%	-$38.7K	0.32%	70
2025 Q4	$749K	Sell	77,657 -6,231	-7%	-$60.2K	0.34%	66
2025 Q3	$810K	Hold	83,888	–	–	0.38%	62
2025 Q2	$768K	Hold	83,888	–	–	0.39%	59
2025 Q1	$810K	Buy	83,888 +2,030	+2%	+$20K	0.55%	47
2024 Q4	$803K	Buy	81,858 +1,287	+2%	+$12.9K	0.55%	46
2024 Q3	$827K	Hold	80,571	–	–	0.62%	43
2024 Q2	$802K	Hold	80,571	–	–	0.65%	43
2024 Q1	$782K	Hold	80,571	–	–	0.69%	39
2023 Q4	$768K	Buy	+80,571	New	+$710K	0.74%	35

Other funds holding VKQ

HWAM

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

WAAG

Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

MPCA

Madison Park Capital Advisors Seattle, Washington $140M AUM 16.26% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

MWM

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

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Seamount Financial Group's VKQ Position: Q2 2026 in Review

Seamount Financial Group held its Invesco Municipal Trust (VKQ) position steady in Q2 2026 at 73,688 shares worth $740K. The position accounts for 0.3% of the portfolio, ranked #73.

Seamount Financial Group first reported a position in VKQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $827K in Q3 2024. 18 funds tracked by Wall St. Rank hold VKQ as of Q2 2026.

Seamount Financial Group held 73,688 shares of Invesco Municipal Trust worth $740K as of Q2 2026.
Seamount Financial Group left its Invesco Municipal Trust share count unchanged in Q2 2026.
Invesco Municipal Trust made up 0.3% of Seamount Financial Group's portfolio in Q2 2026, its #73 holding.
Seamount Financial Group first reported a position in Invesco Municipal Trust in Q4 2023 and has held it in 11 quarters since.
Seamount Financial Group's Invesco Municipal Trust position peaked at $827K in Q3 2024.
18 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.