Selective Wealth Management’s Invesco Municipal Trust VKQ Stock Holding History

Selective Wealth Management’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
2022 Q4	–	Sell	-4,513	Closed	-$41K	–	701
2022 Q3	$41K	Hold	4,513	–	–	0.02%	317
2022 Q2	$46K	Hold	4,513	–	–	0.02%	334
2022 Q1	$52K	Buy	+4,513	New	+$53.9K	0.02%	295
2021 Q4	–	Sell	-741	Closed	-$10K	–	701
2021 Q3	$10K	Hold	741	–	–	0.01%	436
2021 Q2	$10K	Hold	741	–	–	0.01%	351
2021 Q1	$10K	Hold	741	–	–	0.01%	256
2020 Q4	$9K	Hold	741	–	–	0.01%	256
2020 Q3	$9K	Hold	741	–	–	0.01%	208
2020 Q2	$9K	Hold	741	–	–	0.01%	249
2020 Q1	$9K	Hold	741	–	–	0.01%	162
2019 Q4	$9K	Hold	741	–	–	0.01%	173
2019 Q3	$9K	Buy	+741	New	+$9.35K	0.01%	177
2018 Q3	$9K	Buy	+741	New	+$8.73K	0.11%	95

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

JWA

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

Selective Wealth Management's VKQ Position: Q4 2022 in Review

Selective Wealth Management sold out of Invesco Municipal Trust (VKQ) in Q4 2022, closing a stake of 4,513 shares — an estimated $41K sold.

Selective Wealth Management first reported a position in VKQ in Q3 2018 and held it in 13 quarters. The position peaked at $52K in Q1 2022. 92 funds tracked by Wall St. Rank hold VKQ as of Q4 2022.

Selective Wealth Management reported no remaining Invesco Municipal Trust position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 4,513 Invesco Municipal Trust shares in Q4 2022, an estimated $41K.
Selective Wealth Management first reported a position in Invesco Municipal Trust in Q3 2018 and held it in 13 quarters.
Selective Wealth Management's Invesco Municipal Trust position peaked at $52K in Q1 2022.
92 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.