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Simon Quick Advisors’s Invesco Municipal Trust VKQ Stock Holding History

Simon Quick 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
2025
Q2 		– Sell
-19,972
Closed -$193K – 641
2025
Q1 		$193K Buy
19,972
+661
+3% +$6.51K 0.01% 575
2024
Q4 		$189K Buy
19,311
+834
+5% +$8.36K 0.01% 457
2024
Q3 		$190K Buy
18,477
+1,015
+6% +$10.3K 0.01% 410
2024
Q2 		$174K Sell
17,462
-8,332
-32% -$80.1K 0.01% 366
2024
Q1 		$250K Buy
25,794
+3,013
+13% +$28.7K 0.02% 342
2023
Q4 		$217K Buy
+22,781
New +$201K 0.02% 299

Other funds holding VKQ

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Simon Quick Advisors's VKQ Position: Q2 2025 in Review

Simon Quick Advisors sold out of Invesco Municipal Trust (VKQ) in Q2 2025, closing a stake of 19,972 shares — an estimated $193K sold.

Simon Quick Advisors first reported a position in VKQ in Q4 2023 and held it in 6 quarters. The position peaked at $250K in Q1 2024. 98 funds tracked by Wall St. Rank hold VKQ as of Q2 2025.

  • Simon Quick Advisors reported no remaining Invesco Municipal Trust position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 19,972 Invesco Municipal Trust shares in Q2 2025, an estimated $193K.
  • Simon Quick Advisors first reported a position in Invesco Municipal Trust in Q4 2023 and held it in 6 quarters.
  • Simon Quick Advisors's Invesco Municipal Trust position peaked at $250K in Q1 2024.
  • 98 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.