Sowell Financial Services’s Invesco Municipal Trust VKQ Stock Holding History

Sowell Financial Services’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	–	Sell	-14,000	Closed	-$133K	–	1226
2026 Q1	$133K	Hold	14,000	–	–	﹤0.01%	1084
2025 Q4	$135K	Hold	14,000	–	–	0.01%	1069
2025 Q3	$135K	Hold	14,000	–	–	0.01%	1029
2025 Q2	$128K	Hold	14,000	–	–	0.01%	1000
2025 Q1	$135K	Buy	+14,000	New	+$138K	0.01%	961

Other funds holding VKQ

RCM

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

HWAM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sowell Financial Services's VKQ Position: Q2 2026 in Review

Sowell Financial Services sold out of Invesco Municipal Trust (VKQ) in Q2 2026, closing a stake of 14,000 shares — an estimated $133K sold.

Sowell Financial Services first reported a position in VKQ in Q1 2025 and held it in 5 quarters. The position peaked at $135K in Q4 2025. 91 funds tracked by Wall St. Rank hold VKQ as of Q2 2026.

Sowell Financial Services reported no remaining Invesco Municipal Trust position as of Q2 2026 after selling out during the quarter.
Sowell Financial Services sold 14,000 Invesco Municipal Trust shares in Q2 2026, an estimated $133K.
Sowell Financial Services first reported a position in Invesco Municipal Trust in Q1 2025 and held it in 5 quarters.
Sowell Financial Services's Invesco Municipal Trust position peaked at $135K in Q4 2025.
91 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.