SFS
VKQ icon

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
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
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Sowell Financial Services's VKQ Position: Q1 2026 in Review

Sowell Financial Services held its Invesco Municipal Trust (VKQ) position steady in Q1 2026 at 14,000 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #1084.

Sowell Financial Services first reported a position in VKQ in Q1 2025 and has held it in 5 quarters since. The position peaked at $135K in Q4 2025. 92 funds tracked by Wall St. Rank hold VKQ as of Q1 2026.

  • Sowell Financial Services held 14,000 shares of Invesco Municipal Trust worth $133K as of Q1 2026.
  • Sowell Financial Services left its Invesco Municipal Trust share count unchanged in Q1 2026.
  • Invesco Municipal Trust made up ﹤0.01% of Sowell Financial Services's portfolio in Q1 2026, its #1084 holding.
  • Sowell Financial Services first reported a position in Invesco Municipal Trust in Q1 2025 and has held it in 5 quarters since.
  • Sowell Financial Services's Invesco Municipal Trust position peaked at $135K in Q4 2025.
  • 92 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.