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

Spire 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
2026 Q2	$8.03K	Hold	800	–	–	﹤0.01%	1709
2026 Q1	$7.62K	Hold	800	–	–	﹤0.01%	1716
2025 Q4	$7.72K	Hold	800	–	–	﹤0.01%	1799
2025 Q3	$7.72K	Hold	800	–	–	﹤0.01%	1850
2025 Q2	$7.32K	Hold	800	–	–	﹤0.01%	1825
2025 Q1	$7.72K	Buy	+800	New	+$7.88K	﹤0.01%	1922
2022 Q4	–	Sell	-2,581	Closed	-$24K	–	2410
2022 Q3	$24K	Hold	2,581	–	–	﹤0.01%	1267
2022 Q2	$26K	Sell	2,581 -5,162	-67%	-$53.6K	﹤0.01%	1567
2022 Q1	$89K	Hold	7,743	–	–	﹤0.01%	1207
2021 Q4	$104K	Hold	7,743	–	–	﹤0.01%	1391
2021 Q3	$104K	Hold	7,743	–	–	﹤0.01%	1181
2021 Q2	$106K	Hold	7,743	–	–	﹤0.01%	1165
2021 Q1	$102K	Buy	+7,743	New	+$100K	﹤0.01%	1397

Other funds holding VKQ

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

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

Spire Wealth Management's VKQ Position: Q2 2026 in Review

Spire Wealth Management held its Invesco Municipal Trust (VKQ) position steady in Q2 2026 at 800 shares worth $8.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1709.

Spire Wealth Management first reported a position in VKQ in Q1 2021 and has held it in 13 quarters since. The position peaked at $106K in Q2 2021. 91 funds tracked by Wall St. Rank hold VKQ as of Q2 2026.

Spire Wealth Management held 800 shares of Invesco Municipal Trust worth $8.03K as of Q2 2026.
Spire Wealth Management left its Invesco Municipal Trust share count unchanged in Q2 2026.
Invesco Municipal Trust made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1709 holding.
Spire Wealth Management first reported a position in Invesco Municipal Trust in Q1 2021 and has held it in 13 quarters since.
Spire Wealth Management's Invesco Municipal Trust position peaked at $106K in Q2 2021.
91 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.