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Steward Partners Investment Advisory’s Invesco Municipal Trust VKQ Stock Holding History

Steward Partners Investment Advisory’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 		$1.34M Buy
140,481
+1,044
+0.7% +$10.2K 0.01% 1017
2025
Q4 		$1.35M Buy
139,437
+847
+0.6% +$8.18K 0.01% 937
2025
Q3 		$1.34M Buy
138,590
+94,574
+215% +$874K 0.01% 928
2025
Q2 		$403K Buy
44,016
+38,977
+774% +$361K ﹤0.01% 1401
2025
Q1 		$48.6K Hold
5,039
– – ﹤0.01% 2395
2024
Q4 		$49.4K Hold
5,039
– – ﹤0.01% 2340
2024
Q3 		$51.7K Hold
5,039
– – ﹤0.01% 2219
2024
Q2 		$50.2K Sell
5,039
-609
-11% -$5.85K ﹤0.01% 2100
2024
Q1 		$54.8K Buy
5,648
+4,097
+264% +$39.1K ﹤0.01% 2068
2023
Q4 		$14.8K Hold
1,551
– – ﹤0.01% 2536
2023
Q3 		$12.9K Hold
1,551
– – ﹤0.01% 2486
2023
Q2 		$14.6K Hold
1,551
– – ﹤0.01% 2433
2023
Q1 		$15.4K Hold
1,551
– – ﹤0.01% 2366
2022
Q4 		$15.4K Hold
1,551
– – ﹤0.01% 2367
2022
Q3 		$14K Hold
1,551
– – ﹤0.01% 2398
2022
Q2 		$16K Sell
1,551
-246
-14% -$2.56K ﹤0.01% 2330
2022
Q1 		$21K Buy
+1,797
New +$21.5K ﹤0.01% 2350
2021
Q2 		– Sell
-800
Closed -$10.6K – 7422
2021
Q1 		$10.6K Buy
+800
New +$10.4K ﹤0.01% 2759
2018
Q3 		– Sell
-6,261
Closed -$74K – 2712
2018
Q2 		$74K Buy
+6,261
New +$73.6K ﹤0.01% 945
2017
Q4 		– Sell
-313
Closed -$3K – 1954
2017
Q3 		$3K Hold
313
– – ﹤0.01% 1438
2017
Q2 		$4K Buy
+313
New +$3.98K ﹤0.01% 1299

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

Steward Partners Investment Advisory's VKQ Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Invesco Municipal Trust (VKQ) stake by 0.75% in Q1 2026, buying an estimated $10.2K and bringing the position to 140,481 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #1017.

Steward Partners Investment Advisory first reported a position in VKQ in Q2 2017 and has held it in 21 quarters since. The position peaked at $1.35M in Q4 2025. 92 funds tracked by Wall St. Rank hold VKQ as of Q1 2026.

  • Steward Partners Investment Advisory held 140,481 shares of Invesco Municipal Trust worth $1.34M as of Q1 2026.
  • Steward Partners Investment Advisory bought 1,044 Invesco Municipal Trust shares in Q1 2026, an estimated $10.2K.
  • Invesco Municipal Trust made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1017 holding.
  • Steward Partners Investment Advisory first reported a position in Invesco Municipal Trust in Q2 2017 and has held it in 21 quarters since.
  • Steward Partners Investment Advisory's Invesco Municipal Trust position peaked at $1.35M in Q4 2025.
  • 92 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.