Stifel Financial
VKQ icon

Stifel Financial’s Invesco Municipal Trust VKQ Stock Holding History

Stifel Financial’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 		$1.23M Buy
128,941
+158
+0.1% +$1.54K ﹤0.01% 2309
2025
Q4 		$1.24M Buy
128,783
+203
+0.2% +$1.96K ﹤0.01% 2294
2025
Q3 		$1.24M Sell
128,580
-1,925
-1% -$17.8K ﹤0.01% 2254
2025
Q2 		$1.19M Buy
130,505
+91,000
+230% +$843K ﹤0.01% 2217
2025
Q1 		$381K Buy
39,505
+1,600
+4% +$15.7K ﹤0.01% 2855
2024
Q4 		$372K Buy
37,905
+26,000
+218% +$261K ﹤0.01% 2858
2024
Q3 		$122K Sell
11,905
-1,212
-9% -$12.2K ﹤0.01% 3216
2024
Q2 		$131K Hold
13,117
– – ﹤0.01% 3171
2024
Q1 		$127K Sell
13,117
-5,723
-30% -$54.6K ﹤0.01% 3162
2023
Q4 		$180K Sell
18,840
-5,272
-22% -$46.5K ﹤0.01% 3081
2023
Q3 		$201K Sell
24,112
-182
-0.7% -$1.67K ﹤0.01% 2992
2023
Q2 		$229K Buy
24,294
+2,773
+13% +$26.3K ﹤0.01% 2970
2023
Q1 		$213K Sell
21,521
-3,955
-16% -$38.6K ﹤0.01% 3014
2022
Q4 		$252K Buy
25,476
+19
+0.1% +$177 ﹤0.01% 2865
2022
Q3 		$233K Buy
25,457
+1,320
+5% +$13.4K ﹤0.01% 2866
2022
Q2 		$245K Sell
24,137
-5,747
-19% -$59.7K ﹤0.01% 2856
2022
Q1 		$344K Sell
29,884
-1,013
-3% -$12.1K ﹤0.01% 2802
2021
Q4 		$415K Buy
30,897
+11,614
+60% +$155K ﹤0.01% 2707
2021
Q3 		$258K Buy
19,283
+562
+3% +$7.76K ﹤0.01% 2997
2021
Q2 		$257K Sell
18,721
-1,006
-5% -$13.6K ﹤0.01% 3001
2021
Q1 		$260K Sell
19,727
-2,524
-11% -$32.7K ﹤0.01% 2872
2020
Q4 		$285K Sell
22,251
-4,453
-17% -$55.3K ﹤0.01% 2616
2020
Q3 		$321K Buy
26,704
+3,151
+13% +$38.7K ﹤0.01% 2357
2020
Q2 		$277K Sell
23,553
-3,284
-12% -$37.9K ﹤0.01% 2403
2020
Q1 		$315K Sell
26,837
-1,552
-5% -$19.2K ﹤0.01% 2149
2019
Q4 		$351K Sell
28,389
-752
-3% -$9.29K ﹤0.01% 2459
2019
Q3 		$366K Sell
29,141
-76
-0.3% -$959 ﹤0.01% 2329
2019
Q2 		$360K Buy
29,217
+2,751
+10% +$33.3K ﹤0.01% 2392
2019
Q1 		$320K Buy
26,466
+6,547
+33% +$77.2K ﹤0.01% 2320
2018
Q4 		$224K Sell
19,919
-2,388
-11% -$26.5K ﹤0.01% 2404
2018
Q3 		$258K Buy
22,307
+3,402
+18% +$40.1K ﹤0.01% 2445
2018
Q2 		$223K Buy
18,905
+380
+2% +$4.47K ﹤0.01% 2490
2018
Q1 		$215K Buy
18,525
+2,691
+17% +$32.3K ﹤0.01% 2439
2017
Q4 		$198K Sell
15,834
-5,050
-24% -$63.1K ﹤0.01% 2446
2017
Q3 		$265K Sell
20,884
-27,083
-56% -$349K ﹤0.01% 2221
2017
Q2 		$615K Buy
47,967
+1,708
+4% +$21.7K ﹤0.01% 1754
2017
Q1 		$581K Buy
46,259
+8,769
+23% +$110K ﹤0.01% 1731
2016
Q4 		$461K Sell
37,490
-1,269
-3% -$16K ﹤0.01% 1824
2016
Q3 		$535K Buy
38,759
+9,000
+30% +$125K ﹤0.01% 1695
2016
Q2 		$423K Buy
+29,759
New +$405K ﹤0.01% 1859

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

Stifel Financial's VKQ Position: Q1 2026 in Review

Stifel Financial increased its Invesco Municipal Trust (VKQ) stake by 0.12% in Q1 2026, buying an estimated $1.54K and bringing the position to 128,941 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #2309.

Stifel Financial first reported a position in VKQ in Q2 2016 and has held it in 40 quarters since. The position peaked at $1.24M in Q4 2025. 92 funds tracked by Wall St. Rank hold VKQ as of Q1 2026.

  • Stifel Financial held 128,941 shares of Invesco Municipal Trust worth $1.23M as of Q1 2026.
  • Stifel Financial bought 158 Invesco Municipal Trust shares in Q1 2026, an estimated $1.54K.
  • Invesco Municipal Trust made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2309 holding.
  • Stifel Financial first reported a position in Invesco Municipal Trust in Q2 2016 and has held it in 40 quarters since.
  • Stifel Financial's Invesco Municipal Trust position peaked at $1.24M in Q4 2025.
  • 92 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.