Stratos Wealth Advisors’s Invesco Municipal Trust VKQ Stock Holding History

Stratos Wealth Advisors’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	$845K	Sell	88,727 -105,817	-54%	-$1.03M	0.05%	290
2025 Q4	$1.88M	Sell	194,544 -3,865	-2%	-$37.3K	0.09%	219
2025 Q3	$1.91M	Sell	198,409 -368	-0.2%	-$3.4K	0.09%	225
2025 Q2	$1.82M	Sell	198,777 -6,409	-3%	-$59.3K	0.1%	224
2025 Q1	$1.98M	Buy	205,186 +2,519	+1%	+$24.8K	0.11%	181
2024 Q4	$1.99M	Sell	202,667 -5,049	-2%	-$50.6K	0.1%	218
2024 Q3	$2.13M	Buy	207,716 +97,273	+88%	+$983K	0.1%	225
2024 Q2	$1.1M	Buy	+110,443	New	+$1.06M	0.05%	315

Other funds holding VKQ

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Stratos Wealth Advisors's VKQ Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its Invesco Municipal Trust (VKQ) stake by 54% in Q1 2026, selling an estimated $1.03M and leaving 88,727 shares worth $845K. The position accounts for 0.05% of the portfolio, ranked #290.

Stratos Wealth Advisors first reported a position in VKQ in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.13M in Q3 2024. 92 funds tracked by Wall St. Rank hold VKQ as of Q1 2026.

Stratos Wealth Advisors held 88,727 shares of Invesco Municipal Trust worth $845K as of Q1 2026.
Stratos Wealth Advisors sold 105,817 Invesco Municipal Trust shares in Q1 2026, an estimated $1.03M.
Invesco Municipal Trust made up 0.05% of Stratos Wealth Advisors's portfolio in Q1 2026, its #290 holding.
Stratos Wealth Advisors first reported a position in Invesco Municipal Trust in Q2 2024 and has held it in 8 quarters since.
Stratos Wealth Advisors's Invesco Municipal Trust position peaked at $2.13M in Q3 2024.
92 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.