Summit Financial Wealth Advisors’s DWS Municipal Income Trust KTF Stock Holding History

Summit Financial Wealth Advisors’s Portfolio KTF Stock Details KTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$207K	Hold	22,500	–	–	0.03%	213
2026 Q1	$205K	Sell	22,500 -2,900	-11%	-$26.4K	0.03%	187
2025 Q4	$231K	Hold	25,400	–	–	0.03%	176
2025 Q3	$234K	Hold	25,400	–	–	0.04%	164
2025 Q2	$225K	Hold	25,400	–	–	0.04%	158
2025 Q1	$238K	Hold	25,400	–	–	0.05%	129
2024 Q4	$243K	Hold	25,400	–	–	0.05%	135
2024 Q3	$253K	Hold	25,400	–	–	0.05%	128
2024 Q2	$241K	Sell	25,400 -500	-2%	-$4.72K	0.05%	123
2024 Q1	$234K	Sell	25,900 -3,500	-12%	-$31.4K	0.05%	119
2023 Q4	$261K	Sell	29,400 -7,137	-20%	-$58.3K	0.06%	106
2023 Q3	$292K	Hold	36,537	–	–	0.07%	98
2023 Q2	$315K	Buy	36,537 +500	+1%	+$4.32K	0.07%	98
2023 Q1	$321K	Hold	36,037	–	–	0.08%	105
2022 Q4	$310K	Sell	36,037 -600	-2%	-$5.07K	0.07%	105
2022 Q3	$294K	Sell	36,637 -2,000	-5%	-$18.6K	0.08%	101
2022 Q2	$362K	Sell	38,637 -750	-2%	-$7.08K	0.09%	98
2022 Q1	$410K	Hold	39,387	–	–	0.08%	89
2021 Q4	$462K	Hold	39,387	–	–	0.09%	89
2021 Q3	$469K	Hold	39,387	–	–	0.11%	84
2021 Q2	$482K	Buy	39,387 +13,200	+50%	+$158K	0.11%	82
2021 Q1	$305K	Hold	26,187	–	–	0.08%	86
2020 Q4	$290K	Sell	26,187 -14,200	-35%	-$159K	0.08%	84
2020 Q3	$439K	Sell	40,387 -3,000	-7%	-$33.6K	0.12%	75
2020 Q2	$474K	Sell	43,387 -9,800	-18%	-$103K	0.13%	75
2020 Q1	$540K	Sell	53,187 -9,000	-14%	-$102K	0.17%	66
2019 Q4	$726K	Hold	62,187	–	–	0.18%	69
2019 Q3	$719K	Buy	62,187 +137	+0.2%	+$1.58K	0.18%	76
2019 Q2	$699K	Sell	62,050 -1,600	-3%	-$17.8K	0.17%	86
2019 Q1	$703K	Buy	63,650 +2,000	+3%	+$21.7K	0.19%	75
2018 Q4	$635K	Sell	61,650 -10,500	-15%	-$108K	0.21%	69
2018 Q3	$734K	Sell	72,150 -14,234	-16%	-$155K	0.22%	74
2018 Q2	$968K	Hold	86,384	–	–	0.32%	64
2018 Q1	$968K	Sell	86,384 -2,500	-3%	-$28.6K	0.32%	65
2017 Q4	$1.06M	Buy	88,884 +4,300	+5%	+$51.8K	0.36%	64
2017 Q3	$1.07M	Buy	84,584 +2,300	+3%	+$30.1K	0.39%	61
2017 Q2	$1.11M	Sell	82,284 -2,000	-2%	-$27K	0.44%	59
2017 Q1	$1.12M	Sell	84,284 -8,666	-9%	-$116K	0.49%	56
2016 Q4	$1.22M	Buy	92,950 +20,700	+29%	+$274K	0.54%	51
2016 Q3	$1.02M	Buy	72,250 +6,200	+9%	+$89.9K	0.44%	59
2016 Q2	$954K	Buy	66,050 +5,350	+9%	+$75.7K	0.4%	63
2016 Q1	$849K	Buy	60,700 +1,400	+2%	+$19.4K	0.37%	58
2015 Q4	$799K	Hold	59,300	–	–	0.37%	60
2015 Q3	$775K	Buy	59,300 +17,400	+42%	+$223K	0.5%	41
2015 Q2	$528K	Buy	+41,900	New	+$555K	0.33%	53

Other funds holding KTF

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

PAW

Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

APW

Allied Private Wealth Boca Raton, Florida $156M AUM

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Summit Financial Wealth Advisors's KTF Position: Q2 2026 in Review

Summit Financial Wealth Advisors held its DWS Municipal Income Trust (KTF) position steady in Q2 2026 at 22,500 shares worth $207K. The position accounts for 0.03% of the portfolio, ranked #213.

Summit Financial Wealth Advisors first reported a position in KTF in Q2 2015 and has held it in 45 quarters since. The position peaked at $1.22M in Q4 2016. 10 funds tracked by Wall St. Rank hold KTF as of Q2 2026.

Summit Financial Wealth Advisors held 22,500 shares of DWS Municipal Income Trust worth $207K as of Q2 2026.
Summit Financial Wealth Advisors left its DWS Municipal Income Trust share count unchanged in Q2 2026.
DWS Municipal Income Trust made up 0.03% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #213 holding.
Summit Financial Wealth Advisors first reported a position in DWS Municipal Income Trust in Q2 2015 and has held it in 45 quarters since.
Summit Financial Wealth Advisors's DWS Municipal Income Trust position peaked at $1.22M in Q4 2016.
10 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.