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

Summit Trail 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	$680K	Buy	73,866 +26,593	+56%	+$242K	0.01%	1136
2026 Q1	$430K	Buy	+47,273	New	+$431K	0.01%	1210
2023 Q4	–	Sell	-10,848	Closed	-$83.5K	–	580
2023 Q3	$83.5K	Sell	10,848 -2,330	-18%	-$19.6K	﹤0.01%	528
2023 Q2	$113K	Buy	+13,178	New	+$114K	﹤0.01%	520
2023 Q1	–	Sell	-18,687	Closed	-$161K	–	414
2022 Q4	$161K	Buy	+18,687	New	+$158K	0.01%	365
2018 Q3	–	Sell	-1,994	Closed	-$22K	–	373
2018 Q2	$22K	Buy	+1,994	New	+$22.1K	0.01%	374

Other funds holding KTF

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

HWAM

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Summit Trail Advisors's KTF Position: Q2 2026 in Review

Summit Trail Advisors increased its DWS Municipal Income Trust (KTF) stake by 56% in Q2 2026, buying an estimated $242K and bringing the position to 73,866 shares worth $680K. The position accounts for 0.01% of the portfolio, ranked #1136.

Summit Trail Advisors first reported a position in KTF in Q2 2018 and has held it in 6 quarters since. 71 funds tracked by Wall St. Rank hold KTF as of Q2 2026.

Summit Trail Advisors held 73,866 shares of DWS Municipal Income Trust worth $680K as of Q2 2026.
Summit Trail Advisors bought 26,593 DWS Municipal Income Trust shares in Q2 2026, an estimated $242K.
DWS Municipal Income Trust made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1136 holding.
Summit Trail Advisors first reported a position in DWS Municipal Income Trust in Q2 2018 and has held it in 6 quarters since.
71 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.