STA
KTF

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
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 $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return