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Summit Trail Advisors’s Invesco Municipal Trust VKQ Stock Holding History

Summit Trail 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 		$688K Buy
+72,295
New +$705K 0.01% 1068
2025
Q4 		– Sell
-14,083
Closed -$136K – 1380
2025
Q3 		$136K Buy
14,083
+327
+2% +$3.02K ﹤0.01% 1317
2025
Q2 		$126K Buy
13,756
+1,039
+8% +$9.62K ﹤0.01% 1085
2025
Q1 		$123K Buy
12,717
+354
+3% +$3.48K ﹤0.01% 404
2024
Q4 		$121K Sell
12,363
-157
-1% -$1.57K ﹤0.01% 376
2024
Q3 		$128K Buy
+12,520
New +$126K ﹤0.01% 694
2024
Q2 		– Sell
-19,088
Closed -$185K – 672
2024
Q1 		$185K Sell
19,088
-2,367
-11% -$22.6K ﹤0.01% 563
2023
Q4 		$204K Buy
+21,455
New +$189K 0.01% 498

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

Summit Trail Advisors's VKQ Position: Q1 2026 in Review

Summit Trail Advisors opened a new position in Invesco Municipal Trust (VKQ) in Q1 2026: 72,295 shares worth $688K. The stake represents 0.01% of the portfolio and ranks #1068 among its holdings. This is a return to the name: Summit Trail Advisors previously reported a position in VKQ as recently as Q3 2025.

Summit Trail Advisors first reported a position in VKQ in Q4 2023 and has held it in 8 quarters since. 92 funds tracked by Wall St. Rank hold VKQ as of Q1 2026.

  • Summit Trail Advisors held 72,295 shares of Invesco Municipal Trust worth $688K as of Q1 2026.
  • Invesco Municipal Trust was a new Summit Trail Advisors position in Q1 2026.
  • Invesco Municipal Trust made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1068 holding.
  • Summit Trail Advisors first reported a position in Invesco Municipal Trust in Q4 2023 and has held it in 8 quarters since.
  • 92 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.