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Sunbelt Securities’s Invesco Municipal Trust VKQ Stock Holding History

Sunbelt Securities’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
2022
Q1 		– Sell
-15,864
Closed -$190K – 487
2021
Q4 		$190K Buy
15,864
+531
+3% +$7.08K 0.03% 447
2021
Q3 		$209K Hold
15,333
– – 0.04% 421
2021
Q2 		$209K Hold
15,333
– – 0.04% 419
2021
Q1 		$202K Hold
15,333
– – 0.04% 401
2020
Q4 		$197K Buy
+15,333
New +$190K 0.04% 375
2020
Q1 		– Sell
-29,854
Closed -$369K – 647
2019
Q4 		$369K Sell
29,854
-8,409
-22% -$104K 0.04% 391
2019
Q3 		$482K Buy
+38,263
New +$483K 0.05% 305

Other funds holding VKQ

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Sunbelt Securities's VKQ Position: Q1 2022 in Review

Sunbelt Securities sold out of Invesco Municipal Trust (VKQ) in Q1 2022, closing a stake of 15,864 shares — an estimated $190K sold.

Sunbelt Securities first reported a position in VKQ in Q3 2019 and held it in 7 quarters. The position peaked at $482K in Q3 2019. 90 funds tracked by Wall St. Rank hold VKQ as of Q1 2022.

  • Sunbelt Securities reported no remaining Invesco Municipal Trust position as of Q1 2022 after selling out during the quarter.
  • Sunbelt Securities sold 15,864 Invesco Municipal Trust shares in Q1 2022, an estimated $190K.
  • Sunbelt Securities first reported a position in Invesco Municipal Trust in Q3 2019 and held it in 7 quarters.
  • Sunbelt Securities's Invesco Municipal Trust position peaked at $482K in Q3 2019.
  • 90 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q1 2022.

Based on Sunbelt Securities's 13F filing for Q1 2022, filed 16 May 2022.