Transform Wealth’s DWS Municipal Income Trust KTF Stock Holding History

Transform Wealth’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
2025 Q1	$541K	Hold	57,714	–	–	0.03%	167
2024 Q4	$546K	Buy	+57,714	New	+$571K	0.03%	176
2024 Q1	–	Sell	-34,800	Closed	-$309K	–	235
2023 Q4	$309K	Hold	34,800	–	–	0.03%	203
2023 Q3	$268K	Sell	34,800 -34,800	-50%	-$292K	0.03%	211
2023 Q2	$599K	Hold	69,600	–	–	0.05%	167
2023 Q1	$619K	Buy	+69,600	New	+$613K	0.06%	157

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

HWAM

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

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Transform Wealth's KTF Position: Q1 2025 in Review

Transform Wealth held its DWS Municipal Income Trust (KTF) position steady in Q1 2025 at 57,714 shares worth $541K. The position accounts for 0.03% of the portfolio, ranked #167.

Transform Wealth first reported a position in KTF in Q1 2023 and has held it in 6 quarters since. The position peaked at $619K in Q1 2023. 74 funds tracked by Wall St. Rank hold KTF as of Q1 2025.

Transform Wealth held 57,714 shares of DWS Municipal Income Trust worth $541K as of Q1 2025.
Transform Wealth left its DWS Municipal Income Trust share count unchanged in Q1 2025.
DWS Municipal Income Trust made up 0.03% of Transform Wealth's portfolio in Q1 2025, its #167 holding.
Transform Wealth first reported a position in DWS Municipal Income Trust in Q1 2023 and has held it in 6 quarters since.
Transform Wealth's DWS Municipal Income Trust position peaked at $619K in Q1 2023.
74 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.