U.S. Capital Wealth Advisors’s DWS Municipal Income Trust KTF Stock Holding History

U.S. Capital Wealth 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	–	Sell	-42,560	Closed	-$387K	–	1050
2025 Q4	$387K	Sell	42,560 -18,300	-30%	-$168K	0.01%	726
2025 Q3	$558K	Hold	60,860	–	–	0.02%	610
2025 Q2	$538K	Hold	60,860	–	–	0.02%	577
2025 Q1	$571K	Sell	60,860 -1,000	-2%	-$9.52K	0.02%	558
2024 Q4	$585K	Hold	61,860	–	–	0.02%	529
2024 Q3	$617K	Sell	61,860 -4,675	-7%	-$45.6K	0.02%	432
2024 Q2	$630K	Sell	66,535 -11,150	-14%	-$105K	0.02%	414
2024 Q1	$701K	Buy	77,685 +9,950	+15%	+$89.3K	0.03%	404
2023 Q4	$602K	Sell	67,735 -9,950	-13%	-$81.2K	0.02%	415
2023 Q3	$598K	Hold	77,685	–	–	0.03%	400
2023 Q2	$669K	Hold	77,685	–	–	0.03%	394
2023 Q1	$691K	Sell	77,685 -24,044	-24%	-$212K	0.03%	378
2022 Q4	$876K	Buy	101,729 +11,449	+13%	+$96.8K	0.04%	353
2022 Q3	$751K	Sell	90,280 -18,970	-17%	-$176K	0.04%	384
2022 Q2	$1.03M	Sell	109,250 -5,000	-4%	-$47.2K	0.05%	346
2022 Q1	$1.19M	Sell	114,250 -2,000	-2%	-$21.8K	0.04%	364
2021 Q4	$1.37M	Hold	116,250	–	–	0.05%	335
2021 Q3	$1.38M	Buy	+116,250	New	+$1.43M	0.06%	325

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

1CP

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

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

U.S. Capital Wealth Advisors's KTF Position: Q1 2026 in Review

U.S. Capital Wealth Advisors sold out of DWS Municipal Income Trust (KTF) in Q1 2026, closing a stake of 42,560 shares — an estimated $387K sold.

U.S. Capital Wealth Advisors first reported a position in KTF in Q3 2021 and held it in 18 quarters. The position peaked at $1.38M in Q3 2021. 63 funds tracked by Wall St. Rank hold KTF as of Q1 2026.

U.S. Capital Wealth Advisors reported no remaining DWS Municipal Income Trust position as of Q1 2026 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 42,560 DWS Municipal Income Trust shares in Q1 2026, an estimated $387K.
U.S. Capital Wealth Advisors first reported a position in DWS Municipal Income Trust in Q3 2021 and held it in 18 quarters.
U.S. Capital Wealth Advisors's DWS Municipal Income Trust position peaked at $1.38M in Q3 2021.
63 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.