UBS Group
KTF

UBS Group’s DWS Municipal Income Trust KTF Stock Holding History

UBS Group’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 		$520K Sell
57,138
-2,590
-4% -$23.6K ﹤0.01% 6057
2025
Q4 		$543K Sell
59,728
-13,637
-19% -$125K ﹤0.01% 6028
2025
Q3 		$673K Buy
73,365
+935
+1% +$8.24K ﹤0.01% 5877
2025
Q2 		$640K Buy
72,430
+253
+0.4% +$2.27K ﹤0.01% 5809
2025
Q1 		$677K Sell
72,177
-388
-0.5% -$3.69K ﹤0.01% 5605
2024
Q4 		$686K Sell
72,565
-702
-1% -$6.94K ﹤0.01% 5622
2024
Q3 		$730K Sell
73,267
-2,814
-4% -$27.4K ﹤0.01% 4923
2024
Q2 		$720K Sell
76,081
-7,776
-9% -$73.4K ﹤0.01% 4713
2024
Q1 		$757K Sell
83,857
-3,787
-4% -$34K ﹤0.01% 4841
2023
Q4 		$779K Sell
87,644
-33,747
-28% -$276K ﹤0.01% 4706
2023
Q3 		$935K Sell
121,391
-6,578
-5% -$55.3K ﹤0.01% 4131
2023
Q2 		$1.1M Sell
127,969
-1,616
-1% -$14K ﹤0.01% 4153
2023
Q1 		$1.15M Sell
129,585
-24,889
-16% -$219K ﹤0.01% 3980
2022
Q4 		$1.33M Sell
154,474
-41,836
-21% -$354K ﹤0.01% 3799
2022
Q3 		$1.63M Sell
196,310
-22,546
-10% -$209K ﹤0.01% 3328
2022
Q2 		$2.06M Buy
218,856
+11,680
+6% +$110K ﹤0.01% 3125
2022
Q1 		$2.16M Sell
207,176
-7,221
-3% -$78.6K ﹤0.01% 3359
2021
Q4 		$2.54M Buy
214,397
+8,789
+4% +$104K ﹤0.01% 3521
2021
Q3 		$2.45M Buy
205,608
+5,506
+3% +$67.6K ﹤0.01% 3405
2021
Q2 		$2.45M Sell
200,102
-5,284
-3% -$63.2K ﹤0.01% 3393
2021
Q1 		$2.39M Buy
205,386
+6,410
+3% +$74K ﹤0.01% 3384
2020
Q4 		$2.31M Sell
198,976
-1,483
-0.7% -$16.6K ﹤0.01% 3279
2020
Q3 		$2.22M Sell
200,459
-338
-0.2% -$3.78K ﹤0.01% 2947
2020
Q2 		$2.17M Sell
200,797
-12,951
-6% -$136K ﹤0.01% 2792
2020
Q1 		$2.3M Buy
213,748
+47,422
+29% +$536K ﹤0.01% 2632
2019
Q4 		$1.88M Buy
166,326
+23,141
+16% +$265K ﹤0.01% 3603
2019
Q3 		$1.66M Sell
143,185
-26,587
-16% -$307K ﹤0.01% 3488
2019
Q2 		$1.91M Sell
169,772
-32,225
-16% -$359K ﹤0.01% 3186
2019
Q1 		$2.23M Sell
201,997
-22,411
-10% -$243K ﹤0.01% 2900
2018
Q4 		$2.31M Sell
224,408
-45,772
-17% -$470K ﹤0.01% 2893
2018
Q3 		$2.83M Sell
270,180
-24,495
-8% -$266K ﹤0.01% 2880
2018
Q2 		$3.25M Sell
294,675
-7,178
-2% -$79.5K ﹤0.01% 2724
2018
Q1 		$3.38M Sell
301,853
-11,547
-4% -$132K ﹤0.01% 2677
2017
Q4 		$3.73M Sell
313,400
-218,459
-41% -$2.63M ﹤0.01% 2642
2017
Q3 		$6.76M Sell
531,859
-63,057
-11% -$826K ﹤0.01% 1926
2017
Q2 		$8.03M Sell
594,916
-42,398
-7% -$572K ﹤0.01% 1728
2017
Q1 		$8.44M Buy
637,314
+23,427
+4% +$313K ﹤0.01% 1638
2016
Q4 		$8.05M Buy
613,887
+131,634
+27% +$1.74M ﹤0.01% 1690
2016
Q3 		$6.79M Buy
482,253
+3,484
+0.7% +$50.5K ﹤0.01% 1737
2016
Q2 		$6.92M Buy
478,769
+12,251
+3% +$173K ﹤0.01% 1671
2016
Q1 		$6.52M Buy
466,518
+22,406
+5% +$310K ﹤0.01% 1644
2015
Q4 		$5.99M Buy
444,112
+13,671
+3% +$182K ﹤0.01% 1812
2015
Q3 		$5.63M Buy
430,441
+53,286
+14% +$682K ﹤0.01% 1821
2015
Q2 		$4.76M Buy
377,155
+117,955
+46% +$1.56M ﹤0.01% 2132
2015
Q1 		$3.63M Sell
259,200
-15,285
-6% -$211K ﹤0.01% 2363
2014
Q4 		$3.67M Buy
+274,485
New +$3.67M ﹤0.01% 2355

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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group's KTF Position: Q1 2026 in Review

UBS Group reduced its DWS Municipal Income Trust (KTF) stake by 4.3% in Q1 2026, selling an estimated $23.6K and leaving 57,138 shares worth $520K. The position accounts for ﹤0.01% of the portfolio, ranked #6057.

UBS Group first reported a position in KTF in Q4 2014 and has held it in 46 quarters since. The position peaked at $8.44M in Q1 2017. 63 funds tracked by Wall St. Rank hold KTF as of Q1 2026.

  • UBS Group held 57,138 shares of DWS Municipal Income Trust worth $520K as of Q1 2026.
  • UBS Group sold 2,590 DWS Municipal Income Trust shares in Q1 2026, an estimated $23.6K.
  • DWS Municipal Income Trust made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6057 holding.
  • UBS Group first reported a position in DWS Municipal Income Trust in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's DWS Municipal Income Trust position peaked at $8.44M in Q1 2017.
  • 63 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.