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UMB Bank’s Invesco Municipal Trust VKQ Stock Holding History

UMB Bank’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
2024
Q4 		– Sell
-2,361
Closed -$24.2K – 2188
2024
Q3 		$24.2K Hold
2,361
– – ﹤0.01% 1138
2024
Q2 		$23.5K Sell
2,361
-1,214
-34% -$11.7K ﹤0.01% 1010
2024
Q1 		$34.7K Sell
3,575
-1,080
-23% -$10.3K ﹤0.01% 908
2023
Q4 		$44.4K Buy
+4,655
New +$41K ﹤0.01% 856

Other funds holding VKQ

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UMB Bank's VKQ Position: Q4 2024 in Review

UMB Bank sold out of Invesco Municipal Trust (VKQ) in Q4 2024, closing a stake of 2,361 shares — an estimated $24.2K sold.

UMB Bank first reported a position in VKQ in Q4 2023 and held it in 4 quarters. The position peaked at $44.4K in Q4 2023. 99 funds tracked by Wall St. Rank hold VKQ as of Q4 2024.

  • UMB Bank reported no remaining Invesco Municipal Trust position as of Q4 2024 after selling out during the quarter.
  • UMB Bank sold 2,361 Invesco Municipal Trust shares in Q4 2024, an estimated $24.2K.
  • UMB Bank first reported a position in Invesco Municipal Trust in Q4 2023 and held it in 4 quarters.
  • UMB Bank's Invesco Municipal Trust position peaked at $44.4K in Q4 2023.
  • 99 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q4 2024.

Based on UMB Bank's 13F filing for Q4 2024, filed 16 Jan 2025.