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Vericrest Private Wealth’s Invesco Municipal Trust VKQ Stock Holding History

Vericrest Private Wealth’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
2026
Q1 		$108K Sell
11,308
-6,235
-36% -$60.8K 0.1% 39
2025
Q4 		$169K Buy
+17,543
New +$169K 0.15% 47

Other funds holding VKQ

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Vericrest Private Wealth's VKQ Position: Q1 2026 in Review

Vericrest Private Wealth reduced its Invesco Municipal Trust (VKQ) stake by 36% in Q1 2026, selling an estimated $60.8K and leaving 11,308 shares worth $108K. The position accounts for 0.1% of the portfolio, ranked #39.

Vericrest Private Wealth first reported a position in VKQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $169K in Q4 2025. 92 funds tracked by Wall St. Rank hold VKQ as of Q1 2026.

  • Vericrest Private Wealth held 11,308 shares of Invesco Municipal Trust worth $108K as of Q1 2026.
  • Vericrest Private Wealth sold 6,235 Invesco Municipal Trust shares in Q1 2026, an estimated $60.8K.
  • Invesco Municipal Trust made up 0.1% of Vericrest Private Wealth's portfolio in Q1 2026, its #39 holding.
  • Vericrest Private Wealth first reported a position in Invesco Municipal Trust in Q4 2025 and has held it in 2 quarters since.
  • Vericrest Private Wealth's Invesco Municipal Trust position peaked at $169K in Q4 2025.
  • 92 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q1 2026.

Based on Vericrest Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.