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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
Q2 		$114K Hold
11,308
– – 0.1% 44
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 $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vericrest Private Wealth's VKQ Position: Q2 2026 in Review

Vericrest Private Wealth held its Invesco Municipal Trust (VKQ) position steady in Q2 2026 at 11,308 shares worth $114K. The position accounts for 0.1% of the portfolio, ranked #44.

Vericrest Private Wealth first reported a position in VKQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $169K in Q4 2025. 91 funds tracked by Wall St. Rank hold VKQ as of Q2 2026.

  • Vericrest Private Wealth held 11,308 shares of Invesco Municipal Trust worth $114K as of Q2 2026.
  • Vericrest Private Wealth left its Invesco Municipal Trust share count unchanged in Q2 2026.
  • Invesco Municipal Trust made up 0.1% of Vericrest Private Wealth's portfolio in Q2 2026, its #44 holding.
  • Vericrest Private Wealth first reported a position in Invesco Municipal Trust in Q4 2025 and has held it in 3 quarters since.
  • Vericrest Private Wealth's Invesco Municipal Trust position peaked at $169K in Q4 2025.
  • 91 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q2 2026.

Based on Vericrest Private Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.