Wealthcare Advisory Partners’s Invesco Municipal Trust VKQ Stock Holding History

Wealthcare Advisory Partners’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	$181K	Sell	18,025 -3,375	-16%	-$32.9K	﹤0.01%	1043
2026 Q1	$204K	Buy	21,400 +2,123	+11%	+$20.7K	﹤0.01%	1020
2025 Q4	$186K	Buy	19,277 +123	+0.6%	+$1.19K	﹤0.01%	1025
2025 Q3	$185K	Buy	19,154 +125	+0.7%	+$1.16K	﹤0.01%	980
2025 Q2	$174K	Buy	19,029 +122	+0.6%	+$1.13K	﹤0.01%	937
2025 Q1	$182K	Buy	18,907 +1,613	+9%	+$15.9K	﹤0.01%	873
2024 Q4	$170K	Sell	17,294 -2,181	-11%	-$21.9K	﹤0.01%	866
2024 Q3	$200K	Buy	+19,475	New	+$197K	0.01%	842
2024 Q1	–	Sell	-12,932	Closed	-$123K	–	832
2023 Q4	$123K	Buy	12,932 +35	+0.3%	+$309	﹤0.01%	735
2023 Q3	$108K	Buy	12,897 +22	+0.2%	+$202	﹤0.01%	686
2023 Q2	$121K	Buy	+12,875	New	+$122K	0.01%	705
2023 Q1	–	Sell	-16,809	Closed	-$166K	–	748
2022 Q4	$166K	Buy	16,809 +36	+0.2%	+$336	0.01%	670
2022 Q3	$153K	Buy	16,773 +37	+0.2%	+$376	0.01%	579
2022 Q2	$170K	Sell	16,736 -17,639	-51%	-$183K	0.01%	540
2022 Q1	$396K	Sell	34,375 -11,128	-24%	-$133K	0.02%	353
2021 Q4	$611K	Hold	45,503	–	–	0.04%	280
2021 Q3	$610K	Hold	45,503	–	–	0.04%	281
2021 Q2	$624K	Sell	45,503 -3,712	-8%	-$50.1K	0.04%	271
2021 Q1	$650K	Buy	49,215 +14,635	+42%	+$190K	0.05%	247
2020 Q4	$443K	Buy	34,580 +17,880	+107%	+$222K	0.04%	252
2020 Q3	$201K	Buy	+16,700	New	+$205K	0.02%	337
2020 Q2	–	Sell	-4,500	Closed	-$53K	–	1315
2020 Q1	$53K	Buy	+4,500	New	+$55.7K	0.01%	505

Other funds holding VKQ

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

MPCA

Madison Park Capital Advisors Seattle, Washington $140M AUM 16.26% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Wealthcare Advisory Partners's VKQ Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Invesco Municipal Trust (VKQ) stake by 16% in Q2 2026, selling an estimated $32.9K and leaving 18,025 shares worth $181K. The position accounts for ﹤0.01% of the portfolio, ranked #1043.

Wealthcare Advisory Partners first reported a position in VKQ in Q1 2020 and has held it in 22 quarters since. The position peaked at $650K in Q1 2021. 10 funds tracked by Wall St. Rank hold VKQ as of Q2 2026.

Wealthcare Advisory Partners held 18,025 shares of Invesco Municipal Trust worth $181K as of Q2 2026.
Wealthcare Advisory Partners sold 3,375 Invesco Municipal Trust shares in Q2 2026, an estimated $32.9K.
Invesco Municipal Trust made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #1043 holding.
Wealthcare Advisory Partners first reported a position in Invesco Municipal Trust in Q1 2020 and has held it in 22 quarters since.
Wealthcare Advisory Partners's Invesco Municipal Trust position peaked at $650K in Q1 2021.
10 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.