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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

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

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. 91 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.
  • 91 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.