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Wealthspire Advisors (New York)’s Invesco Municipal Trust VKQ Stock Holding History

Wealthspire Advisors (New York)’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 		– Sell
-11,500
Closed -$111K – 1100
2025
Q4 		$111K Hold
11,500
– – ﹤0.01% 999
2025
Q3 		$111K Hold
11,500
– – ﹤0.01% 982
2025
Q2 		$105K Sell
11,500
-32,785
-74% -$304K ﹤0.01% 822
2025
Q1 		$427K Hold
44,285
– – ﹤0.01% 557
2024
Q4 		$434K Hold
44,285
– – ﹤0.01% 550
2024
Q3 		$454K Hold
44,285
– – ﹤0.01% 512
2024
Q2 		$441K Buy
+44,285
New +$426K 0.01% 455

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GC
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UBS Group
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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

Wealthspire Advisors (New York)'s VKQ Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Invesco Municipal Trust (VKQ) in Q1 2026, closing a stake of 11,500 shares — an estimated $111K sold.

Wealthspire Advisors (New York) first reported a position in VKQ in Q2 2024 and held it in 7 quarters. The position peaked at $454K in Q3 2024. 92 funds tracked by Wall St. Rank hold VKQ as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining Invesco Municipal Trust position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 11,500 Invesco Municipal Trust shares in Q1 2026, an estimated $111K.
  • Wealthspire Advisors (New York) first reported a position in Invesco Municipal Trust in Q2 2024 and held it in 7 quarters.
  • Wealthspire Advisors (New York)'s Invesco Municipal Trust position peaked at $454K in Q3 2024.
  • 92 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.