WFA
KTF

Wellspring Financial Advisors’s DWS Municipal Income Trust KTF Stock Holding History

Wellspring Financial Advisors’s Portfolio KTF Stock Details KTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$175K Sell
19,026
-7,700
-29% -$70.2K 0.01% 274
2026
Q1 		$243K Sell
26,726
-7,400
-22% -$67.4K 0.02% 242
2025
Q4 		$310K Hold
34,126
– – 0.02% 199
2025
Q3 		$313K Hold
34,126
– – 0.03% 117
2025
Q2 		$302K Buy
34,126
+6,034
+21% +$54.2K 0.03% 109
2025
Q1 		$264K Hold
28,092
– – 0.03% 107
2024
Q4 		$265K Sell
28,092
-3,100
-10% -$30.6K 0.03% 106
2024
Q3 		$311K Hold
31,192
– – 0.04% 111
2024
Q2 		$295K Buy
+31,192
New +$295K 0.04% 106
2023
Q4 		– Sell
-10,200
Closed -$78.5K – 140
2023
Q3 		$78.5K Hold
10,200
– – 0.02% 121
2023
Q2 		$87.8K Hold
10,200
– – 0.02% 116
2023
Q1 		$90.8K Hold
10,200
– – 0.03% 123
2022
Q4 		$87.8K Hold
10,200
– – 0.03% 128
2022
Q3 		$85K Hold
10,200
– – 0.03% 99
2022
Q2 		$96K Hold
10,200
– – 0.03% 99
2022
Q1 		$106K Hold
10,200
– – 0.03% 129
2021
Q4 		$121K Hold
10,200
– – 0.03% 106
2021
Q3 		$121K Sell
10,200
-4,300
-30% -$52.8K 0.04% 102
2021
Q2 		$177K Buy
+14,500
New +$174K 0.06% 94
2021
Q1 		– Sell
-24,600
Closed -$286K – 100
2020
Q4 		$286K Hold
24,600
– – 0.1% 71
2020
Q3 		$273K Buy
24,600
+11,800
+92% +$132K 0.11% 70
2020
Q2 		$138K Buy
+12,800
New +$135K 0.06% 84

Other funds holding KTF

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $366M AUM 33.66% 1-Year Est. Return

Wellspring Financial Advisors's KTF Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its DWS Municipal Income Trust (KTF) stake by 29% in Q2 2026, selling an estimated $70.2K and leaving 19,026 shares worth $175K. The position accounts for 0.01% of the portfolio, ranked #274.

Wellspring Financial Advisors first reported a position in KTF in Q2 2020 and has held it in 22 quarters since. The position peaked at $313K in Q3 2025. 13 funds tracked by Wall St. Rank hold KTF as of Q2 2026.

  • Wellspring Financial Advisors held 19,026 shares of DWS Municipal Income Trust worth $175K as of Q2 2026.
  • Wellspring Financial Advisors sold 7,700 DWS Municipal Income Trust shares in Q2 2026, an estimated $70.2K.
  • DWS Municipal Income Trust made up 0.01% of Wellspring Financial Advisors's portfolio in Q2 2026, its #274 holding.
  • Wellspring Financial Advisors first reported a position in DWS Municipal Income Trust in Q2 2020 and has held it in 22 quarters since.
  • Wellspring Financial Advisors's DWS Municipal Income Trust position peaked at $313K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held DWS Municipal Income Trust as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.