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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

HWAM

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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. 71 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.
71 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.