Wellspring Financial Advisors’s Invesco Municipal Trust VKQ Stock Holding History

Wellspring Financial Advisors’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
2025 Q3	–	Sell	-28,546	Closed	-$261K	–	204
2025 Q2	$261K	Hold	28,546	–	–	0.03%	123
2025 Q1	$275K	Sell	28,546 -18,000	-39%	-$177K	0.03%	104
2024 Q4	$457K	Buy	46,546 +10,500	+29%	+$105K	0.05%	79
2024 Q3	$370K	Hold	36,046	–	–	0.04%	99
2024 Q2	$359K	Hold	36,046	–	–	0.05%	98
2024 Q1	$350K	Hold	36,046	–	–	0.06%	91
2023 Q4	$344K	Buy	+36,046	New	+$318K	0.09%	92

Other funds holding VKQ

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellspring Financial Advisors's VKQ Position: Q3 2025 in Review

Wellspring Financial Advisors sold out of Invesco Municipal Trust (VKQ) in Q3 2025, closing a stake of 28,546 shares — an estimated $261K sold.

Wellspring Financial Advisors first reported a position in VKQ in Q4 2023 and held it in 7 quarters. The position peaked at $457K in Q4 2024. 94 funds tracked by Wall St. Rank hold VKQ as of Q3 2025.

Wellspring Financial Advisors reported no remaining Invesco Municipal Trust position as of Q3 2025 after selling out during the quarter.
Wellspring Financial Advisors sold 28,546 Invesco Municipal Trust shares in Q3 2025, an estimated $261K.
Wellspring Financial Advisors first reported a position in Invesco Municipal Trust in Q4 2023 and held it in 7 quarters.
Wellspring Financial Advisors's Invesco Municipal Trust position peaked at $457K in Q4 2024.
94 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q3 2025.

Based on Wellspring Financial Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.