Whipplewood Advisors’s Invesco Municipal Trust VKQ Stock Holding History

Whipplewood 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
2026 Q2	$875K	Sell	87,183 -1,544	-2%	-$15K	0.59%	48
2026 Q1	$845K	Sell	88,727 -1,119	-1%	-$10.9K	0.44%	61
2025 Q4	$867K	Sell	89,846 -467	-0.5%	-$4.51K	0.56%	59
2025 Q3	$872K	Buy	90,313 +7,674	+9%	+$70.9K	0.57%	57
2025 Q2	$756K	Buy	82,639 +17,613	+27%	+$163K	0.42%	68
2025 Q1	$772K	Sell	65,026 -15,794	-20%	-$155K	0.46%	58
2024 Q4	$793K	Buy	+80,820	New	+$810K	0.45%	58

Other funds holding VKQ

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Whipplewood Advisors's VKQ Position: Q2 2026 in Review

Whipplewood Advisors reduced its Invesco Municipal Trust (VKQ) stake by 1.7% in Q2 2026, selling an estimated $15K and leaving 87,183 shares worth $875K. The position accounts for 0.59% of the portfolio, ranked #48.

Whipplewood Advisors first reported a position in VKQ in Q4 2024 and has held it in 7 quarters since. 91 funds tracked by Wall St. Rank hold VKQ as of Q2 2026.

Whipplewood Advisors held 87,183 shares of Invesco Municipal Trust worth $875K as of Q2 2026.
Whipplewood Advisors sold 1,544 Invesco Municipal Trust shares in Q2 2026, an estimated $15K.
Invesco Municipal Trust made up 0.59% of Whipplewood Advisors's portfolio in Q2 2026, its #48 holding.
Whipplewood Advisors first reported a position in Invesco Municipal Trust in Q4 2024 and has held it in 7 quarters since.
91 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.