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World Investment Advisors’s Invesco Municipal Trust VKQ Stock Holding History

World Investment 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 		$102K Sell
10,116
-17,153
-63% -$167K ﹤0.01% 1496
2026
Q1 		$260K Buy
+27,269
New +$266K ﹤0.01% 1334

Other funds holding VKQ

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

World Investment Advisors's VKQ Position: Q2 2026 in Review

World Investment Advisors reduced its Invesco Municipal Trust (VKQ) stake by 63% in Q2 2026, selling an estimated $167K and leaving 10,116 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #1496.

World Investment Advisors first reported a position in VKQ in Q1 2026 and has held it in 2 quarters since. The position peaked at $260K in Q1 2026. 91 funds tracked by Wall St. Rank hold VKQ as of Q2 2026.

  • World Investment Advisors held 10,116 shares of Invesco Municipal Trust worth $102K as of Q2 2026.
  • World Investment Advisors sold 17,153 Invesco Municipal Trust shares in Q2 2026, an estimated $167K.
  • Invesco Municipal Trust made up ﹤0.01% of World Investment Advisors's portfolio in Q2 2026, its #1496 holding.
  • World Investment Advisors first reported a position in Invesco Municipal Trust in Q1 2026 and has held it in 2 quarters since.
  • World Investment Advisors's Invesco Municipal Trust position peaked at $260K in Q1 2026.
  • 91 funds tracked by Wall St. Rank held Invesco Municipal Trust as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.