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VKQ icon

XML Financial’s Invesco Municipal Trust VKQ Stock Holding History

XML Financial’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
2023
Q3 		– Sell
-11,880
Closed -$112K – 343
2023
Q2 		$112K Hold
11,880
– – 0.01% 331
2023
Q1 		$118K Hold
11,880
– – 0.01% 323
2022
Q4 		$118K Sell
11,880
-1,022
-8% -$9.53K 0.01% 319
2022
Q3 		$118K Buy
+12,902
New +$131K 0.02% 305
2022
Q2 		– Sell
-16,477
Closed -$190K – 332
2022
Q1 		$190K Hold
16,477
– – 0.02% 311
2021
Q4 		$221K Hold
16,477
– – 0.03% 292
2021
Q3 		$221K Buy
+16,477
New +$228K 0.03% 282

Other funds holding VKQ

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return