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VKQ

VKQ

Invesco Municipal Trust• Financial Services

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
98
Partial Q3 2026
Total 13F value
$108.9M
Filed positions so far
New positions
14
This quarter
Sold positions
19
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Tema Etfs Llc

$35.4M1.17M1.32%-13.4%

Mirae Asset Global Investments Co., Ltd.

$27.8M919.7K0.05%+5.5%

Hennion & Walsh Asset Management, Inc.

$19M2.22M0.31%-1.0%

Greatmark Investment Partners, Inc.

$2.2M259.8K0.24%+4.4%

Melone Private Wealth, Llc

$1.9M225.0K0.76%-2.6%

Wealth Alliance Advisory Group, Llc

$1.6M191.3K0.17%+2.8%

Obermeyer Wealth Partners

$1.5M48.7K0.06%-47.3%

Whipplewood Advisors, Llc

$1.4M164.6K0.52%+5.4%

Hb Wealth Management, Llc

$1.4M45.4K0.01%-0.4%

Capital Investment Advisors, Llc

$1.3M153.8K0.02%-1.8%

Wealthplan Investment Management, Llc

$1.1M35.9K0.05%+0.1%

Indiana Trust & Investment Management Co

$1.1M122.0K0.29%Unchanged

Madison Park Capital Advisors, Llc

$909K63.2K0.33%-62.8%

Truist Financial Corp

$881K101.9K0.00%+6.0%

Exchange Traded Concepts, Llc

$832K27.5K0.00%-30.4%

Capital Investment Advisory Services, Llc

$735K85.0K0.05%+29.3%

Wealth Enhancement Advisory Services, Llc

$694K24.6K0.00%+0.3%

Seamount Financial Group Inc

$603K71.1K0.24%-3.5%

Concurrent Investment Advisors, Llc

$517K60.5K0.00%+41.8%

Griffin Asset Management, Inc.

$509K16.8K0.05%-14.3%

World Equity Group, Inc.

$505K16.7K0.21%-56.5%

Lexaurum Advisors, Llc

$494K57.1K0.06%+2.0%

Oppenheimer & Co Inc

$445K52.4K0.00%+1.1%

Davenport & Co Llc

$435K14.4K0.00%-0.7%

Burford Brothers, Inc.

$402K46.4K0.15%Unchanged

Modera Wealth Management, Llc

$350K11.6K0.00%-7.6%

Independent Financial Group, Llc

$293K9.7K0.01%Unchanged

Worth Asset Management, Llc

$268K31.0K0.08%Exited

Aire Advisors, Llc

$262K8.7K0.04%-2.5%

Abel Hall, Llc

$257K30.0K0.02%New Position

Richardson Capital Management Llc

$242K8.0K0.10%Unchanged

Gridiron Partners, Llc

$234K27.0K0.12%Unchanged

Compass Financial Group, Inc/Sd

$206K24.3K0.02%Unchanged

Kercheville Advisors, Llc

$192K22.2K0.05%+0.1%

Wealthbridge Capital Management, Llc

$177K20.5K0.03%-8.9%

Penbrook Management Llc

$170K20.0K0.10%Unchanged

Sbi Securities Co., Ltd.

$164K5.4K0.00%-11.0%

Wealthcare Advisory Partners Llc

$127K15.0K0.00%-16.8%

Dynamic Advisor Solutions Llc

$125K14.4K0.00%+2.5%

Tradewinds Capital Management, Llc

$119K14.0K0.02%-11.9%

Zullo Investment Group, Inc.

$117K13.5K0.04%Unchanged

Wmg Financial Advisors, Llc

$116K10.9K0.04%Unchanged

Accurate Wealth Management, Llc

$101K11.5K0.01%New Position

Private Client Services, Llc

$100K11.6K0.03%New Position

Wpg Advisers, Llc

$100K3.7K0.05%-5.1%

Choreo, Llc

$99K11.7K0.00%-39.0%

Wedbush Securities Inc

$99K11.5K0.00%+4.5%

Canton Hathaway, Llc

$95K3.1K0.02%Unchanged

Kbc Group Nv

$88K2.9K0.00%New Position

Accredited Investor Services, Llc

$87K10.3K0.05%-18.3%

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