Back to VKQ
INDEPENDENT FINANCIAL GROUP, LLC → VKQ
INDEPENDENT FINANCIAL GROUP, LLC VKQ Position History
Invesco Municipal Trust • Financial Services
Quarters held
12
Latest value
$293K
Q3 2026
Peak value
$313K
First seen
Q4 2020
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2020 | $147K |
| Q3 2021 | $151K |
| Q4 2021 | $160K |
| Q1 2022 | $131K |
| Q2 2022 | $162K |
| Q3 2022 | $105K |
| Q3 2022 | $261K |
| Q4 2025 | $253K |
| Q1 2026 | $227K |
| Q1 2026 | $227K |
| Q2 2026 | $313K |
| Q3 2026 | $293K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $293K | 9.7K | — | — |
| Q2 2026 | $313K | 9.7K | — | — |
| Q1 2026 | $227K | 9.7K | — | — |
| Q1 2026 | $227K | 9.7K | — | — |
| Q4 2025 | $253K | 9.7K | — | — |
| Q3 2022 | $261K | 27.9K | — | — |
| Q3 2022 | $105K | 11.5K | — | — |
| Q2 2022 | $162K | 15.9K | — | — |
| Q1 2022 | $131K | 11.3K | — | — |
| Q4 2021 | $160K | 11.5K | — | — |
| Q3 2021 | $151K | 11.1K | — | — |
| Q4 2020 | $147K | 11.5K | — | — |
Other funds holding VKQ
$70.1M
$70.1M
$43.6M
$35.4M
$27.1M