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Melone Private Wealth, LLC → VKQ

Melone Private Wealth, LLC VKQ Position History

Invesco Municipal Trust • Financial Services

Quarters held
4
Latest value
$1.9M
Q3 2026
Peak value
$2.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2M
Q1 2026$1.7M
Q2 2026$2.4M
Q3 2026$1.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.9M225.0K——
Q2 2026$2.4M231.0K——
Q1 2026$1.7M172.9K——
Q4 2025$2M195.4K——

Other funds holding VKQ

Other Melone Private Wealth, LLC positions

BTCW

WISDOMTREE TR

$21.6M
BTCW

WISDOMTREE TR

$21.4M
COF-PN

CAPITAL GROUP DIVIDEND VALUE

$18.2M
COF-PN

CAPITAL GROUP DIVIDEND VALUE

$18M
ETHA

ISHARES TR

$16.9M
BTCW

WISDOMTREE TR

$16.7M
BTCW

WISDOMTREE TR

$16.5M
ETHA

ISHARES TR

$15.9M