Back to VKQ
WealthPlan Investment Management, LLC → VKQ
WealthPlan Investment Management, LLC VKQ Position History
Invesco Municipal Trust • Financial Services
Quarters held
4
Latest value
$1.1M
Q3 2026
Peak value
$3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3M |
| Q1 2026 | $2.9M |
| Q2 2026 | $1.2M |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 35.9K | — | — |
| Q2 2026 | $1.2M | 35.9K | — | — |
| Q1 2026 | $2.9M | 124.3K | — | — |
| Q4 2025 | $3M | 114.2K | — | — |
Other funds holding VKQ
$70.1M
$70.1M
$43.6M
$35.4M
$27.1M