Invesco Municipal TrustVKQ

13F holders, Q2 2026 (June 30)
91holders −1
13new positions
15sold out
1famous investor
$10.07avg. 13F price*

At the end of Q2 2026, 91 institutions reported holding Invesco Municipal Trust (VKQ) in their 13F filings, down 1 from Q1 2026. 13 opened new positions and 15 sold out. The largest holders were Rivernorth Capital Management, LLC ($27.6M), Morgan Stanley ($24.3M) and Guggenheim Capital LLC ($11.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Invesco Municipal Trust
CUSIP
46131J103
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 92Q1 2024Q2 2024: 92Q2 2024Q3 2024: 104Q3 2024Q4 2024: 99Q4 2024Q1 2025: 98Q1 2025Q2 2025: 98Q2 2025Q3 2025: 94Q3 2025Q4 2025: 89Q4 2025Q1 2026: 92Q1 2026Q2 2026: 91Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions13$1.6M
Exits15$6.6M

All 13F filers, Q1 2026 → Q2 2026: 2,107,561 shares bought and 2,929,551 shares sold, net −821,990 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 91 holders

Rivernorth Capital Management, LLC 1.32% Reduce -37.3% 2,749,965 $27.6M
Morgan Stanley 0.00% Add +27.9% 2,417,581 $24.3M
Guggenheim Capital LLC 0.07% Add +1.2% 1,131,919 $11.4M
Hennion & Walsh Asset Management, Inc. 0.27% Add +236.9% 940,068 $9.4M
UBS Group AG 0.00% Reduce -11.7% 734,875 $7.4M
Raymond James Financial Inc. 0.00% Add +26.5% 715,977 $7.2M
Sit Investment Associates Inc. 0.14% Reduce -1.9% 712,419 $7.2M
LPL Financial LLC 0.00% Reduce -33.9% 537,435 $5.4M
Wells Fargo & Company 0.00% Add +9.2% 504,066 $5.1M
Bank of America Corp. 0.00% Add +118.1% 497,299 $5.0M
NewEdge Advisors, LLC 0.01% Add +29.0% 453,003 $4.5M
Van Eck Associates Corp. 0.00% Reduce -18.1% 368,154 $3.7M
Advisors Asset Management, Inc. 0.03% Add +0.2% 199,809 $2.0M
Baird Financial Group, Inc. 0.00% Reduce -0.3% 168,862 $1.7M
Fiera Capital Corp 0.01% Reduce -3.7% 159,850 $1.6M
Wealth Alliance Advisory Group, LLC 0.22% Add +25.3% 150,429 $1.5M
Commonwealth Equity Services, LLC 0.00% Reduce -1.9% 147,332 $1.5M
JFS Wealth Advisors, LLC 0.07% Add +0.1% 145,451 $1.5M
Capital Investment Advisors, LLC 0.02% Reduce -2.1% 142,850 $1.4M
Steward Partners Investment Advisory, LLC 0.01% No change 140,481 $1.4M
Cetera Investment Advisers 0.00% Add +33.3% 134,718 $1.4M
Stifel Financial Corp. 0.00% Add +0.0% 128,947 $1.3M
Invesco Ltd. 0.00% Reduce -29.1% 115,421 $1.2M
Royal Bank of Canada 0.00% Add +28.4% 110,301 $1.1M
Rockefeller Capital Management L.P. 0.00% Add +124.6% 93,645 $940K
Ibex Wealth Advisors 0.07% Add +1.0% 90,101 $905K
Whipplewood Advisors, LLC 0.59% Reduce -1.7% 87,183 $875K
Seamount Financial Group Inc. 0.30% No change 73,688 $740K
Smith, Moore & Co. 0.05% Add +1.2% 72,406 $727K
Ameriprise Financial Inc. 0.00% Add +0.4% 72,380 $727K
Summit Trail Advisors, LLC 0.01% Reduce -4.0% 69,405 $697K
Tyche Wealth Partners LLC 0.10% Reduce -0.8% 68,846 $691K
Madison Park Capital Advisors, LLC 0.39% Reduce -62.2% 17,115 $552K
Oppenheimer & Co. Inc. 0.01% Add +3.4% 51,829 $520K
Stratos Wealth Partners, LTD. 0.00% Add +29.7% 47,156 $473K
Concurrent Investment Advisors, LLC 0.00% Reduce -7.7% 40,019 $402K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -18.6% 34,662 $348K
&partners 0.00% Add +7.2% 33,557 $337K
Prospera Financial Services Inc 0.00% Add +5.9% 32,821 $330K
PNC Financial Services Group, Inc. 0.00% No change 32,804 $329K
Nuveen, LLC 0.00% No change 32,624 $328K
Osaic Holdings, Inc. 0.00% Add +55.4% 31,364 $315K
Melfa Wealth Management, Inc. 0.17% Reduce -6.6% 31,343 $315K
Jane Street Group, LLC 0.00% Add +5.3% 25,664 $258K
PFG Investments, LLC 0.01% Reduce -4.0% 25,550 $257K
Cohen & Steers, Inc. 0.00% No change 25,000 $251K
Compass Financial Group, INC 0.03% No change 24,349 $244K
Citadel Advisors 0.00% New 24,060 $242K
XTX Topco Ltd 0.00% New 23,745 $238K
Harbour Investments, Inc. 0.00% No change 22,314 $224K
Worth Asset Management, LLC 0.07% New 21,087 $212K
Penbrook Management LLC 0.13% No change 20,000 $201K
Rothschild Investment LLC 0.01% New 20,000 $201K
Choreo, LLC 0.00% Add +14.5% 19,163 $192K
Wealthcare Advisory Partners LLC 0.00% Reduce -15.8% 18,025 $181K
Tradewinds Capital Management, LLC 0.03% No change 15,938 $160K
Institute for Wealth Management, LLC. 0.01% No change 15,400 $155K
Orleans Capital Management Corp. 0.08% No change 14,630 $147K
Lido Advisors, LLC 0.00% No change 14,575 $146K
Susquehanna International Group, LLP 0.00% New 13,882 $139K
Envestnet Asset Management Inc. 0.00% New 13,857 $139K
Cresset Asset Management, LLC 0.00% No change 13,500 $136K
HighTower Advisors, LLC 0.00% Add +0.6% 12,873 $129K
Accredited Investor Services, LLC 0.07% New 12,569 $126K
Sanctuary Advisors, LLC 0.00% No change 12,006 $121K
AlphaCore Capital LLC 0.00% Add +1.9% 11,603 $116K
Vericrest Private Wealth 0.10% No change 11,308 $114K
Perennial Investment Advisors, LLC 0.01% Add +0.4% 11,202 $112K
Merit Financial Group, LLC 0.00% New 11,080 $111K
Mariner, LLC 0.00% New 10,397 $104K
World Investment Advisors 0.00% Reduce -62.9% 10,116 $102K
Global Retirement Partners, LLC 0.00% — 7,410 $74K
Aberdeen Wealth Management LLC 0.02% New 4,558 $46K
Penserra Capital Management LLC 0.00% Add +200.0% 4,446 $44K
Trust Co. of Toledo NA 0.00% No change 4,119 $41K
Community Bank, N.A. 0.00% No change 4,000 $40K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +25.1% 3,094 $31K
IFG Advisory, LLC 0.00% New 2,977 $30K
Private Trust Co. NA 0.00% No change 2,536 $25K
Chung Wu Investment Group, LLC 0.01% New 2,000 $20K
CoreCap Advisors, LLC 0.00% Add +572.4% 1,997 $20K
Prestige Wealth Management Group LLC 0.00% No change 1,843 $19K
JPMorgan Chase & Co. 0.00% New 1,400 $14K
Highline Wealth Partners LLC 0.00% No change 1,000 $10K
WPG Advisers, LLC 0.01% Add +25.3% 857 $9K
Spire Wealth Management 0.00% No change 800 $8K
Richardson Financial Services Inc. 0.00% No change 595 $6K
North Star Investment Management Corp. 0.00% Add +2.0% 361 $4K
IFP Advisors, Inc 0.00% Reduce -48.0% 305 $3K
Fifth Third Bancorp 0.00% Add +22.9% 118 $1K
Assetmark, Inc. 0.00% No change 1 $6

"% of holder's portfolio" is VKQ's weight in each manager's 13F, not the share of Invesco Municipal Trust the manager owns.