Invesco Municipal TrustVKQ
13F holders, Q4 2025 (December 31)89holders −5
9new positions
14sold out
$9.64avg. 13F price*
At the end of Q4 2025, 89 institutions reported holding Invesco Municipal Trust (VKQ) in their 13F filings, down 5 from Q3 2025. 9 opened new positions and 14 sold out. The largest holders were Rivernorth Capital Management, LLC ($55.7M), Morgan Stanley ($15.6M) and Guggenheim Capital LLC ($11.6M).
- Company
- Invesco Municipal Trust
- CUSIP
- 46131J103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.2M |
| Exits | 14 | $13.3M |
All 13F filers, Q3 2025 → Q4 2025: 2,447,029 shares bought and 1,664,748 shares sold, net +782,281 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 89 holders
| Rivernorth Capital Management, LLC | 2.65% | Add +31.8% | 5,768,838 | $55.7M |
| Morgan Stanley | 0.00% | Add +28.1% | 1,614,764 | $15.6M |
| Guggenheim Capital LLC | 0.09% | Add +0.7% | 1,199,525 | $11.6M |
| LPL Financial LLC | 0.00% | Add +15.7% | 960,745 | $9.3M |
| UBS Group AG | 0.00% | Reduce -6.7% | 887,414 | $8.6M |
| Sit Investment Associates Inc. | 0.14% | Reduce -2.9% | 726,179 | $7.0M |
| Robinson Capital Management, LLC | 2.40% | Reduce -7.0% | 587,866 | $5.7M |
| Wells Fargo & Company | 0.00% | Add +3.1% | 443,647 | $4.3M |
| Van Eck Associates Corp. | 0.00% | Add +12.3% | 401,375 | $3.9M |
| Raymond James Financial Inc. | 0.00% | Add +33.3% | 345,667 | $3.3M |
| MacKay Shields LLC | 0.98% | No change | 325,107 | $3.1M |
| Rareview Capital LLC | 1.71% | Add +4.1% | 288,744 | $2.6M |
| NewEdge Advisors, LLC | 0.01% | Add +159.2% | 225,299 | $2.2M |
| Invesco Ltd. | 0.00% | Add +28.4% | 215,207 | $2.1M |
| Bank of America Corp. | 0.00% | Add +9.9% | 202,804 | $2.0M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -33.0% | 200,901 | $1.9M |
| Stratos Wealth Advisors, LLC | 0.09% | Reduce -1.9% | 194,544 | $1.9M |
| Baird Financial Group, Inc. | 0.00% | Add +0.1% | 171,505 | $1.7M |
| Smith, Moore & Co. | 0.11% | Reduce -8.9% | 150,979 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +19.8% | 148,608 | $1.4M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -3.9% | 147,450 | $1.4M |
| JFS Wealth Advisors, LLC | 0.08% | Add +0.1% | 145,083 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.6% | 139,437 | $1.3M |
| Stifel Financial Corp. | 0.00% | Add +0.2% | 128,783 | $1.2M |
| Ibex Wealth Advisors | 0.09% | Reduce -5.7% | 90,650 | $875K |
| Whipplewood Advisors, LLC | 0.56% | Reduce -0.5% | 89,846 | $867K |
| Bank of New York Mellon Corp | 0.00% | Add +4.0% | 81,874 | $790K |
| Concorde Asset Management, LLC | 0.32% | Add +8.5% | 81,759 | $789K |
| Wealth Alliance Advisory Group, LLC | 0.13% | Add +8.7% | 81,201 | $784K |
| Cetera Investment Advisers | 0.00% | Reduce -0.0% | 79,823 | $770K |
| Royal Bank of Canada | 0.00% | Add +14.9% | 77,898 | $752K |
| Seamount Financial Group Inc. | 0.34% | Reduce -7.4% | 77,657 | $749K |
| StoneX Group Inc. | 0.03% | Add +0.0% | 72,627 | $701K |
| Tyche Wealth Partners LLC | 0.11% | Add +0.0% | 69,409 | $670K |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.1% | 59,835 | $577K |
| Oppenheimer & Co. Inc. | 0.01% | Add +4.7% | 49,484 | $478K |
| Jane Street Group, LLC | 0.00% | New | 44,604 | $430K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -11.3% | 42,805 | $413K |
| Madison Park Capital Advisors, LLC | 0.33% | Add +0.1% | 42,608 | $411K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -19.6% | 41,024 | $396K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -4.3% | 40,191 | $388K |
| &partners | 0.00% | Add +72.6% | 33,648 | $325K |
| Melfa Wealth Management, Inc. | 0.19% | Add +6.4% | 33,542 | $324K |
| PNC Financial Services Group, Inc. | 0.00% | Add +11.2% | 33,153 | $320K |
| Nuveen, LLC | 0.00% | No change | 32,624 | $315K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 28,386 | $274K |
| PFG Investments, LLC | 0.01% | New | 27,500 | $265K |
| Prospera Financial Services Inc | 0.00% | No change | 26,000 | $251K |
| Cohen & Steers, Inc. | 0.00% | No change | 25,000 | $241K |
| Compass Financial Group, INC | 0.03% | No change | 24,349 | $235K |
| Osaic Holdings, Inc. | 0.00% | Add +41.0% | 20,106 | $194K |
| Penbrook Management LLC | 0.13% | No change | 20,000 | $193K |
| Wealthcare Advisory Partners LLC | 0.00% | Add +0.6% | 19,277 | $186K |
| Vericrest Private Wealth | 0.15% | — | 17,543 | $169K |
| Goldman Sachs Group Inc. | 0.00% | No change | 16,836 | $162K |
| Tradewinds Capital Management, LLC | 0.03% | No change | 15,938 | $154K |
| Institute for Wealth Management, LLC. | 0.02% | No change | 15,400 | $149K |
| Orleans Capital Management Corp. | 0.09% | No change | 14,630 | $141K |
| Lido Advisors, LLC | 0.00% | No change | 14,575 | $141K |
| Sowell Financial Services LLC | 0.01% | No change | 14,000 | $135K |
| Cresset Asset Management, LLC | 0.00% | No change | 13,500 | $130K |
| Choreo, LLC | 0.00% | New | 12,743 | $124K |
| Sanctuary Advisors, LLC | 0.00% | No change | 12,006 | $116K |
| HighTower Advisors, LLC | 0.00% | Add +0.8% | 11,742 | $113K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.4% | 11,506 | $111K |
| Wealthspire Advisors, LLC | 0.00% | No change | 11,500 | $111K |
| AlphaCore Capital LLC | 0.00% | Add +2.0% | 11,166 | $108K |
| First Trust Advisors LP | 0.00% | Add +8.6% | 11,113 | $107K |
| Perennial Investment Advisors, LLC | 0.01% | Add +0.5% | 11,100 | $107K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.2% | 10,998 | $106K |
| MAI Capital Management | 0.00% | No change | 5,106 | $49K |
| Global Retirement Partners, LLC | 0.00% | New | 4,276 | $41K |
| Trust Co. of Toledo NA | 0.00% | No change | 4,119 | $40K |
| Community Bank, N.A. | 0.00% | No change | 4,000 | $39K |
| Private Trust Co. NA | 0.00% | No change | 2,536 | $24K |
| Camelot Portfolios, LLC | 0.01% | New | 2,212 | $21K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 1,869 | $18K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 1,843 | $18K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 1,189 | $12K |
| Richardson Financial Services Inc. | 0.00% | No change | 595 | $12K |
| Highline Wealth Partners LLC | 0.00% | No change | 1,000 | $10K |
| Allworth Financial LP | 0.00% | New | 850 | $8K |
| Spire Wealth Management | 0.00% | No change | 800 | $8K |
| CoreCap Advisors, LLC | 0.00% | New | 593 | $6K |
| WPG Advisers, LLC | 0.00% | Add +94.0% | 520 | $5K |
| IFP Advisors, Inc | 0.00% | Reduce -40.6% | 475 | $5K |
| North Star Investment Management Corp. | 0.00% | Add +2.0% | 348 | $3K |
| Comerica Bank | 0.00% | Add +89.5% | 72 | $691 |
| 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.