Invesco Municipal TrustVKQ
13F holders, Q1 2026 (March 31)92holders +3
11new positions
6sold out
$9.52avg. 13F price*
At the end of Q1 2026, 92 institutions reported holding Invesco Municipal Trust (VKQ) in their 13F filings, up 3 from Q4 2025. 11 opened new positions and 6 sold out. The largest holders were Rivernorth Capital Management, LLC ($41.8M), Morgan Stanley ($18.0M) and Guggenheim Capital LLC ($10.6M).
- Company
- Invesco Municipal Trust
- CUSIP
- 46131J103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $6.0M |
| Exits | 6 | $1.8M |
All 13F filers, Q4 2025 → Q1 2026: 1,451,622 shares bought and 2,920,275 shares sold, net −1,468,653 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 92 holders
| Rivernorth Capital Management, LLC | 2.10% | Reduce -23.9% | 4,387,056 | $41.8M |
| Morgan Stanley | 0.00% | Add +17.0% | 1,889,528 | $18.0M |
| Guggenheim Capital LLC | 0.09% | Reduce -6.8% | 1,118,581 | $10.6M |
| UBS Group AG | 0.00% | Reduce -6.2% | 832,536 | $7.9M |
| LPL Financial LLC | 0.00% | Reduce -15.3% | 813,290 | $7.7M |
| Sit Investment Associates Inc. | 0.14% | No change | 726,179 | $6.9M |
| Raymond James Financial Inc. | 0.00% | Add +63.8% | 566,087 | $5.4M |
| Wells Fargo & Company | 0.00% | Add +4.1% | 461,800 | $4.4M |
| Van Eck Associates Corp. | 0.00% | Add +12.0% | 449,488 | $4.3M |
| NewEdge Advisors, LLC | 0.01% | Add +55.8% | 351,113 | $3.3M |
| Hennion & Walsh Asset Management, Inc. | 0.09% | New | 279,041 | $2.7M |
| Bank of America Corp. | 0.00% | Add +12.4% | 228,050 | $2.2M |
| MacKay Shields LLC | 0.74% | Reduce -35.8% | 208,814 | $2.0M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -0.7% | 199,449 | $1.9M |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.2% | 169,444 | $1.6M |
| Fiera Capital Corp | 0.01% | New | 165,965 | $1.6M |
| Invesco Ltd. | 0.00% | Reduce -24.3% | 162,828 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.1% | 150,268 | $1.4M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -1.1% | 145,850 | $1.4M |
| JFS Wealth Advisors, LLC | 0.08% | Add +0.1% | 145,266 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.8% | 140,481 | $1.3M |
| Stifel Financial Corp. | 0.00% | Add +0.1% | 128,941 | $1.2M |
| Robinson Capital Management, LLC | 0.55% | Reduce -78.7% | 124,983 | $1.2M |
| Wealth Alliance Advisory Group, LLC | 0.18% | Add +47.9% | 120,074 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +26.6% | 101,050 | $962K |
| Rareview Capital LLC | 0.52% | Reduce -66.7% | 96,145 | $880K |
| Ibex Wealth Advisors | 0.08% | Reduce -1.6% | 89,226 | $849K |
| Stratos Wealth Advisors, LLC | 0.05% | Reduce -54.4% | 88,727 | $845K |
| Whipplewood Advisors, LLC | 0.44% | Reduce -1.3% | 88,727 | $845K |
| Royal Bank of Canada | 0.00% | Add +10.2% | 85,870 | $817K |
| Seamount Financial Group Inc. | 0.32% | Reduce -5.1% | 73,688 | $702K |
| Summit Trail Advisors, LLC | 0.01% | New | 72,295 | $688K |
| Ameriprise Financial Inc. | 0.00% | Add +20.5% | 72,122 | $687K |
| Smith, Moore & Co. | 0.05% | Reduce -52.6% | 71,578 | $681K |
| Tyche Wealth Partners LLC | 0.10% | Add +0.0% | 69,427 | $661K |
| Concorde Asset Management, LLC | 0.30% | Reduce -21.8% | 63,972 | $609K |
| Oppenheimer & Co. Inc. | 0.01% | Add +1.3% | 50,104 | $477K |
| Madison Park Capital Advisors, LLC | 0.34% | Add +6.2% | 45,236 | $431K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +7.8% | 43,342 | $413K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.5% | 42,605 | $406K |
| Independent Advisor Alliance | 0.00% | New | 42,550 | $405K |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.6% | 41,691 | $397K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +28.1% | 36,356 | $346K |
| Melfa Wealth Management, Inc. | 0.18% | No change | 33,542 | $319K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.1% | 32,804 | $312K |
| Nuveen, LLC | 0.00% | No change | 32,624 | $311K |
| &partners | 0.00% | Reduce -6.9% | 31,319 | $298K |
| Prospera Financial Services Inc | 0.00% | Add +19.2% | 30,986 | $295K |
| World Investment Advisors | 0.00% | New | 27,269 | $260K |
| PFG Investments, LLC | 0.01% | Reduce -3.3% | 26,600 | $253K |
| Cohen & Steers, Inc. | 0.00% | No change | 25,000 | $238K |
| Jane Street Group, LLC | 0.00% | Reduce -45.3% | 24,380 | $232K |
| Compass Financial Group, INC | 0.03% | No change | 24,349 | $232K |
| Harbour Investments, Inc. | 0.00% | New | 22,314 | $212K |
| Wealthcare Advisory Partners LLC | 0.00% | Add +11.0% | 21,400 | $204K |
| Osaic Holdings, Inc. | 0.00% | Add +0.4% | 20,187 | $192K |
| Penbrook Management LLC | 0.14% | No change | 20,000 | $190K |
| Choreo, LLC | 0.00% | Add +31.3% | 16,734 | $159K |
| Tradewinds Capital Management, LLC | 0.03% | No change | 15,938 | $152K |
| Institute for Wealth Management, LLC. | 0.02% | No change | 15,400 | $147K |
| Orleans Capital Management Corp. | 0.09% | No change | 14,630 | $139K |
| Lido Advisors, LLC | 0.00% | No change | 14,575 | $139K |
| Sowell Financial Services LLC | 0.00% | No change | 14,000 | $133K |
| Cresset Asset Management, LLC | 0.00% | No change | 13,500 | $129K |
| HighTower Advisors, LLC | 0.00% | Add +8.9% | 12,793 | $122K |
| Sanctuary Advisors, LLC | 0.00% | No change | 12,006 | $114K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.8% | 11,592 | $110K |
| NCM Capital Management, LLC | 0.04% | New | 11,476 | $109K |
| First Trust Advisors LP | 0.00% | Add +2.5% | 11,390 | $108K |
| AlphaCore Capital LLC | 0.00% | Add +1.9% | 11,383 | $108K |
| Vericrest Private Wealth | 0.10% | Reduce -35.5% | 11,308 | $108K |
| Perennial Investment Advisors, LLC | 0.01% | Add +0.6% | 11,161 | $106K |
| Financial Engines Advisors L.L.C. | 0.00% | No change | 10,998 | $105K |
| MAI Capital Management | 0.00% | No change | 5,106 | $49K |
| Trust Co. of Toledo NA | 0.00% | No change | 4,119 | $39K |
| Community Bank, N.A. | 0.00% | No change | 4,000 | $38K |
| Advisory Services Network, LLC | 0.00% | New | 3,647 | $35K |
| Private Trust Co. NA | 0.00% | No change | 2,536 | $24K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +32.3% | 2,473 | $24K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 1,843 | $18K |
| Penserra Capital Management LLC | 0.00% | New | 1,482 | $14K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 1,189 | $11K |
| Highline Wealth Partners LLC | 0.00% | No change | 1,000 | $10K |
| Spire Wealth Management | 0.00% | No change | 800 | $8K |
| BlackRock, Inc. | 0.00% | New | 761 | $7K |
| WPG Advisers, LLC | 0.00% | Add +31.5% | 684 | $7K |
| Richardson Financial Services Inc. | 0.00% | No change | 595 | $6K |
| IFP Advisors, Inc | 0.00% | Add +23.4% | 586 | $6K |
| North Star Investment Management Corp. | 0.00% | Add +1.7% | 354 | $3K |
| CoreCap Advisors, LLC | 0.00% | Reduce -49.9% | 297 | $3K |
| Fifth Third Bancorp | 0.00% | New | 96 | $912 |
| 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.