INVESCO MUN TR's ticker is VKQ and the CUSIP is 46131J103. A total of 84 filers reported holding INVESCO MUN TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $586,000 | +6.7% | 45,678 | 0.0% | 1.19% | -21.8% |
| Q3 2020 | $549,000 | +2.2% | 45,678 | 0.0% | 1.52% | -21.6% |
| Q2 2020 | $537,000 | +0.6% | 45,678 | 0.0% | 1.94% | +6.6% |
| Q1 2020 | $534,000 | +78.6% | 45,678 | +70.4% | 1.82% | +336.2% |
| Q4 2018 | $299,000 | -3.2% | 26,800 | 0.0% | 0.42% | -33.6% |
| Q3 2018 | $309,000 | +1.3% | 26,800 | +3.9% | 0.63% | -4.3% |
| Q2 2018 | $305,000 | +1.0% | 25,800 | 0.0% | 0.66% | +120.1% |
| Q1 2018 | $302,000 | – | 25,800 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bramshill Investments, LLC | 2,451,407 | $30,202,000 | 4.22% |
| JFS WEALTH ADVISORS, LLC | 210,934 | $2,599,000 | 0.66% |
| Vivaldi Capital Management LP | 136,292 | $1,679,000 | 0.44% |
| SIT INVESTMENT ASSOCIATES INC | 704,834 | $8,684,000 | 0.27% |
| Proficio Capital Partners LLC | 53,420 | $658,000 | 0.22% |
| IBEX WEALTH ADVISORS | 58,193 | $716,000 | 0.21% |
| SMITH, MOORE & CO. | 66,682 | $822,000 | 0.18% |
| Old North State Trust, LLC | 20,000 | $246,000 | 0.18% |
| Wealth Alliance Advisory Group, LLC | 22,000 | $278,000 | 0.17% |
| Brendel Financial Advisors LLC | 13,500 | $166,000 | 0.16% |