INVESCO MUN TR's ticker is VKQ and the CUSIP is 46131J103. A total of 94 filers reported holding INVESCO MUN TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $123,000 | -12.8% | 10,500 | -7.9% | 0.02% | +15.4% |
| Q4 2019 | $141,000 | +11.0% | 11,400 | +10.7% | 0.01% | 0.0% |
| Q2 2019 | $127,000 | -14.2% | 10,300 | -19.5% | 0.01% | -23.5% |
| Q3 2018 | $148,000 | -2.0% | 12,800 | 0.0% | 0.02% | -10.5% |
| Q2 2018 | $151,000 | -3.8% | 12,800 | -4.5% | 0.02% | -9.5% |
| Q1 2018 | $157,000 | -15.6% | 13,400 | -10.1% | 0.02% | -8.7% |
| Q4 2017 | $186,000 | -2.1% | 14,900 | 0.0% | 0.02% | -8.0% |
| Q3 2017 | $190,000 | -2.6% | 14,900 | -2.0% | 0.02% | 0.0% |
| Q2 2017 | $195,000 | +4.3% | 15,200 | +2.0% | 0.02% | 0.0% |
| Q1 2017 | $187,000 | +40.6% | 14,900 | +43.3% | 0.02% | +4.2% |
| Q4 2015 | $133,000 | – | 10,400 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bramshill Investments, LLC | 2,232,359 | $30,628,000 | 2.34% |
| JFS WEALTH ADVISORS, LLC | 328,855 | $4,512,000 | 0.67% |
| Powell Investment Advisors, LLC | 49,035 | $673,000 | 0.41% |
| Golden Green, Inc. | 38,349 | $526,000 | 0.40% |
| IBEX WEALTH ADVISORS | 128,497 | $1,763,000 | 0.35% |
| SIT INVESTMENT ASSOCIATES INC | 746,713 | $10,245,000 | 0.25% |
| Penbrook Management LLC | 30,000 | $412,000 | 0.25% |
| SMITH, MOORE & CO. | 67,908 | $932,000 | 0.14% |
| GUGGENHEIM CAPITAL LLC | 1,625,591 | $22,303,000 | 0.13% |
| Wealth Alliance Advisory Group, LLC | 16,600 | $228,000 | 0.11% |