UNITED CAPITAL FINANCIAL ADVISORS, LLC - INVESCO MUN TR ownership

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
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of INVESCO MUN TR
ValueSharesWeighting
Q2 2020$561,000
-7.7%
47,720
-8.1%
0.00%
-20.0%
Q1 2020$608,000
-20.9%
51,947
-16.5%
0.01%0.0%
Q4 2019$769,000
-24.5%
62,179
-23.0%
0.01%
-28.6%
Q3 2019$1,018,000
+39.5%
80,765
+36.2%
0.01%
+40.0%
Q2 2019$730,000
+29.9%
59,285
+27.2%
0.01%
+25.0%
Q1 2019$562,000
+62.9%
46,613
+50.5%
0.00%
+33.3%
Q4 2018$345,000
-1.7%
30,972
+1.7%
0.00%
+50.0%
Q3 2018$351,000
+68.8%
30,452
+72.9%
0.00%0.0%
Q2 2018$208,00017,6140.00%
Other shareholders
INVESCO MUN TR shareholders Q3 2018
NameSharesValueWeighting ↓
Bramshill Investments, LLC 1,341,636$15,778,0002.49%
MARINER INVESTMENT GROUP LLC 45,678$537,0001.94%
JFS WEALTH ADVISORS, LLC 251,602$2,959,0000.77%
Powell Investment Advisors, LLC 46,712$549,0000.53%
IBEX WEALTH ADVISORS 120,135$1,412,0000.45%
SIT INVESTMENT ASSOCIATES INC 1,044,596$12,284,0000.39%
Penbrook Management LLC 30,000$353,0000.35%
RIVERNORTH CAPITAL MANAGEMENT, LLC 501,888$5,902,0000.34%
Wealth Alliance Advisory Group, LLC 22,000$259,0000.16%
SMITH, MOORE & CO. 58,822$692,0000.15%
View complete list of INVESCO MUN TR shareholders