Modera Wealth Management, LLC - INVESCO MUN TR ownership

INVESCO MUN TR's ticker is VKQ and the CUSIP is 46131J103. A total of 81 filers reported holding INVESCO MUN TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Modera Wealth Management, LLC ownership history of INVESCO MUN TR
ValueSharesWeighting
Q3 2023$83,968
-11.6%
10,0680.0%0.00%0.0%
Q2 2023$94,942
-4.9%
10,0680.0%0.00%
-50.0%
Q1 2023$99,875
+0.2%
10,0680.0%0.00%0.0%
Q4 2022$99,673
+8.3%
10,0680.0%0.00%
-20.0%
Q3 2022$92,000
-9.8%
10,0680.0%0.01%0.0%
Q2 2022$102,000
-12.1%
10,0680.0%0.01%0.0%
Q1 2022$116,00010,0680.01%
Other shareholders
INVESCO MUN TR shareholders Q1 2023
NameSharesValueWeighting ↓
Prospera Financial Services Inc 63,150$806,0000.37%
DOLIVER ADVISORS, LP 29,749$376,0000.22%
Segment Wealth Management, LLC 20,000$253,0000.15%
OTA Financial Group L.P. 22,607$285,0000.13%
IFC Holdings Incorporated/FL 38,587$489,0000.12%
Highlander Capital Management, LLC 6,392$80,795,0000.08%
CORNERSTONE ADVISORS INC 16,200$205,0000.08%
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 15,204$192,0000.06%
Essex Financial Services, Inc. 10,100$128,0000.04%
GUGGENHEIM CAPITAL LLC 823,453$10,409,0000.04%
View complete list of INVESCO MUN TR shareholders