INVESCO MUN TR's ticker is VKQ and the CUSIP is 46131J103. A total of 85 filers reported holding INVESCO MUN TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2018 | $306,000 | -15.2% | 27,511 | -12.0% | 0.07% | -11.8% |
Q3 2018 | $361,000 | +14.6% | 31,251 | +26.7% | 0.08% | +4.1% |
Q3 2017 | $315,000 | +11.3% | 24,669 | +11.8% | 0.07% | +4.3% |
Q2 2017 | $283,000 | +19.4% | 22,072 | +16.6% | 0.07% | +12.9% |
Q1 2017 | $237,000 | +37.0% | 18,928 | +34.4% | 0.06% | +29.2% |
Q4 2016 | $173,000 | -4.9% | 14,081 | +6.9% | 0.05% | -7.7% |
Q3 2016 | $182,000 | +8.3% | 13,176 | +11.7% | 0.05% | +13.0% |
Q2 2016 | $168,000 | +121.1% | 11,794 | +89.5% | 0.05% | +130.0% |
Q3 2015 | $76,000 | – | 6,223 | – | 0.02% | – |
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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% |