Kalos Management, Inc. - INVESCO MUN TR ownership

INVESCO MUN TR's ticker is VKQ and the CUSIP is 46131J103. A total of 88 filers reported holding INVESCO MUN TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Kalos Management, Inc. ownership history of INVESCO MUN TR
ValueSharesWeighting
Q4 2021$189,000
+6.8%
14,231
+7.0%
0.05%
+2.0%
Q3 2021$177,000
-1.7%
13,300
+1.5%
0.05%
-31.5%
Q2 2021$180,000
-2.2%
13,100
-3.3%
0.07%
+28.1%
Q1 2021$184,000
-26.1%
13,550
-29.6%
0.06%
-46.2%
Q4 2020$249,000
+6.0%
19,2500.0%0.11%
+1.0%
Q3 2020$235,000
+35.8%
19,250
+30.5%
0.10%
+43.8%
Q2 2020$173,000
+0.6%
14,7500.0%0.07%
-5.2%
Q1 2020$172,000
-6.0%
14,7500.0%0.08%
+14.9%
Q4 2019$183,000
-1.6%
14,7500.0%0.07%
-9.5%
Q3 2019$186,000
+2.8%
14,7500.0%0.07%
-9.8%
Q2 2019$181,000
+7.7%
14,750
-2.3%
0.08%0.0%
Q4 2018$168,000
+1.8%
15,100
+2.4%
0.08%
-6.8%
Q3 2018$165,000
-5.7%
14,7500.0%0.09%
+11.4%
Q2 2018$175,000
-50.0%
14,750
-50.0%
0.08%
-23.3%
Q1 2018$350,000
+100.0%
29,500
+100.0%
0.10%
+25.6%
Q4 2017$175,00014,7500.08%
Other shareholders
INVESCO MUN TR shareholders Q2 2018
NameSharesValueWeighting ↓
Tradewinds Capital Management, LLC 124,714$1,563,0000.98%
JFS WEALTH ADVISORS, LLC 185,956$2,280,0000.62%
ROBINSON CAPITAL MANAGEMENT, LLC 94,939$1,190,0000.55%
Accuvest Global Advisors 106,490$1,334,0000.43%
Archford Capital Strategies, LLC 33,966$1,117,0000.42%
Proficio Capital Partners LLC 56,649$720,0000.32%
RIVERNORTH CAPITAL MANAGEMENT, LLC 270,076$3,384,0000.24%
SIT INVESTMENT ASSOCIATES INC 525,080$6,579,0000.16%
Bell Rock Capital LLC 13,000$163,0000.15%
Karpus Management, Inc. 197,580$2,476,0000.13%
View complete list of INVESCO MUN TR shareholders