INVESCO MUN TR's ticker is VKQ and the CUSIP is 46131J103. A total of 77 filers reported holding INVESCO MUN TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $24,392 | -4.9% | 2,587 | 0.0% | 0.01% | -23.1% |
Q1 2023 | $25,659 | +0.2% | 2,587 | 0.0% | 0.01% | -7.1% |
Q4 2022 | $25,607 | +6.7% | 2,587 | 0.0% | 0.01% | -6.7% |
Q3 2022 | $24,000 | -7.7% | 2,587 | 0.0% | 0.02% | -6.2% |
Q2 2022 | $26,000 | -13.3% | 2,587 | 0.0% | 0.02% | -11.1% |
Q1 2022 | $30,000 | -14.3% | 2,587 | 0.0% | 0.02% | -14.3% |
Q4 2021 | $35,000 | 0.0% | 2,587 | 0.0% | 0.02% | -16.0% |
Q2 2021 | $35,000 | +2.9% | 2,587 | 0.0% | 0.02% | -13.8% |
Q1 2021 | $34,000 | +3.0% | 2,587 | 0.0% | 0.03% | +7.4% |
Q4 2020 | $33,000 | -8.3% | 2,587 | -13.1% | 0.03% | -25.0% |
Q3 2020 | $36,000 | +2.9% | 2,977 | +0.8% | 0.04% | -5.3% |
Q2 2020 | $35,000 | +2.9% | 2,953 | +0.4% | 0.04% | -19.1% |
Q1 2020 | $34,000 | – | 2,941 | – | 0.05% | – |
Download |
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% |