Selective Wealth Management, Inc. - INVESCO MUN TR ownership

INVESCO MUN TR's ticker is VKQ and the CUSIP is 46131J103. A total of 79 filers reported holding INVESCO MUN TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Selective Wealth Management, Inc. ownership history of INVESCO MUN TR
ValueSharesWeighting
Q3 2022$41,000
-10.9%
4,5130.0%0.02%
+12.5%
Q2 2022$46,000
-11.5%
4,5130.0%0.02%
-15.8%
Q1 2022$52,000
+420.0%
4,513
+509.0%
0.02%
+280.0%
Q3 2021$10,0000.0%7410.0%0.01%
-37.5%
Q2 2021$10,0000.0%7410.0%0.01%
-11.1%
Q1 2021$10,000
+11.1%
7410.0%0.01%
+50.0%
Q4 2020$9,0000.0%7410.0%0.01%
-14.3%
Q3 2020$9,0000.0%7410.0%0.01%0.0%
Q2 2020$9,0000.0%7410.0%0.01%
-50.0%
Q1 2020$9,0000.0%7410.0%0.01%
+27.3%
Q4 2019$9,0000.0%7410.0%0.01%
-8.3%
Q3 2019$9,0000.0%7410.0%0.01%
-88.9%
Q3 2018$9,0007410.11%
Other shareholders
INVESCO MUN TR shareholders Q3 2021
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