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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $112,590 | -11.6% | 13,500 | 0.0% | 0.00% | – |
| Q2 2023 | $127,305 | -4.9% | 13,500 | 0.0% | 0.00% | -100.0% |
| Q1 2023 | $133,920 | +2635.9% | 13,500 | -3.4% | 0.00% | – |
| Q4 2022 | $4,895 | -96.1% | 13,982 | +0.5% | 0.00% | -100.0% |
| Q3 2022 | $127,000 | -7.3% | 13,909 | +3.0% | 0.00% | 0.0% |
| Q2 2022 | $137,000 | – | 13,500 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bramshill Investments, LLC | 2,305,544 | $30,963,000 | 3.03% |
| JFS WEALTH ADVISORS, LLC | 332,955 | $4,472,000 | 0.42% |
| Powell Investment Advisors, LLC | 50,179 | $674,000 | 0.38% |
| Golden Green, Inc. | 35,061 | $471,000 | 0.38% |
| NCM Capital Management, LLC | 21,549 | $289,000 | 0.26% |
| Penbrook Management LLC | 30,000 | $403,000 | 0.24% |
| IBEX WEALTH ADVISORS | 101,409 | $1,362,000 | 0.24% |
| SIT INVESTMENT ASSOCIATES INC | 741,804 | $9,962,000 | 0.23% |
| SMITH, MOORE & CO. | 70,971 | $953,000 | 0.13% |
| GUGGENHEIM CAPITAL LLC | 1,566,241 | $21,035,000 | 0.11% |