Prestige Wealth Management Group LLC - INVESCO MUN TR ownership

INVESCO MUN TR's ticker is VKQ and the CUSIP is 46131J103. A total of 89 filers reported holding INVESCO MUN TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Prestige Wealth Management Group LLC ownership history of INVESCO MUN TR
ValueSharesWeighting
Q2 2024$18,357
+2.7%
1,8430.0%0.00%0.0%
Q1 2024$17,878
+1.8%
1,8430.0%0.00%0.0%
Q4 2023$17,564
+14.3%
1,8430.0%0.00%0.0%
Q3 2023$15,371
-11.6%
1,8430.0%0.00%0.0%
Q2 2023$17,380
-4.9%
1,8430.0%0.00%
-20.0%
Q1 2023$18,283
+0.2%
1,8430.0%0.01%0.0%
Q4 2022$18,246
+7.3%
1,8430.0%0.01%0.0%
Q3 2022$17,000
-10.5%
1,8430.0%0.01%0.0%
Q2 2022$19,000
-9.5%
1,8430.0%0.01%0.0%
Q1 2022$21,000
-16.0%
1,8430.0%0.01%
-16.7%
Q4 2021$25,0000.0%1,8430.0%0.01%0.0%
Q3 2021$25,0000.0%1,8430.0%0.01%
-14.3%
Q2 2021$25,000
+4.2%
1,8430.0%0.01%0.0%
Q1 2021$24,0000.0%1,8430.0%0.01%0.0%
Q4 2020$24,000
+9.1%
1,8430.0%0.01%0.0%
Q3 2020$22,0000.0%1,8430.0%0.01%
-12.5%
Q2 2020$22,0000.0%1,8430.0%0.01%
-11.1%
Q1 2020$22,000
-4.3%
1,8430.0%0.01%
-30.8%
Q4 2019$23,0000.0%1,8430.0%0.01%0.0%
Q3 2019$23,0000.0%1,8430.0%0.01%
-7.1%
Q2 2019$23,000
+4.5%
1,8430.0%0.01%0.0%
Q1 2019$22,000
+4.8%
1,8430.0%0.01%
-6.7%
Q4 2018$21,0001,8430.02%
Other shareholders
INVESCO MUN TR shareholders Q3 2022
NameSharesValueWeighting ↓
Bramshill Investments, LLC 2,451,407$30,202,0004.22%
JFS WEALTH ADVISORS, LLC 210,934$2,599,0000.66%
Vivaldi Capital Management LP 136,292$1,679,0000.44%
SIT INVESTMENT ASSOCIATES INC 704,834$8,684,0000.27%
Proficio Capital Partners LLC 53,420$658,0000.22%
IBEX WEALTH ADVISORS 58,193$716,0000.21%
SMITH, MOORE & CO. 66,682$822,0000.18%
Old North State Trust, LLC 20,000$246,0000.18%
Wealth Alliance Advisory Group, LLC 22,000$278,0000.17%
Brendel Financial Advisors LLC 13,500$166,0000.16%
View complete list of INVESCO MUN TR shareholders