BARTLETT & CO. WEALTH MANAGEMENT LLC - INVESCO MUN TR ownership

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INVESCO MUN TR's ticker is VKQ and the CUSIP is 46131J103. A total of 83 filers reported holding INVESCO MUN TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

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Quarter-by-quarter ownership
BARTLETT & CO. WEALTH MANAGEMENT LLC ownership history of INVESCO MUN TR
ValueSharesWeighting
Q1 2023$6,585
+0.2%
6640.0%0.00%–
Q4 2022$6,571
+8.3%
6640.0%0.00%–
Q3 2022$6,067
-10.0%
6640.0%0.00%–
Q2 2022$6,744
-11.7%
6640.0%0.00%–
Q1 2022$7,640
-14.1%
6640.0%0.00%–
Q3 2021$8,895
-2.3%
6640.0%0.00%–
Q2 2021$9,107
+3.9%
6640.0%0.00%–
Q1 2021$8,762
+3.0%
6640.0%0.00%–
Q4 2020$8,510
+6.7%
6640.0%0.00%–
Q3 2020$7,972
+2.1%
6640.0%0.00%–
Q2 2020$7,806
+0.5%
6640.0%0.00%–
Q1 2020$7,766
-76.2%
664
-74.9%
0.00%
-100.0%
Q4 2019$32,653
-2.0%
2,6420.0%0.00%0.0%
Q3 2019$33,314
+2.4%
2,6420.0%0.00%0.0%
Q2 2019$32,548
+2.2%
2,6420.0%0.00%0.0%
Q1 2019$31,835
+8.2%
2,6420.0%0.00%0.0%
Q4 2018$29,430
-3.5%
2,6420.0%0.00%0.0%
Q3 2018$30,487
-2.4%
2,6420.0%0.00%0.0%
Q2 2018$31,227
+1.1%
2,6420.0%0.00%0.0%
Q1 2018$30,883–2,642–0.00%–
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Other shareholders
INVESCO MUN TR shareholders Q3 2019
NameSharesValueWeighting ↓
Bramshill Investments, LLC 2,017,475$24,311,0004.01%
JFS WEALTH ADVISORS, LLC 208,894$2,517,0000.66%
Tradewinds Capital Management, LLC 107,542$1,296,0000.48%
Vivaldi Capital Management LP 113,926$1,373,0000.38%
SIT INVESTMENT ASSOCIATES INC 694,834$8,373,0000.26%
Proficio Capital Partners LLC 56,109$676,0000.24%
IBEX WEALTH ADVISORS 54,585$658,0000.23%
SMITH, MOORE & CO. 66,593$802,0000.19%
Wealth Alliance Advisory Group, LLC 22,000$266,0000.17%
Old North State Trust, LLC 20,000$241,0000.17%
View complete list of INVESCO MUN TR shareholders