INVESCO MUN TR's ticker is VKQ and the CUSIP is 46131J103. A total of 62 filers reported holding INVESCO MUN TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $85,618 | -29.8% | 10,266 | -0.8% | 0.00% | -33.3% |
Q2 2020 | $122,000 | -22.3% | 10,344 | -20.7% | 0.00% | -25.0% |
Q1 2019 | $157,000 | -16.9% | 13,038 | -23.2% | 0.00% | -33.3% |
Q4 2018 | $189,000 | -14.9% | 16,987 | -11.7% | 0.01% | 0.0% |
Q3 2018 | $222,000 | +7.2% | 19,235 | +9.8% | 0.01% | 0.0% |
Q2 2018 | $207,000 | +8.9% | 17,519 | +7.9% | 0.01% | +20.0% |
Q1 2018 | $190,000 | -6.4% | 16,239 | +0.2% | 0.01% | 0.0% |
Q4 2017 | $203,000 | +11.5% | 16,209 | +13.5% | 0.01% | 0.0% |
Q3 2017 | $182,000 | -23.2% | 14,280 | -22.8% | 0.01% | -28.6% |
Q2 2017 | $237,000 | +2.2% | 18,500 | 0.0% | 0.01% | 0.0% |
Q1 2017 | $232,000 | -19.4% | 18,500 | -21.3% | 0.01% | -12.5% |
Q4 2016 | $288,000 | +2.1% | 23,500 | +15.2% | 0.01% | 0.0% |
Q3 2016 | $282,000 | -16.3% | 20,400 | -14.1% | 0.01% | -20.0% |
Q2 2016 | $337,000 | +19.1% | 23,750 | +11.8% | 0.01% | +11.1% |
Q1 2016 | $283,000 | -5.0% | 21,250 | -9.2% | 0.01% | 0.0% |
Q4 2015 | $298,000 | -2.0% | 23,400 | -5.5% | 0.01% | 0.0% |
Q3 2015 | $304,000 | -1.6% | 24,754 | -3.9% | 0.01% | 0.0% |
Q2 2015 | $309,000 | +30.9% | 25,754 | +39.6% | 0.01% | +50.0% |
Q1 2015 | $236,000 | +1.3% | 18,454 | 0.0% | 0.01% | -14.3% |
Q4 2014 | $233,000 | +26.6% | 18,454 | +16.4% | 0.01% | +16.7% |
Q4 2013 | $184,000 | – | 15,854 | – | 0.01% | – |
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% |