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Invesco Municipal Trust (VKQ)

CUSIP: 46131J103 | US | Financial Services · Asset Management | Small Cap | 389 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Hennion & Walsh Asset Management, Inc.986,211
0.2% of portfolio›$8.4M
JFS Wealth Advisors, LLC145,649
0.1% of portfolio›$1.2M
Wealth Alliance Advisory Group, LLC145,222
0.2% of portfolio›$1.2M
Commonwealth Equity Services, LLC144,377
0.0% of portfolio›$1.2M
Capital Investment Advisors, LLC140,350
0.0% of portfolio›$1.2M
Whipplewood Advisors, LLC91,426
0.5% of portfolio›$775.3K
Seamount Financial Group Inc71,086
0.2% of portfolio›$602.8K
Oppenheimer & Co Inc52,421
0.0% of portfolio›$444.5K
Madison Park Capital Advisors, LLC46,087
0.3% of portfolio›$390.8K
Prospera Financial Services Inc41,097
0.0% of portfolio›$373.2K
Concurrent Investment Advisors, LLC40,919
0.0% of portfolio›$347.0K
Cambridge Investment Research Advisors, Inc.34,662
0.0% of portfolio›$294.0K
Compass Financial Group, Inc24,349
0.0% of portfolio›$206.5K
Lido Advisors, LLC21,561
0.0% of portfolio›$182.8K
Penbrook Management LLC20,000
0.1% of portfolio›$169.6K
Abel Hall, LLC15,000
0.0% of portfolio›$127.2K
Wealthcare Advisory Partners LLC14,990
0.0% of portfolio›$127.1K
Tradewinds Capital Management, LLC14,034
0.0% of portfolio›$119.0K
AlphaCore Capital LLC11,839
0.0% of portfolio›$100.4K
Choreo, LLC11,685
0.0% of portfolio›$99.1K
Accurate Wealth Management, LLC11,465
0.0% of portfolio›$100.7K
Accredited Investor Services, LLC10,267
0.0% of portfolio›$87.1K
Trust Co of Toledo NA4,119
0.0% of portfolio›$34.9K
Private Trust Co NA2,536
0.0% of portfolio›$21.5K
Chung Wu Investment Group, LLC2,000
0.0% of portfolio›$17.0K
Pinnacle Wealth Planning Services, Inc.1,726
0.0% of portfolio›$14.6K
Stone House Investment Management, LLC1,096
0.0% of portfolio›$9.3K
Highline Wealth Partners LLC1,000
0.0% of portfolio›$8.5K
Spire Wealth Management800
0.0% of portfolio›$6.8K
WPG Advisers, LLC622
0.0% of portfolio›$5.3K
Richardson Financial Services Inc.595
0.0% of portfolio›$5.0K
IFP Advisors, Inc566
0.0% of portfolio›$4.8K
Livelsberger Financial Advisory553
0.0% of portfolio›$4.7K
North Star Investment Management Corp.369
0.0% of portfolio›$3.1K
CoreCap Advisors, LLC297
0.0% of portfolio›$2.5K
Assetmark, Inc1
0.0% of portfolio›$5
StyleTurnoverLocationFiled
Hennion & Walsh Asset Management, Inc.
986,211$8.4M0.2%ValueMediumParsippany, NJ2026-10-13
JFS Wealth Advisors, LLC
145,649$1.2M0.1%ETFVery LowHermitage, PA2026-11-03
Wealth Alliance Advisory Group, LLC
145,222$1.2M0.2%CoreLowWichita, KS2026-10-14
Commonwealth Equity Services, LLC
144,377$1.2M0.0%ETFLowWaltham, MA2026-11-02
Capital Investment Advisors, LLC
140,350$1.2M0.0%CoreLowAtlanta, GA2026-10-22
Whipplewood Advisors, LLC
91,426$775.3K0.5%ETFLowLittleton, CO2026-10-20
Seamount Financial Group Inc
71,086$602.8K0.2%ETFLowColorado Springs, CO2026-10-21
Oppenheimer & Co Inc
52,421$444.5K0.0%CoreLowNew York, NY2026-10-26
Madison Park Capital Advisors, LLC
46,087$390.8K0.3%ETFMediumSeattle, WA2026-10-28
Prospera Financial Services Inc
41,097$373.2K0.0%CoreMediumDallas, TX2026-11-04
Concurrent Investment Advisors, LLC
40,919$347.0K0.0%GrowthMediumTampa, FL2026-10-16
Cambridge Investment Research Advisors, Inc.
34,662$294.0K0.0%ETFLowFairfield, IA2026-11-02
Compass Financial Group, Inc
24,349$206.5K0.0%ETFVery LowSioux Falls, SD2026-10-13
Lido Advisors, LLC
21,561$182.8K0.0%GrowthLowLos Angeles, CA2026-11-04
Penbrook Management LLC
20,000$169.6K0.1%CoreLowNew York, NY2026-10-16
Abel Hall, LLC
15,000$127.2K0.0%CoreMediumBaton Rouge, LA2026-10-19
Wealthcare Advisory Partners LLC
14,990$127.1K0.0%ETFLowWest Chester, PA2026-10-21
Tradewinds Capital Management, LLC
14,034$119.0K0.0%ETFVery HighBellingham, WA2026-10-23
AlphaCore Capital LLC
11,839$100.4K0.0%ETFLowLa Jolla, CA2026-11-04
Choreo, LLC
11,685$99.1K0.0%IndexLowRockford, IL2026-10-28
Accurate Wealth Management, LLC
11,465$100.7K0.0%CoreMediumWesley Chapel, FL2026-10-20
Accredited Investor Services, LLC
10,267$87.1K0.0%ETFVery LowSt. Cloud, MN2026-10-22
Trust Co of Toledo NA
4,119$34.9K0.0%GrowthVery LowHolland, OH2026-10-16
Private Trust Co NA
2,536$21.5K0.0%CoreLowCleveland, OH2026-10-20
Chung Wu Investment Group, LLC
2,000$17.0K0.0%GrowthMediumSugar Land, TX2026-11-03
Pinnacle Wealth Planning Services, Inc.
1,726$14.6K0.0%GARPLowMansfield, OH2026-10-27
Stone House Investment Management, LLC
1,096$9.3K0.0%ETFMediumTunkhannock, PA2026-10-23
Highline Wealth Partners LLC
1,000$8.5K0.0%ETFMediumSherman Oaks, CA2026-10-19
Spire Wealth Management
800$6.8K0.0%GrowthMediumMclean, VA2026-10-30
WPG Advisers, LLC
622$5.3K0.0%CoreLowBaltimore, MD2026-10-27
Richardson Financial Services Inc.
595$5.0K0.0%GrowthMediumMedway, MA2026-10-30
IFP Advisors, Inc
566$4.8K0.0%GrowthLowTampa, FL2026-10-16
Livelsberger Financial Advisory
553$4.7K0.0%YieldVery LowAshland, OH2026-10-28
North Star Investment Management Corp.
369$3.1K0.0%CoreLowChicago, IL2026-10-27
CoreCap Advisors, LLC
297$2.5K0.0%ETFMediumSouthfield, MI2026-10-08
Assetmark, Inc
1$50.0%ETFLowConcord, CA2026-10-21