Invesco Municipal Trust
VKQ- 交易所
- NYSE
- SEC CIK
- 0000877463
近 90 天，Invesco Municipal Trust 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 92 家機構在 13F 申報持有，市值合計 $1.52 億；沒有大師持有。
2026 年第 1 季 13F 持有人
Invesco Municipal Trust 在 2026/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 93
- 較 2025 年第 4 季 +5 家
- 持有股數
- 1,585 萬
- 較 2025 年第 4 季 −146.9 萬 (−8.5%)
- 總市值
- $1.51 億
- 較 2025 年第 4 季 −$1,607 萬 (−9.6%)
- 新進機構
- 11
- 另有 33 家加碼
- 清倉機構
- 6
- 另有 24 家減碼
另有 2 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 VKQ 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 92 | $1.52 億 |
| 2026 年第 1 季 | 93 | $1.51 億 |
| 2025 年第 4 季 | 90 | $1.67 億 |
| 2025 年第 3 季 | 95 | $1.60 億 |
| 2025 年第 2 季 | 99 | $1.55 億 |
| 2025 年第 1 季 | 99 | $1.75 億 |
| 2024 年第 4 季 | 100 | $1.88 億 |
| 2024 年第 3 季 | 105 | $1.83 億 |
| 2024 年第 2 季 | 93 | $1.91 億 |
| 2024 年第 1 季 | 93 | $1.83 億 |
| 2023 年第 4 季 | 99 | $1.73 億 |
| 2023 年第 3 季 | 76 | $1.32 億 |
| 2023 年第 2 季 | 82 | $1.41 億 |
| 2023 年第 1 季 | 81 | $1.44 億 |
| 2022 年第 4 季 | 93 | $1.43 億 |
| 2022 年第 3 季 | 90 | $1.17 億 |
| 2022 年第 2 季 | 94 | $1.21 億 |
| 2022 年第 1 季 | 90 | $1.17 億 |
| 2021 年第 4 季 | 76 | $1.29 億 |
| 2021 年第 3 季 | 78 | $1.31 億 |
| 2021 年第 2 季 | 84 | $1.40 億 |
| 2021 年第 1 季 | 83 | $1.32 億 |
2026 年第 1 季持有機構
每家機構持有 Invesco Municipal Trust 的股數、市值與佔組合比重；股數變化跟 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Rivernorth Capital Management, LLC | 4,387,056 | $4,176 萬 | 2.11% | −1,381,782−24.0% | 減碼 |
| Morgan Stanley | 1,889,528 | $1,799 萬 | 0.00% | +274,764+17.0% | 加碼 |
| Guggenheim Capital LLC | 1,118,581 | $1,065 萬 | 0.08% | −80,944−6.7% | 減碼 |
| UBS Group AG | 832,536 | $792.6 萬 | 0.00% | −54,878−6.2% | 減碼 |
| LPL Financial LLC | 813,290 | $774.3 萬 | 0.00% | −147,455−15.3% | 減碼 |
| Sit Investment Associates Inc | 726,179 | $691.3 萬 | 0.14% | 00.0% | 不變 |
| Raymond James Financial Inc | 566,087 | $538.9 萬 | 0.00% | +220,420+63.8% | 加碼 |
| Wells Fargo & Company | 461,800 | $439.6 萬 | 0.00% | +18,153+4.1% | 加碼 |
| Van Eck Associates Corp | 449,488 | $427.9 萬 | 0.00% | +48,113+12.0% | 加碼 |
| GWM Advisors LLC | 351,113 | $334.3 萬 | 0.01% | +125,814+55.8% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 279,041 | $265.6 萬 | 0.09% | +279,041 | 新進 |
| Bank of America Corp | 228,050 | $217.1 萬 | 0.00% | +25,246+12.4% | 加碼 |
| Mackay Shields LLC | 208,814 | $198.8 萬 | 0.07% | −116,293−35.8% | 減碼 |
| Advisors Asset Management, Inc. | 199,449 | $189.9 萬 | 0.03% | −1,452−0.7% | 減碼 |
| Baird Financial Group, Inc. | 169,444 | $161.3 萬 | 0.00% | −2,061−1.2% | 減碼 |
| Fiera Capital Corp | 165,965 | $158.0 萬 | 0.01% | +165,965 | 新進 |
| Invesco Ltd. | 162,828 | $155.0 萬 | 0.00% | −52,379−24.3% | 減碼 |
| Commonwealth Equity Services, LLC | 150,268 | $143.1 萬 | 0.00% | +1,660+1.1% | 加碼 |
| Capital Investment Advisors, LLC | 145,850 | $138.8 萬 | 0.02% | −1,600−1.1% | 減碼 |
| JFS Wealth Advisors, LLC | 145,266 | $138.3 萬 | 0.08% | +183+0.1% | 加碼 |
| Steward Partners Investment Advisory, LLC | 140,481 | $133.7 萬 | 0.01% | +1,044+0.7% | 加碼 |
| Stifel Financial Corp | 128,941 | $122.8 萬 | 0.00% | +158+0.1% | 加碼 |
| Robinson Capital Management, LLC | 124,983 | $120.5 萬 | 0.54% | −462,883−78.7% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 120,074 | $114.3 萬 | 0.18% | +38,873+47.9% | 加碼 |
| Cetera Investment Advisers | 101,050 | $96.2 萬 | 0.00% | +21,227+26.6% | 加碼 |
| Rareview Capital LLC | 96,145 | $88.0 萬 | 0.52% | −192,599−66.7% | 減碼 |
| Ibex Wealth Advisors | 89,226 | $84.9 萬 | 0.08% | −1,424−1.6% | 減碼 |
| Stratos Wealth Advisors, LLC | 88,727 | $84.5 萬 | 0.05% | −105,817−54.4% | 減碼 |
| Whipplewood Advisors, LLC | 88,727 | $84.5 萬 | 0.44% | −1,119−1.2% | 減碼 |
| Royal Bank of Canada | 85,870 | $81.7 萬 | 0.00% | +7,972+10.2% | 加碼 |
| Seamount Financial Group Inc | 73,688 | $70.2 萬 | 0.32% | −3,969−5.1% | 減碼 |
| Summit Trail Advisors, LLC | 72,295 | $68.8 萬 | 0.01% | +72,295 | 新進 |
| Ameriprise Financial Inc | 72,122 | $68.7 萬 | 0.00% | +12,287+20.5% | 加碼 |
| Smith, Moore & Co. | 71,578 | $68.1 萬 | 0.05% | −79,401−52.6% | 減碼 |
| Tyche Wealth Partners LLC | 69,427 | $66.1 萬 | 0.10% | +180.0% | 加碼 |
| Concorde Asset Management, LLC | 63,972 | $60.9 萬 | 0.30% | −17,787−21.8% | 減碼 |
| Oppenheimer & Co Inc | 50,104 | $47.7 萬 | 0.01% | +620+1.3% | 加碼 |
| Madison Park Capital Advisors, LLC | 45,236 | $43.1 萬 | 0.34% | +2,628+6.2% | 加碼 |
| Concurrent Investment Advisors, LLC | 43,342 | $41.3 萬 | 0.00% | +3,151+7.8% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 42,605 | $40.6 萬 | 0.00% | −200−0.5% | 減碼 |
| Independent Advisor Alliance | 42,550 | $40.5 萬 | 0.00% | +42,550 | 新進 |
| Rockefeller Capital Management L.P. | 41,691 | $39.7 萬 | 0.00% | +667+1.6% | 加碼 |
| Stratos Wealth Partners, LTD. | 36,356 | $34.6 萬 | 0.00% | +7,970+28.1% | 加碼 |
| Melfa Wealth Management, LLC | 33,542 | $31.9 萬 | 0.18% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 32,804 | $31.2 萬 | 0.00% | −349−1.1% | 減碼 |
| Nuveen, LLC | 32,624 | $31.1 萬 | 0.00% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 31,319 | $29.8 萬 | 0.00% | −2,329−6.9% | 減碼 |
| Prospera Financial Services Inc | 30,986 | $29.5 萬 | 0.00% | +4,986+19.2% | 加碼 |
| Pensionmark Financial Group, LLC | 27,269 | $26.0 萬 | 0.00% | +27,269 | 新進 |
| PFG Investments, LLC | 26,600 | $25.3 萬 | 0.01% | −900−3.3% | 減碼 |
| Cohen & Steers, Inc. | 25,000 | $23.8 萬 | 0.00% | 00.0% | 不變 |
| Jane Street Group, LLC | 24,380 | $23.2 萬 | 0.00% | −20,224−45.3% | 減碼 |
| Compass Financial Group, INC | 24,349 | $23.2 萬 | 0.03% | 00.0% | 不變 |
| Huntington National Bank | – | $21.4 萬 | 0.00% | – | – |
| Harbour Investments, Inc. | 22,314 | $21.2 萬 | 0.00% | +22,314 | 新進 |
| Wealthcare Advisory Partners LLC | 21,400 | $20.4 萬 | 0.00% | +2,123+11.0% | 加碼 |
| Advisor Group Holdings, Inc. | 20,187 | $19.2 萬 | 0.00% | +81+0.4% | 加碼 |
| Penbrook Management LLC | 20,000 | $19.0 萬 | 0.14% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 16,734 | $15.9 萬 | 0.00% | +3,991+31.3% | 加碼 |
| Tradewinds Capital Management, LLC | 15,938 | $15.2 萬 | 0.03% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 15,400 | $14.7 萬 | 0.02% | 00.0% | 不變 |
| Orleans Capital Management Corp | 14,630 | $13.9 萬 | 0.09% | 00.0% | 不變 |
| Lido Advisors, LLC | 14,575 | $13.9 萬 | 0.00% | 00.0% | 不變 |
| Sowell Financial Services LLC | 14,000 | $13.3 萬 | 0.00% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 13,500 | $12.9 萬 | 0.00% | 00.0% | 不變 |
| HighTower Advisors, LLC | 12,793 | $12.2 萬 | 0.00% | +1,051+9.0% | 加碼 |
| Sanctuary Advisors, LLC | 12,006 | $11.4 萬 | 0.00% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 11,592 | $11.0 萬 | 0.00% | +86+0.7% | 加碼 |
| NCM Capital Management, LLC | 11,476 | $10.9 萬 | 0.04% | +11,476 | 新進 |
| First Trust Advisors LP | 11,390 | $10.8 萬 | 0.00% | +277+2.5% | 加碼 |
| AlphaCore Capital LLC | 11,383 | $10.8 萬 | 0.00% | +217+1.9% | 加碼 |
| Vericrest Private Wealth | 11,308 | $10.8 萬 | 0.10% | −6,235−35.5% | 減碼 |
| Perennial Investment Advisors, LLC | 11,161 | $10.6 萬 | 0.01% | +61+0.5% | 加碼 |
| Financial Engines Advisors L.L.C. | 10,998 | $10.5 萬 | 0.00% | 00.0% | 不變 |
| MAI Capital Management | 5,106 | $4.86 萬 | 0.00% | 00.0% | 不變 |
| Trust Co of Toledo NA | 4,119 | $3.92 萬 | 0.00% | 00.0% | 不變 |
| Community Bank, N.A. | 4,000 | $3.81 萬 | 0.00% | 00.0% | 不變 |
| Advisory Services Network, LLC | 3,647 | $3.47 萬 | 0.00% | +3,647 | 新進 |
| Private Trust Co NA | 2,536 | $2.41 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 2,473 | $2.35 萬 | 0.00% | +604+32.3% | 加碼 |
| Prestige Wealth Management Group LLC | 1,843 | $1.75 萬 | 0.00% | 00.0% | 不變 |
| Penserra Capital Management LLC | 1,482 | $1.40 萬 | 0.00% | +1,482 | 新進 |
| Pin Oak Investment Advisors Inc | 1,189 | $1.10 萬 | 0.01% | 00.0% | 不變 |
| Highline Wealth Partners LLC | 1,000 | $9,520 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 800 | $7,616 | 0.00% | 00.0% | 不變 |
| BlackRock, Inc. | 761 | $7,245 | 0.00% | +761 | 新進 |
| WPG Advisers, LLC | 684 | $6,512 | 0.00% | +164+31.5% | 加碼 |
| Richardson Financial Services Inc. | 595 | $5,664 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 586 | $5,579 | 0.00% | +111+23.4% | 加碼 |
| North Star Investment Management Corp. | 354 | $3,373 | 0.00% | +6+1.7% | 加碼 |
| CoreCap Advisors, LLC | 297 | $2,827 | 0.00% | −296−49.9% | 減碼 |
| Fifth Third Bancorp | 96 | $912 | 0.00% | +96 | 新進 |
| Assetmark, Inc | 1 | $6 | 0.00% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −81,874−100.0% | 清倉 |
| StoneX Group Inc. | 0 | $0 | 0.00% | −72,627−100.0% | 清倉 |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −16,836−100.0% | 清倉 |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −11,500−100.0% | 清倉 |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −2,212−100.0% | 清倉 |
| Allworth Financial LP | 0 | $0 | 0.00% | −850−100.0% | 清倉 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |