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Invesco Van Kampen Municipal Trust shares owned by JFS Wealth Advisors

Quarter-by-quarter ownership of Invesco Van Kampen Municipal Trust (VKQ) shares owned by JFS Wealth Advisors from 13F filings

Historical chart of JFS Wealth Advisors investment in Invesco Van Kampen Municipal Trust

Tip: Access up to 7 years of quarterly data

All positions including Invesco Van Kampen Municipal Trust held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Van Kampen Municipal Trust by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 144k 10.26
2024-06-30 $83k 8.4k 9.96
2024-03-31 $80k 8.2k 9.70
2023-12-31 $77k 8.1k 9.53
2023-09-30 $2.1M 252k 8.34
2023-06-30 $2.4M 254k 9.43
2023-03-31 $2.5M 254k 9.92
2022-12-31 $2.5M 254k 9.90
2022-09-30 $2.3M 254k 9.14
2022-06-30 $94k 9.2k 10.18
2022-03-31 $3.9M 335k 11.51
2021-12-31 $4.5M 333k 13.43
2021-09-30 $4.4M 331k 13.40
2021-06-30 $4.5M 329k 13.72
2021-03-31 $4.3M 326k 13.20
2020-12-31 $3.7M 290k 12.82
2020-09-30 $3.5M 288k 12.01
2020-06-30 $3.0M 252k 11.76
2020-03-31 $2.5M 213k 11.70
2019-12-31 $2.6M 212k 12.36
2019-09-30 $2.7M 212k 12.61
2019-06-30 $2.6M 211k 12.32
2019-03-31 $2.5M 209k 12.05
2018-12-31 $2.3M 206k 11.14
2018-09-30 $2.3M 203k 11.54
2018-06-30 $2.4M 199k 11.82
2018-03-31 $2.3M 197k 11.69
2017-12-31 $2.4M 194k 12.50
2017-09-30 $2.4M 191k 12.77
2017-06-30 $2.4M 189k 12.83
2017-03-31 $2.3M 186k 12.26
2016-12-31 $2.3M 186k 12.26
2016-09-30 $1.9M 140k 13.79
2016-06-30 $1.9M 136k 14.21
2016-03-31 $1.8M 135k 13.32
2015-12-31 $1.7M 133k 12.77
2015-09-30 $1.6M 131k 12.28
2015-06-30 $1.5M 128k 12.02
2015-03-31 $1.6M 122k 12.80
2014-12-31 $760k 60k 12.67

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View all positions for JFS Wealth Advisors

Top funds holding Invesco Van Kampen Municipal Trust

Saba Capital Management
Karpus Investment Management
Rivernorth Capital Management
Guggenheim Capital, LLC Managers
Robinson Capital Management
Pathstone Holdings
Morgan Stanley
Fiera Capital Corporation
Van Eck Associates Corp.
MacKay Shields
Hennion & Walsh Asset Management
Wells Fargo & Company
Rareview Capital
Logan Stone Capital
Stratos Wealth Advisors

View all funds holding Invesco Van Kampen Municipal Trust