Summit Financial Wealth Advisors, LLC
Position in KTF — Dws Municipal Income Trust
CIK 1632283
Lafayette, LA
Position in KTF
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$207,000
+$2,250 QoQ
Shares Held
22,500
0.0% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#44
of 71 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KTF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Summit Financial Wealth Advisors, LLC holds $3,605,279 across 11 Asset Management names. KTF ranks #9 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
|
69,712 | $906,953 | |
| 2 | PDI |
PIMCO Dynamic Income Fund
|
26,119 | $436,187 | |
| 3 | NUV |
Nuveen Municipal Value Fund Inc
|
43,621 | $402,185 | |
| 4 | SBI |
Western Asset Intermediate Muni Fund Inc.
|
40,556 | $319,175 | |
| 5 | STT |
State Street Corp
|
1,679 | $284,758 | |
| 6 | PHYS |
Sprott Physical Gold Trust
|
8,000 | $241,360 | |
| 7 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
10,150 | $230,912 | |
| 8 | BEN |
Franklin Resources Inc
|
6,734 | $224,040 |
All Filings in KTF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,000 | 22,500 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $204,750 | 22,500 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $230,886 | 25,400 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $232,918 | 25,400 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $224,536 | 25,400 | Shares | Sole | 2025-09-29 | |
| 2025-03-31 | $238,252 | 25,400 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $240,030 | 25,400 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $253,238 | 25,400 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $240,538 | 25,400 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $233,877 | 25,900 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $261,366 | 29,400 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $281,334 | 36,537 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $314,583 | 36,537 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $320,729 | 36,037 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $310,278 | 36,037 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $304,819 | 36,637 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $363,187 | 38,637 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $410,018 | 39,387 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $465,554 | 39,387 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $468,705 | 39,387 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $481,703 | 39,387 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $305,078 | 26,187 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $304,554 | 26,187 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $447,487 | 40,387 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $468,579 | 43,387 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $573,355 | 53,187 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||