Position in KTF
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$158,727
+$1,725 QoQ
Shares Held
17,253
0.0% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#49
of 71 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KTF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Plan A Wealth LLC holds $320,338 across 2 Asset Management names. KTF ranks #2 (49.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MQY |
Blackrock Muniyield Quality Fund, Inc.
|
13,932 | $161,611 | |
| 2 | KTF |
Dws Municipal Income Trust
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|
17,253 | $158,727 |
All Filings in KTF
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $158,727 | 17,253 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $157,002 | 17,253 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $156,829 | 17,253 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $171,965 | 18,753 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $165,776 | 18,753 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $175,903 | 18,753 | Shares | Sole | 2025-11-06 | |
| 2024-12-31 | $177,215 | 18,753 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||