Stocks
VKQ
IBEX WEALTH ADVISORS

IBEX WEALTH ADVISORS

CIK

0001686242

City

LEBANON

State / Country

NJ

Stock

VKQ — Invesco Municipal Trust

Top Portfolio Positions

88 positions · $901,549,809 total · as of Dec 31, 2025

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	682,514	$127,288,861	14.12%
AVGO	Broadcom Inc. Technology	168,254	$58,232,709	6.46%
MSFT	Microsoft Corp Technology	81,199	$39,269,460	4.36%
PLTR	Palantir Technologies Inc. Technology	189,444	$33,673,671	3.74%
AAPL	Apple Inc.	113,449	$30,842,245	3.42%
APP	AppLovin Corp Communication Services	44,953	$30,290,230	3.36%
JXN	Jackson Financial Inc. Financial Services	196,136	$20,917,904	2.32%
WMB	Williams Companies, Inc. Energy	346,718	$20,841,218	2.31%
GOOGL	Alphabet Inc.	63,392	$19,841,696	2.20%
AMZN	Amazon Com Inc	78,677	$18,160,225	2.01%

Portfolio Trend

23 quarters · across all stocks

Holdings in VKQ

Shares Held

Position Value (USD)

17 of 17 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-12-31	$874,772	90,650	-5.7%	Shares	Sole	2026-02-17
2025-09-30	$927,413	96,105	-0.9%	Shares	Sole	2025-11-12
2025-06-30	$887,083	96,949	+1.0%	Shares	Sole	2025-08-07
2025-03-31	$926,371	95,997	+7.7%	Shares	Sole	2025-04-15
2024-12-31	$874,355	89,129	+33.5%	Shares	Sole	2025-01-23
2022-12-31	$660,795	66,747	-13.5%	Shares	Sole	2023-02-06
2022-09-30	$704,968	77,130	+0.4%	Shares	Sole	2022-10-31
2022-06-30	$780,166	76,788	-10.8%	Shares	Sole	2022-08-16
2022-03-31	$991,344	86,129	-15.1%	Shares	Sole	2022-05-16
2021-12-31	$1,361,922	101,409	-5.5%	Shares	Sole	2022-02-22
2021-09-30	$1,437,310	107,262	-16.5%	Shares	Sole	2021-11-12
2021-06-30	$1,762,978	128,497	+5.6%	Shares	Sole	2021-08-20
2021-03-31	$1,606,954	121,739	-4.7%	Shares	Sole	2021-05-05
2020-12-31	$1,637,024	127,693	+15.1%	Shares	Sole	2021-01-22
2020-09-30	$1,332,149	110,920	-7.7%	Shares	Sole	2020-10-23
2020-06-30	$1,412,787	120,135	+15.3%	Shares	Sole	2020-08-14
2020-03-31	$1,218,941	104,183	—	Shares	Sole	2020-05-05
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