Wealth Alliance Advisory Group, LLC
Position in VKQ — Invesco Municipal Trust
CIK 1735734
Wichita, KS
Position in VKQ
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,510,307
+$367,203 QoQ
Shares Held
150,429
+25.3% QoQ
Ownership
0.272%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#16
of 92 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VKQ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Wealth Alliance Advisory Group, LLC holds $12,971,562 across 18 Asset Management names. VKQ ranks #3 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SEIC |
Sei Investments Co
|
37,504 | $3,289,475 | |
| 2 | NZF |
Nuveen Municipal Credit Income Fund
|
134,881 | $1,710,291 | |
| 3 | VKQ |
Invesco Municipal Trust
This page
|
150,429 | $1,510,307 | |
| 4 | VMO |
Invesco Municipal Opportunity Trust
|
95,961 | $947,135 | |
| 5 | NAD |
Nuveen Quality Municipal Income Fund
|
67,825 | $822,039 | |
| 6 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
46,649 | $694,137 | |
| 7 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
52,929 | $621,386 | |
| 8 | VGM |
Invesco Trust for Investment Grade Municipals
|
44,891 | $475,844 |
All Filings in VKQ
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,510,307 | 150,429 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,143,104 | 120,074 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $783,589 | 81,201 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $721,009 | 74,716 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $665,351 | 72,716 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $675,171 | 69,966 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $652,521 | 66,516 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $619,519 | 60,382 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $568,805 | 57,109 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $536,468 | 55,306 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $550,891 | 57,806 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $582,182 | 69,806 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $526,722 | 55,856 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $673,131 | 67,856 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $669,299 | 67,606 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $257,702 | 28,195 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $228,610 | 22,501 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $247,361 | 21,491 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $232,903 | 17,342 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $222,440 | 16,600 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $227,752 | 16,600 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $290,400 | 22,000 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $282,040 | 22,000 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $264,220 | 22,000 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $258,720 | 22,000 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $257,400 | 22,000 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||