Merit Financial Group, LLC VKQ β€” INVESCO MUNICIPAL TRUST

Ownership history in Merit Financial Group, LLC  Β·  3 quarters on record

AI Ownership Summary

Merit Financial Group, LLC reported INVESCO MUNICIPAL TRUST (VKQ) in 3 quarterly 13F filings from 2026 Q2 through 2026 Q2. The latest visible filing shows VKQ at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VKQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Merit Financial Group, LLC's position in INVESCO MUNICIPAL TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

VKQ was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Merit Financial Group, LLC held VKQ β€” position size vs. price
% of Fund (quarterly)    VKQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED β€” β€” β€” 11,080 -19,037 -63.2% 0.00% $111K 2026-07-17 $9.92
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Merit Financial Group, LLC and VKQ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Merit Financial Group, LLC reported owning VKQ?

Merit Financial Group, LLC reported VKQ across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported VKQ position in Merit Financial Group, LLC's portfolio?

The largest reported portfolio weight for VKQ was 0.00% in 2026 Q2.

What is the latest reported VKQ position on this page?

The most recent filing on this page is 2026 Q2, when Merit Financial Group, LLC reported 11,080 shares, equal to 0.00% of portfolio, with an estimated market value of $111K.

What does the chart on this VKQ ownership page compare?

The chart compares Merit Financial Group, LLC's quarterly VKQ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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