Institutional Ownership Invesco Advantage Municipal Income Trust Ii (VKI)
This table provides information about the institutional ownership of Invesco Advantage Municipal Income Trust Ii (VKI). We have compiled data on the 79 institutions that hold shares in the stock, with a total of 10.4 Million shares, which have been reported (via 13F filing form) to have a value of $93.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
12,800
shares
|
$115,328
0.0% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
12,250
shares
|
$110,372
0.02% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
11,336
shares
|
$102,137
0.0% of portfolio
|
Q3 2025
Reduced 17.33%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
11,272
shares
|
$101,560
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
11,255
shares
|
$101,407
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
10,715
shares
|
$96,542
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
10,550
shares
|
$95,055
0.0% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
10,364
shares
|
$93,379
0.0% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
10,044
shares
|
$90,496
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
7,666
shares
|
$69,070
0.0% of portfolio
|
Q3 2025
Reduced 89.83%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
3,500
shares
|
$31,535
0.01% of portfolio
|
Q3 2025
Reduced 39.82%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
3,151
shares
|
$28,390
0.0% of portfolio
|
Q3 2025
Reduced 82.86%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
3,000
shares
|
$27,030
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
2,042
shares
|
$18,398
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,014
shares
|
$18,146
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
2,000
shares
|
$18,020
0.0% of portfolio
|
Q3 2025
Reduced 68.34%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
1,694
shares
|
$15,262
0.0% of portfolio
|
Q2 2025
Reduced 46.96%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
1,500
shares
|
$13,515
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,400
shares
|
$12,614
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
1,228
shares
|
$11,064
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
1,000
shares
|
$9,010
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
1,000
shares
|
$9,010
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
443
shares
|
$3,991
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
410
shares
|
$3,694
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
384
shares
|
$3,459
0.0% of portfolio
|
Q3 2025
Reduced 93.98%
|
|