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 80 institutions that hold shares in the stock, with a total of 11.1 Million shares, which have been reported (via 13F filing form) to have a value of $94.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Feb 14, 2025 Q4 2024 |
15,000
shares
|
$127,200
0.0% of portfolio
|
Q2 2024
Reduced 14.29%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
14,845
shares
|
$125,885
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Landscape Capital Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
14,019
shares
|
$118,881
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
13,747
shares
|
$116,574
0.01% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
13,651
shares
|
$115,760
0.0% of portfolio
|
Q1 2025
Added 32.32%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
13,508
shares
|
$114,547
0.02% of portfolio
|
Q1 2025
Added 8.38%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
13,275
shares
|
$112,572
0.0% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 05, 2025 Q1 2025 |
12,800
shares
|
$108,544
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
11,524
shares
|
$97,723
0.0% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
11,460
shares
|
$97,180
0.0% of portfolio
|
Q1 2024
Reduced 38.91%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
11,272
shares
|
$95,586
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
11,255
shares
|
$95,442
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Feb 11, 2025 Q4 2024 |
11,075
shares
|
$93,916
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
10,715
shares
|
$90,863
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tpg Advisors LLC
Northfield, IL |
Apr 24, 2025 Q1 2025 |
10,282
shares
|
$87,191
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
10,000
shares
|
$84,800
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
6,231
shares
|
$52,838
0.0% of portfolio
|
Q1 2025
Reduced 31.91%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
6,000
shares
|
$50,880
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
5,816
shares
|
$49,319
0.02% of portfolio
|
Q3 2024
Added 66.17%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
3,525
shares
|
$29,892
0.0% of portfolio
|
Q3 2024
Reduced 13.5%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
3,194
shares
|
$27,085
0.0% of portfolio
|
Q1 2023
Added 88.55%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
3,000
shares
|
$25,440
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
2,042
shares
|
$17,316
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,014
shares
|
$17,078
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,400
shares
|
$11,872
0.0% of portfolio
|
Q2 2022
New holding
|