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 10.7 Million shares, which have been reported (via 13F filing form) to have a value of $89.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
14,316
shares
|
$119,538
0.0% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
13,713
shares
|
$114,503
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
13,017
shares
|
$108,691
0.0% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
12,800
shares
|
$106,880
0.0% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
12,800
shares
|
$106,880
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
12,782
shares
|
$106,729
0.08% of portfolio
|
Q2 2025
Added 24.31%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
12,555
shares
|
$104,834
0.01% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
11,660
shares
|
$97,361
0.0% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
11,272
shares
|
$94,121
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
11,255
shares
|
$93,979
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
10,715
shares
|
$89,470
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
10,550
shares
|
$88,092
0.0% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
10,347
shares
|
$86,397
0.0% of portfolio
|
Q2 2025
Reduced 10.21%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
6,384
shares
|
$53,306
0.0% of portfolio
|
Q2 2025
Added 6.4%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
6,317
shares
|
$52,746
0.0% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
5,816
shares
|
$48,563
0.02% of portfolio
|
Q3 2024
Added 66.17%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
3,525
shares
|
$29,433
0.0% of portfolio
|
Q3 2024
Reduced 13.5%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
3,000
shares
|
$25,050
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,042
shares
|
$17,050
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,014
shares
|
$16,816
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,694
shares
|
$14,144
0.0% of portfolio
|
Q2 2025
Reduced 46.96%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
1,400
shares
|
$11,690
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
1,228
shares
|
$10,253
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
669
shares
|
$5,586
0.0% of portfolio
|
Q1 2024
Added 858.74%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
364
shares
|
$3,039
0.0% of portfolio
|
Q2 2022
New holding
|