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 10.9 Million shares, which have been reported (via 13F filing form) to have a value of $98.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
12,387
shares
|
$113,464
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
11,460
shares
|
$104,973
0.0% of portfolio
|
Q1 2024
Reduced 38.91%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
11,434
shares
|
$104,735
0.0% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
11,300
shares
|
$103,508
0.01% of portfolio
|
Q3 2024
Added 232.35%
|
|
|
Fairhaven Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
11,255
shares
|
$103,095
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Matisse Capital
|
Oct 17, 2024 Q3 2024 |
11,023
shares
|
$100,970
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
10,740
shares
|
$98,378
0.0% of portfolio
|
Q3 2024
Reduced 51.25%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
10,715
shares
|
$98,149
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$91,600
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
9,074
shares
|
$83,117
0.0% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
7,517
shares
|
$68,855
0.0% of portfolio
|
Q3 2024
Added 2271.29%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
6,000
shares
|
$54,960
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
5,816
shares
|
$53,274
0.02% of portfolio
|
Q3 2024
Added 66.17%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
5,101
shares
|
$46,725
0.0% of portfolio
|
Q3 2024
Added 15.46%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
3,525
shares
|
$32,289
0.0% of portfolio
|
Q3 2024
Reduced 13.5%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
3,194
shares
|
$29,257
0.0% of portfolio
|
Q1 2023
Added 88.55%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
3,137
shares
|
$28,734
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
3,000
shares
|
$27,480
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
3,000
shares
|
$27,480
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
2,492
shares
|
$22,826
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,014
shares
|
$18,448
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
1,606
shares
|
$14,710
0.0% of portfolio
|
Q2 2024
Reduced 35.01%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,400
shares
|
$12,824
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
669
shares
|
$6,128
0.0% of portfolio
|
Q2 2024
Reduced 89.57%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
625
shares
|
$5,725
0.0% of portfolio
|
Q3 2024
New holding
|