Ackerman Capital Advisors’s Invesco Advantage Municipal Income Trust II VKI Stock Holding History

Ackerman Capital Advisors’s Portfolio VKI Stock Details VKI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-78,412	Closed	-$667K	–	108
2024 Q1	$667K	Buy	78,412 +49,044	+167%	+$417K	0.18%	61
2023 Q4	$248K	Buy	+29,368	New	+$230K	0.07%	91
2020 Q1	–	Sell	-50,284	Closed	-$562K	–	197
2019 Q4	$562K	Buy	+50,284	New	+$561K	0.17%	71
2019 Q1	–	Sell	-10,020	Closed	-$99	–	177
2018 Q4	$99	Buy	+10,020	New	+$101K	0.01%	131
2018 Q1	$114K	Hold	10,020	–	–	0.05%	84
2017 Q4	$115K	Buy	+10,020	New	+$114K	0.05%	78
2017 Q2	$116K	Buy	+10,020	New	+$115K	0.05%	87

Other funds holding VKI

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return