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	–	196
2019 Q4	$562K	Buy	+50,284	New	+$561K	0.17%	71
2018 Q4	$99K	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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

HWAM

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Ackerman Capital Advisors's VKI Position: Q2 2024 in Review

Ackerman Capital Advisors sold out of Invesco Advantage Municipal Income Trust II (VKI) in Q2 2024, closing a stake of 78,412 shares — an estimated $667K sold.

Ackerman Capital Advisors first reported a position in VKI in Q2 2017 and held it in 7 quarters. The position peaked at $667K in Q1 2024. 73 funds tracked by Wall St. Rank hold VKI as of Q2 2024.

Ackerman Capital Advisors reported no remaining Invesco Advantage Municipal Income Trust II position as of Q2 2024 after selling out during the quarter.
Ackerman Capital Advisors sold 78,412 Invesco Advantage Municipal Income Trust II shares in Q2 2024, an estimated $667K.
Ackerman Capital Advisors first reported a position in Invesco Advantage Municipal Income Trust II in Q2 2017 and held it in 7 quarters.
Ackerman Capital Advisors's Invesco Advantage Municipal Income Trust II position peaked at $667K in Q1 2024.
73 funds tracked by Wall St. Rank held Invesco Advantage Municipal Income Trust II as of Q2 2024.

Based on Ackerman Capital Advisors's 13F filing for Q2 2024, filed 25 Jul 2024.