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Altus Wealth Group’s Invesco Advantage Municipal Income Trust II VKI Stock Holding History

Altus Wealth Group’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
2021
Q1 		– Sell
-1,685
Closed -$19K – 742
2020
Q4 		$19K Buy
+1,685
New +$18.6K 0.02% 387

Other funds holding VKI

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Altus Wealth Group's VKI Position: Q1 2021 in Review

Altus Wealth Group sold out of Invesco Advantage Municipal Income Trust II (VKI) in Q1 2021, closing a stake of 1,685 shares — an estimated $19K sold.

Altus Wealth Group first reported a position in VKI in Q4 2020 and held it in 1 quarter. The position peaked at $19K in Q4 2020. 64 funds tracked by Wall St. Rank hold VKI as of Q1 2021.

  • Altus Wealth Group reported no remaining Invesco Advantage Municipal Income Trust II position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 1,685 Invesco Advantage Municipal Income Trust II shares in Q1 2021, an estimated $19K.
  • Altus Wealth Group first reported a position in Invesco Advantage Municipal Income Trust II in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's Invesco Advantage Municipal Income Trust II position peaked at $19K in Q4 2020.
  • 64 funds tracked by Wall St. Rank held Invesco Advantage Municipal Income Trust II as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.