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Anchor Investment Management’s Invesco Advantage Municipal Income Trust II VKI Stock Holding History

Anchor Investment Management’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
2023
Q1 		– Sell
-3,825
Closed -$32.9K – 1010
2022
Q4 		$32.9K Buy
+3,825
New +$31.9K ﹤0.01% 578

Other funds holding VKI

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Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $239M AUM 0.62% 1-Year Est. Return

Anchor Investment Management's VKI Position: Q1 2023 in Review

Anchor Investment Management sold out of Invesco Advantage Municipal Income Trust II (VKI) in Q1 2023, closing a stake of 3,825 shares — an estimated $32.9K sold.

Anchor Investment Management first reported a position in VKI in Q4 2022 and held it in 1 quarter. The position peaked at $32.9K in Q4 2022. 63 funds tracked by Wall St. Rank hold VKI as of Q1 2023.

  • Anchor Investment Management reported no remaining Invesco Advantage Municipal Income Trust II position as of Q1 2023 after selling out during the quarter.
  • Anchor Investment Management sold 3,825 Invesco Advantage Municipal Income Trust II shares in Q1 2023, an estimated $32.9K.
  • Anchor Investment Management first reported a position in Invesco Advantage Municipal Income Trust II in Q4 2022 and held it in 1 quarter.
  • Anchor Investment Management's Invesco Advantage Municipal Income Trust II position peaked at $32.9K in Q4 2022.
  • 63 funds tracked by Wall St. Rank held Invesco Advantage Municipal Income Trust II as of Q1 2023.

Based on Anchor Investment Management's 13F filing for Q1 2023, filed 2 Jan 2024.