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Atria Wealth Solutions’s Invesco Advantage Municipal Income Trust II VKI Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$197K Buy
+23,556
New +$195K ﹤0.01% 1394

Other funds holding VKI

RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LWM
LeConte Wealth Management Maryville, Tennessee $184M AUM 29.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atria Wealth Solutions's VKI Position: Q2 2025 in Review

Atria Wealth Solutions opened a new position in Invesco Advantage Municipal Income Trust II (VKI) in Q2 2025: 23,556 shares worth $197K. The stake represents ﹤0.01% of the portfolio and ranks #1394 among its holdings.

72 funds tracked by Wall St. Rank hold VKI as of Q2 2025.

  • Atria Wealth Solutions held 23,556 shares of Invesco Advantage Municipal Income Trust II worth $197K as of Q2 2025.
  • Invesco Advantage Municipal Income Trust II was a new Atria Wealth Solutions position in Q2 2025.
  • Invesco Advantage Municipal Income Trust II made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1394 holding.
  • 72 funds tracked by Wall St. Rank held Invesco Advantage Municipal Income Trust II as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.