Axiom Investment Management’s Invesco High Income Trust II VLT Stock Holding History

Axiom Investment Management’s Portfolio VLT Stock Details VLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.9K	Buy	+1,176	New	+$12.7K	0.01%	309

Other funds holding VLT

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

Axiom Investment Management's VLT Position: Q1 2026 in Review

Axiom Investment Management opened a new position in Invesco High Income Trust II (VLT) in Q1 2026: 1,176 shares worth $11.9K. The stake represents 0.01% of the portfolio and ranks #309 among its holdings.

23 funds tracked by Wall St. Rank hold VLT as of Q1 2026.

Axiom Investment Management held 1,176 shares of Invesco High Income Trust II worth $11.9K as of Q1 2026.
Invesco High Income Trust II was a new Axiom Investment Management position in Q1 2026.
Invesco High Income Trust II made up 0.01% of Axiom Investment Management's portfolio in Q1 2026, its #309 holding.
23 funds tracked by Wall St. Rank held Invesco High Income Trust II as of Q1 2026.

Based on Axiom Investment Management's 13F filing for Q1 2026, filed 26 May 2026.