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B. Riley Wealth Advisors’s Invesco Advantage Municipal Income Trust II VKI Stock Holding History

B. Riley Wealth 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
2022
Q4 		– Sell
-14,000
Closed -$114K – 1593
2022
Q3 		$114K Buy
+14,000
New +$128K ﹤0.01% 1307

Other funds holding VKI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

B. Riley Wealth Advisors's VKI Position: Q4 2022 in Review

B. Riley Wealth Advisors sold out of Invesco Advantage Municipal Income Trust II (VKI) in Q4 2022, closing a stake of 14,000 shares — an estimated $114K sold.

B. Riley Wealth Advisors first reported a position in VKI in Q3 2022 and held it in 1 quarter. The position peaked at $114K in Q3 2022. 64 funds tracked by Wall St. Rank hold VKI as of Q4 2022.

  • B. Riley Wealth Advisors reported no remaining Invesco Advantage Municipal Income Trust II position as of Q4 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 14,000 Invesco Advantage Municipal Income Trust II shares in Q4 2022, an estimated $114K.
  • B. Riley Wealth Advisors first reported a position in Invesco Advantage Municipal Income Trust II in Q3 2022 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Invesco Advantage Municipal Income Trust II position peaked at $114K in Q3 2022.
  • 64 funds tracked by Wall St. Rank held Invesco Advantage Municipal Income Trust II as of Q4 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.