Better Money Decisions’s Invesco Advantage Municipal Income Trust II VKI Stock Holding History

Better Money Decisions’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 Q3	–	Sell	-1,066	Closed	-$10K	–	427
2022 Q2	$10K	Buy	+1,066	New	+$10.1K	0.01%	321
2021 Q4	–	Sell	-1,045	Closed	-$13K	–	557
2021 Q3	$13K	Buy	1,045 +12	+1%	+$150	0.01%	354
2021 Q2	$13K	Buy	1,033 +12	+1%	+$145	0.01%	345
2021 Q1	$12K	Buy	+1,021	New	+$11.8K	0.01%	309

Other funds holding VKI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Better Money Decisions's VKI Position: Q3 2022 in Review

Better Money Decisions sold out of Invesco Advantage Municipal Income Trust II (VKI) in Q3 2022, closing a stake of 1,066 shares — an estimated $10K sold.

Better Money Decisions first reported a position in VKI in Q1 2021 and held it in 4 quarters. The position peaked at $13K in Q3 2021. 66 funds tracked by Wall St. Rank hold VKI as of Q3 2022.

Better Money Decisions reported no remaining Invesco Advantage Municipal Income Trust II position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 1,066 Invesco Advantage Municipal Income Trust II shares in Q3 2022, an estimated $10K.
Better Money Decisions first reported a position in Invesco Advantage Municipal Income Trust II in Q1 2021 and held it in 4 quarters.
Better Money Decisions's Invesco Advantage Municipal Income Trust II position peaked at $13K in Q3 2021.
66 funds tracked by Wall St. Rank held Invesco Advantage Municipal Income Trust II as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.