Cetera Investment Advisers
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Cetera Investment Advisers’s Invesco Advantage Municipal Income Trust II VKI Stock Holding History

Cetera Investment Advisers’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
2026
Q1 		$310K Buy
35,844
+6,068
+20% +$55.2K ﹤0.01% 3947
2025
Q4 		$272K Sell
29,776
-1,212
-4% -$10.8K ﹤0.01% 3993
2025
Q3 		$272K Buy
30,988
+9,176
+42% +$77.2K ﹤0.01% 3916
2025
Q2 		$183K Buy
21,812
+887
+4% +$7.36K ﹤0.01% 3747
2025
Q1 		$179K Buy
+20,925
New +$184K ﹤0.01% 3641

Other funds holding VKI

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LWM
LeConte Wealth Management Maryville, Tennessee $155M AUM 18.37% 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 $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Cetera Investment Advisers's VKI Position: Q1 2026 in Review

Cetera Investment Advisers increased its Invesco Advantage Municipal Income Trust II (VKI) stake by 20% in Q1 2026, buying an estimated $55.2K and bringing the position to 35,844 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #3947.

Cetera Investment Advisers first reported a position in VKI in Q1 2025 and has held it in 5 quarters since. 64 funds tracked by Wall St. Rank hold VKI as of Q1 2026.

  • Cetera Investment Advisers held 35,844 shares of Invesco Advantage Municipal Income Trust II worth $310K as of Q1 2026.
  • Cetera Investment Advisers bought 6,068 Invesco Advantage Municipal Income Trust II shares in Q1 2026, an estimated $55.2K.
  • Invesco Advantage Municipal Income Trust II made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3947 holding.
  • Cetera Investment Advisers first reported a position in Invesco Advantage Municipal Income Trust II in Q1 2025 and has held it in 5 quarters since.
  • 64 funds tracked by Wall St. Rank held Invesco Advantage Municipal Income Trust II as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.