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Community Financial Services Group’s Invesco Advantage Municipal Income Trust II VKI Stock Holding History

Community Financial Services Group’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
Q2 		$3.82K Hold
400
– – ﹤0.01% 447
2026
Q1 		$3.52K Buy
+400
New +$3.64K ﹤0.01% 386

Other funds holding VKI

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCL
Wealth Care LLC Merritt Island, Florida $123M AUM
MPCA
Madison Park Capital Advisors Seattle, Washington $140M AUM 16.26% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Community Financial Services Group's VKI Position: Q2 2026 in Review

Community Financial Services Group held its Invesco Advantage Municipal Income Trust II (VKI) position steady in Q2 2026 at 400 shares worth $3.82K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Community Financial Services Group first reported a position in VKI in Q1 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold VKI as of Q2 2026.

  • Community Financial Services Group held 400 shares of Invesco Advantage Municipal Income Trust II worth $3.82K as of Q2 2026.
  • Community Financial Services Group left its Invesco Advantage Municipal Income Trust II share count unchanged in Q2 2026.
  • Invesco Advantage Municipal Income Trust II made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #447 holding.
  • Community Financial Services Group first reported a position in Invesco Advantage Municipal Income Trust II in Q1 2026 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held Invesco Advantage Municipal Income Trust II as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.