Concurrent Investment Advisors’s Invesco Advantage Municipal Income Trust II VKI Stock Holding History

Concurrent Investment 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
2026 Q2	$266K	Hold	28,032	–	–	﹤0.01%	1767
2026 Q1	$243K	Hold	28,032	–	–	﹤0.01%	1629
2025 Q4	$256K	Hold	28,032	–	–	﹤0.01%	1495
2025 Q3	$246K	Buy	+28,032	New	+$236K	﹤0.01%	1249

Other funds holding VKI

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

ITIM

Indiana Trust & Investment Management Mishawaka, Indiana $366M AUM 33.66% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Concurrent Investment Advisors's VKI Position: Q2 2026 in Review

Concurrent Investment Advisors held its Invesco Advantage Municipal Income Trust II (VKI) position steady in Q2 2026 at 28,032 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #1767.

Concurrent Investment Advisors first reported a position in VKI in Q3 2025 and has held it in 4 quarters since. 19 funds tracked by Wall St. Rank hold VKI as of Q2 2026.

Concurrent Investment Advisors held 28,032 shares of Invesco Advantage Municipal Income Trust II worth $266K as of Q2 2026.
Concurrent Investment Advisors 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 Concurrent Investment Advisors's portfolio in Q2 2026, its #1767 holding.
Concurrent Investment Advisors first reported a position in Invesco Advantage Municipal Income Trust II in Q3 2025 and has held it in 4 quarters since.
19 funds tracked by Wall St. Rank held Invesco Advantage Municipal Income Trust II as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.