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Focus Partners Advisor Solutions’s Invesco Advantage Municipal Income Trust II VKI Stock Holding History

Focus Partners Advisor Solutions’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
2025
Q1 		– Sell
-49,156
Closed -$430K – 1035
2024
Q4 		$430K Buy
+49,156
New +$443K 0.01% 510

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SIA
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HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Focus Partners Advisor Solutions's VKI Position: Q1 2025 in Review

Focus Partners Advisor Solutions sold out of Invesco Advantage Municipal Income Trust II (VKI) in Q1 2025, closing a stake of 49,156 shares — an estimated $430K sold.

Focus Partners Advisor Solutions first reported a position in VKI in Q4 2024 and held it in 1 quarter. The position peaked at $430K in Q4 2024. 71 funds tracked by Wall St. Rank hold VKI as of Q1 2025.

  • Focus Partners Advisor Solutions reported no remaining Invesco Advantage Municipal Income Trust II position as of Q1 2025 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 49,156 Invesco Advantage Municipal Income Trust II shares in Q1 2025, an estimated $430K.
  • Focus Partners Advisor Solutions first reported a position in Invesco Advantage Municipal Income Trust II in Q4 2024 and held it in 1 quarter.
  • Focus Partners Advisor Solutions's Invesco Advantage Municipal Income Trust II position peaked at $430K in Q4 2024.
  • 71 funds tracked by Wall St. Rank held Invesco Advantage Municipal Income Trust II as of Q1 2025.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2025, filed 15 May 2025.