Fortitude Family Office’s Invesco Advantage Municipal Income Trust II VKI Stock Holding History

Fortitude Family Office’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	–	Sell	-3,500	Closed	-$31.9K	–	2081
2025 Q4	$31.9K	Hold	3,500	–	–	0.01%	308
2025 Q3	$30.7K	Sell	3,500 -2,316	-40%	-$19.5K	0.01%	320
2025 Q2	$48.7K	Hold	5,816	–	–	0.02%	251
2025 Q1	$49.7K	Hold	5,816	–	–	0.02%	227
2024 Q4	$50.8K	Hold	5,816	–	–	0.02%	256
2024 Q3	$54.1K	Buy	5,816 +2,316	+66%	+$21K	0.02%	229
2024 Q2	$31K	Sell	3,500 -3,800	-52%	-$32.3K	0.02%	237
2024 Q1	$62K	Hold	7,300	–	–	0.04%	127
2023 Q4	$61.7K	Buy	+7,300	New	+$57.3K	0.05%	140

Other funds holding VKI

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Fortitude Family Office's VKI Position: Q1 2026 in Review

Fortitude Family Office sold out of Invesco Advantage Municipal Income Trust II (VKI) in Q1 2026, closing a stake of 3,500 shares — an estimated $31.9K sold.

Fortitude Family Office first reported a position in VKI in Q4 2023 and held it in 9 quarters. The position peaked at $62K in Q1 2024. 64 funds tracked by Wall St. Rank hold VKI as of Q1 2026.

Fortitude Family Office reported no remaining Invesco Advantage Municipal Income Trust II position as of Q1 2026 after selling out during the quarter.
Fortitude Family Office sold 3,500 Invesco Advantage Municipal Income Trust II shares in Q1 2026, an estimated $31.9K.
Fortitude Family Office first reported a position in Invesco Advantage Municipal Income Trust II in Q4 2023 and held it in 9 quarters.
Fortitude Family Office's Invesco Advantage Municipal Income Trust II position peaked at $62K in Q1 2024.
64 funds tracked by Wall St. Rank held Invesco Advantage Municipal Income Trust II as of Q1 2026.

Based on Fortitude Family Office's 13F filing for Q1 2026, filed 16 Apr 2026.