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Founders Financial Alliance’s Invesco Advantage Municipal Income Trust II VKI Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-2,118
Closed -$23K – 1216
2020
Q3 		$23K Buy
+2,118
New +$23.1K 0.01% 543

Other funds holding VKI

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Founders Financial Alliance's VKI Position: Q4 2020 in Review

Founders Financial Alliance sold out of Invesco Advantage Municipal Income Trust II (VKI) in Q4 2020, closing a stake of 2,118 shares — an estimated $23K sold.

Founders Financial Alliance first reported a position in VKI in Q3 2020 and held it in 1 quarter. The position peaked at $23K in Q3 2020. 59 funds tracked by Wall St. Rank hold VKI as of Q4 2020.

  • Founders Financial Alliance reported no remaining Invesco Advantage Municipal Income Trust II position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 2,118 Invesco Advantage Municipal Income Trust II shares in Q4 2020, an estimated $23K.
  • Founders Financial Alliance first reported a position in Invesco Advantage Municipal Income Trust II in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Invesco Advantage Municipal Income Trust II position peaked at $23K in Q3 2020.
  • 59 funds tracked by Wall St. Rank held Invesco Advantage Municipal Income Trust II as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.