BPI
VKI icon

BFC Planning, Inc.’s Invesco Advantage Municipal Income Trust II VKI Stock Holding History

BFC Planning, Inc.’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 		– Sell
-14,052
Closed -$122K – 3520
2026
Q1 		$122K Buy
14,052
+72
+0.5% +$655 0.01% 1045
2025
Q4 		$127K Buy
+13,980
New +$124K 0.01% 1035

Other funds holding VKI

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LeConte Wealth Management
LeConte Wealth Management Maryville, Tennessee $187M AUM 23.29% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BFC Planning, Inc.'s VKI Position: Q2 2026 in Review

BFC Planning, Inc. sold out of Invesco Advantage Municipal Income Trust II (VKI) in Q2 2026, closing a stake of 14,052 shares — an estimated $122K sold.

BFC Planning, Inc. first reported a position in VKI in Q4 2025 and held it in 2 quarters. The position peaked at $127K in Q4 2025. 64 funds tracked by Wall St. Rank hold VKI as of Q2 2026.

  • BFC Planning, Inc. reported no remaining Invesco Advantage Municipal Income Trust II position as of Q2 2026 after selling out during the quarter.
  • BFC Planning, Inc. sold 14,052 Invesco Advantage Municipal Income Trust II shares in Q2 2026, an estimated $122K.
  • BFC Planning, Inc. first reported a position in Invesco Advantage Municipal Income Trust II in Q4 2025 and held it in 2 quarters.
  • BFC Planning, Inc.'s Invesco Advantage Municipal Income Trust II position peaked at $127K in Q4 2025.
  • 64 funds tracked by Wall St. Rank held Invesco Advantage Municipal Income Trust II as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.