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Independent Advisor Alliance’s Invesco Advantage Municipal Income Trust II VKI Stock Holding History

Independent Advisor 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
2025
Q1 		– Sell
-86,032
Closed -$752K – 1347
2024
Q4 		$752K Buy
+86,032
New +$775K 0.01% 812
2020
Q1 		– Sell
-11,341
Closed -$127K – 847
2019
Q4 		$127K Buy
+11,341
New +$126K 0.01% 854

Other funds holding VKI

RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LWM
LeConte Wealth Management Maryville, Tennessee $155M AUM 18.37% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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

Independent Advisor Alliance's VKI Position: Q1 2025 in Review

Independent Advisor Alliance sold out of Invesco Advantage Municipal Income Trust II (VKI) in Q1 2025, closing a stake of 86,032 shares — an estimated $752K sold.

Independent Advisor Alliance first reported a position in VKI in Q4 2019 and held it in 2 quarters. The position peaked at $752K in Q4 2024. 71 funds tracked by Wall St. Rank hold VKI as of Q1 2025.

  • Independent Advisor Alliance reported no remaining Invesco Advantage Municipal Income Trust II position as of Q1 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 86,032 Invesco Advantage Municipal Income Trust II shares in Q1 2025, an estimated $752K.
  • Independent Advisor Alliance first reported a position in Invesco Advantage Municipal Income Trust II in Q4 2019 and held it in 2 quarters.
  • Independent Advisor Alliance's Invesco Advantage Municipal Income Trust II position peaked at $752K in Q4 2024.
  • 71 funds tracked by Wall St. Rank held Invesco Advantage Municipal Income Trust II as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.