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Kingswood Wealth Advisors’s Invesco Advantage Municipal Income Trust II VKI Stock Holding History

Kingswood Wealth Advisors’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
2024
Q4 		– Sell
-35,130
Closed -$327K – 896
2024
Q3 		$327K Hold
35,130
– – 0.02% 556
2024
Q2 		$312K Buy
35,130
+3,000
+9% +$25.5K 0.03% 507
2024
Q1 		$273K Buy
32,130
+10,850
+51% +$92.3K 0.03% 510
2023
Q4 		$180K Buy
+21,280
New +$167K 0.02% 589

Other funds holding VKI

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Kingswood Wealth Advisors's VKI Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of Invesco Advantage Municipal Income Trust II (VKI) in Q4 2024, closing a stake of 35,130 shares — an estimated $327K sold.

Kingswood Wealth Advisors first reported a position in VKI in Q4 2023 and held it in 4 quarters. The position peaked at $327K in Q3 2024. 77 funds tracked by Wall St. Rank hold VKI as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining Invesco Advantage Municipal Income Trust II position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 35,130 Invesco Advantage Municipal Income Trust II shares in Q4 2024, an estimated $327K.
  • Kingswood Wealth Advisors first reported a position in Invesco Advantage Municipal Income Trust II in Q4 2023 and held it in 4 quarters.
  • Kingswood Wealth Advisors's Invesco Advantage Municipal Income Trust II position peaked at $327K in Q3 2024.
  • 77 funds tracked by Wall St. Rank held Invesco Advantage Municipal Income Trust II as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.