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MAI Capital Management’s Invesco Advantage Municipal Income Trust II VKI Stock Holding History

MAI Capital Management’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
-2,042
Closed -$17.7K – 4634
2026
Q1 		$17.7K Hold
2,042
– – ﹤0.01% 2864
2025
Q4 		$18.6K Hold
2,042
– – ﹤0.01% 2550
2025
Q3 		$17.9K Hold
2,042
– – ﹤0.01% 2453
2025
Q2 		$17.1K Hold
2,042
– – ﹤0.01% 2428
2025
Q1 		$17.4K Hold
2,042
– – ﹤0.01% 2245
2024
Q4 		$17.8K Buy
+2,042
New +$18.4K ﹤0.01% 2275

Other funds holding VKI

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
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
LWM
LeConte Wealth Management Maryville, Tennessee $184M AUM 29.46% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

MAI Capital Management's VKI Position: Q2 2026 in Review

MAI Capital Management sold out of Invesco Advantage Municipal Income Trust II (VKI) in Q2 2026, closing a stake of 2,042 shares — an estimated $17.7K sold.

MAI Capital Management first reported a position in VKI in Q4 2024 and held it in 6 quarters. The position peaked at $18.6K in Q4 2025. 64 funds tracked by Wall St. Rank hold VKI as of Q2 2026.

  • MAI Capital Management reported no remaining Invesco Advantage Municipal Income Trust II position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 2,042 Invesco Advantage Municipal Income Trust II shares in Q2 2026, an estimated $17.7K.
  • MAI Capital Management first reported a position in Invesco Advantage Municipal Income Trust II in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's Invesco Advantage Municipal Income Trust II position peaked at $18.6K in Q4 2025.
  • 64 funds tracked by Wall St. Rank held Invesco Advantage Municipal Income Trust II as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.