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Moloney Securities Asset Management’s Invesco Advantage Municipal Income Trust II VKI Stock Holding History

Moloney Securities Asset 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
2025
Q3 		$122K Buy
13,910
+1,355
+11% +$11.4K 0.01% 463
2025
Q2 		$105K Sell
12,555
-953
-7% -$7.91K 0.01% 462
2025
Q1 		$115K Buy
13,508
+1,044
+8% +$9.18K 0.02% 450
2024
Q4 		$109K Buy
12,464
+14
+0.1% +$126 0.01% 438
2024
Q3 		$116K Buy
+12,450
New +$113K 0.02% 453

Other funds holding VKI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LWM
LeConte Wealth Management Maryville, Tennessee $155M AUM 18.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Moloney Securities Asset Management's VKI Position: Q3 2025 in Review

Moloney Securities Asset Management increased its Invesco Advantage Municipal Income Trust II (VKI) stake by 11% in Q3 2025, buying an estimated $11.4K and bringing the position to 13,910 shares worth $122K. The position accounts for 0.01% of the portfolio, ranked #463.

Moloney Securities Asset Management first reported a position in VKI in Q3 2024 and has held it in 5 quarters since. 71 funds tracked by Wall St. Rank hold VKI as of Q3 2025.

  • Moloney Securities Asset Management held 13,910 shares of Invesco Advantage Municipal Income Trust II worth $122K as of Q3 2025.
  • Moloney Securities Asset Management bought 1,355 Invesco Advantage Municipal Income Trust II shares in Q3 2025, an estimated $11.4K.
  • Invesco Advantage Municipal Income Trust II made up 0.01% of Moloney Securities Asset Management's portfolio in Q3 2025, its #463 holding.
  • Moloney Securities Asset Management first reported a position in Invesco Advantage Municipal Income Trust II in Q3 2024 and has held it in 5 quarters since.
  • 71 funds tracked by Wall St. Rank held Invesco Advantage Municipal Income Trust II as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.