Private Advisor Group
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Private Advisor Group’s Invesco Advantage Municipal Income Trust II VKI Stock Holding History

Private Advisor Group’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
Q3 		$87.7K Buy
+11,729
New +$104K ﹤0.01% 3010
2024
Q2 		– Sell
-10,229
Closed -$86.9K – 2471
2024
Q1 		$86.9K Hold
10,229
– – ﹤0.01% 2212
2023
Q4 		$86.4K Buy
+10,229
New +$80.2K ﹤0.01% 2126
2020
Q3 		– Sell
-3,338
Closed -$35K – 3362
2020
Q2 		$35K Buy
+3,338
New +$34.2K ﹤0.01% 2283

Other funds holding VKI

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
LeConte Wealth Management
LeConte Wealth Management Maryville, Tennessee $187M AUM 23.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Whipplewood Advisors
Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return
Indivisible Partners
Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return
Melfa Wealth Management
Melfa Wealth Management Westborough, Massachusetts $180M AUM 7.86% 1-Year Est. Return
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $367M AUM 23.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Private Advisor Group's VKI Position: Q3 2026 in Review

Private Advisor Group opened a new position in Invesco Advantage Municipal Income Trust II (VKI) in Q3 2026: 11,729 shares worth $87.7K. The stake represents ﹤0.01% of the portfolio and ranks #3010 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in VKI as recently as Q1 2024.

Private Advisor Group first reported a position in VKI in Q2 2020 and has held it in 4 quarters since. 44 funds tracked by Wall St. Rank hold VKI as of Q3 2026.

  • Private Advisor Group held 11,729 shares of Invesco Advantage Municipal Income Trust II worth $87.7K as of Q3 2026.
  • Invesco Advantage Municipal Income Trust II was a new Private Advisor Group position in Q3 2026.
  • Invesco Advantage Municipal Income Trust II made up ﹤0.01% of Private Advisor Group's portfolio in Q3 2026, its #3010 holding.
  • Private Advisor Group first reported a position in Invesco Advantage Municipal Income Trust II in Q2 2020 and has held it in 4 quarters since.
  • 44 funds tracked by Wall St. Rank held Invesco Advantage Municipal Income Trust II as of Q3 2026.

Based on Private Advisor Group's 13F filing for Q3 2026, filed 10 Nov 2026.