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Ranch Capital Advisors’s Invesco Advantage Municipal Income Trust II VKI Stock Holding History

Ranch Capital 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
2021
Q4 		– Sell
-450
Closed -$6K – 571
2021
Q3 		$6K Buy
+450
New +$5.61K ﹤0.01% 533
2021
Q2 		– Sell
-450
Closed -$5.45K – 752
2021
Q1 		$5K Buy
+450
New +$5.22K ﹤0.01% 745

Other funds holding VKI

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Ranch Capital Advisors's VKI Position: Q4 2021 in Review

Ranch Capital Advisors sold out of Invesco Advantage Municipal Income Trust II (VKI) in Q4 2021, closing a stake of 450 shares — an estimated $6K sold.

Ranch Capital Advisors first reported a position in VKI in Q1 2021 and held it in 2 quarters. The position peaked at $6K in Q3 2021. 56 funds tracked by Wall St. Rank hold VKI as of Q4 2021.

  • Ranch Capital Advisors reported no remaining Invesco Advantage Municipal Income Trust II position as of Q4 2021 after selling out during the quarter.
  • Ranch Capital Advisors sold 450 Invesco Advantage Municipal Income Trust II shares in Q4 2021, an estimated $6K.
  • Ranch Capital Advisors first reported a position in Invesco Advantage Municipal Income Trust II in Q1 2021 and held it in 2 quarters.
  • Ranch Capital Advisors's Invesco Advantage Municipal Income Trust II position peaked at $6K in Q3 2021.
  • 56 funds tracked by Wall St. Rank held Invesco Advantage Municipal Income Trust II as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.