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SageView Advisory Group’s Invesco Advantage Municipal Income Trust II VKI Stock Holding History

SageView Advisory 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
Q1 		– Sell
-238
Closed -$2.17K – 2369
2025
Q4 		$2.17K Buy
+238
New +$2.12K ﹤0.01% 2218

Other funds holding VKI

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
LWM
LeConte Wealth Management Maryville, Tennessee $184M AUM 29.46% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

SageView Advisory Group's VKI Position: Q1 2026 in Review

SageView Advisory Group sold out of Invesco Advantage Municipal Income Trust II (VKI) in Q1 2026, closing a stake of 238 shares — an estimated $2.17K sold.

SageView Advisory Group first reported a position in VKI in Q4 2025 and held it in 1 quarter. The position peaked at $2.17K in Q4 2025. 64 funds tracked by Wall St. Rank hold VKI as of Q1 2026.

  • SageView Advisory Group reported no remaining Invesco Advantage Municipal Income Trust II position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 238 Invesco Advantage Municipal Income Trust II shares in Q1 2026, an estimated $2.17K.
  • SageView Advisory Group first reported a position in Invesco Advantage Municipal Income Trust II in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Invesco Advantage Municipal Income Trust II position peaked at $2.17K in Q4 2025.
  • 64 funds tracked by Wall St. Rank held Invesco Advantage Municipal Income Trust II as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.