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
2025 Q4	$2.17K	Buy	+238	New	+$2.12K	﹤0.01%	2218

Other funds holding VKI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

LWM

LeConte Wealth Management Maryville, Tennessee $155M AUM 18.37% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

SageView Advisory Group's VKI Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Invesco Advantage Municipal Income Trust II (VKI) in Q4 2025: 238 shares worth $2.17K. The stake represents ﹤0.01% of the portfolio and ranks #2218 among its holdings.

66 funds tracked by Wall St. Rank hold VKI as of Q4 2025.

SageView Advisory Group held 238 shares of Invesco Advantage Municipal Income Trust II worth $2.17K as of Q4 2025.
Invesco Advantage Municipal Income Trust II was a new SageView Advisory Group position in Q4 2025.
Invesco Advantage Municipal Income Trust II made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #2218 holding.
66 funds tracked by Wall St. Rank held Invesco Advantage Municipal Income Trust II as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.