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Strive Financial Group’s Invesco Advantage Municipal Income Trust II VKI Stock Holding History

Strive Financial 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
-348
Closed -$3.17K – 861
2025
Q4 		$3.17K Buy
+348
New +$3.09K ﹤0.01% 528

Other funds holding VKI

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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 $3.5B AUM 41.95% 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

Strive Financial Group's VKI Position: Q1 2026 in Review

Strive Financial Group sold out of Invesco Advantage Municipal Income Trust II (VKI) in Q1 2026, closing a stake of 348 shares — an estimated $3.17K sold.

Strive Financial Group first reported a position in VKI in Q4 2025 and held it in 1 quarter. The position peaked at $3.17K in Q4 2025. 64 funds tracked by Wall St. Rank hold VKI as of Q1 2026.

  • Strive Financial Group reported no remaining Invesco Advantage Municipal Income Trust II position as of Q1 2026 after selling out during the quarter.
  • Strive Financial Group sold 348 Invesco Advantage Municipal Income Trust II shares in Q1 2026, an estimated $3.17K.
  • Strive Financial Group first reported a position in Invesco Advantage Municipal Income Trust II in Q4 2025 and held it in 1 quarter.
  • Strive Financial Group's Invesco Advantage Municipal Income Trust II position peaked at $3.17K in Q4 2025.
  • 64 funds tracked by Wall St. Rank held Invesco Advantage Municipal Income Trust II as of Q1 2026.

Based on Strive Financial Group's 13F filing for Q1 2026, filed 15 May 2026.