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Wealthspire Advisors (New York)’s Invesco Advantage Municipal Income Trust II VKI Stock Holding History

Wealthspire Advisors (New York)’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 		– Sell
-443
Closed -$3.89K – 2840
2025
Q3 		$3.89K Buy
+443
New +$3.73K ﹤0.01% 2419

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

Wealthspire Advisors (New York)'s VKI Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Invesco Advantage Municipal Income Trust II (VKI) in Q4 2025, closing a stake of 443 shares — an estimated $3.89K sold.

Wealthspire Advisors (New York) first reported a position in VKI in Q3 2025 and held it in 1 quarter. The position peaked at $3.89K in Q3 2025. 66 funds tracked by Wall St. Rank hold VKI as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Invesco Advantage Municipal Income Trust II position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 443 Invesco Advantage Municipal Income Trust II shares in Q4 2025, an estimated $3.89K.
  • Wealthspire Advisors (New York) first reported a position in Invesco Advantage Municipal Income Trust II in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Invesco Advantage Municipal Income Trust II position peaked at $3.89K in Q3 2025.
  • 66 funds tracked by Wall St. Rank held Invesco Advantage Municipal Income Trust II as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.