VKI

Invesco Adv Muni Inc Tr Ii

Latest period2024 - Q4Total superinvestors11

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 11 superinvestors own shares of Invesco Adv Muni Inc Tr Ii (VKI), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Invesco Adv Muni Inc Tr Ii (VKI), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Invesco Adv Muni Inc Tr Ii (VKI) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Invesco Adv Muni Inc Tr Ii (VKI) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
Recent Activity
Decreased -21.11%
0.3%
$6.457M
738,830 shares@ 8.74 avg price
Victor Melfa Jr.@Melfa Wealth Management, Inc.
Recent Activity
0.5%
$746,832
85,450 shares@ 8.74 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Increased 0.51%
0.02%
$613,216
70,162 shares@ 8.75 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$627,205
67,369 shares@ 9.31 avg price
GABRIEL M BUSTAMANTE@Bayshore Asset Management, Llc
Recent Activity
0.2%
$419,529
48,001 shares@ 8.75 avg price
ANDREW J. BARFOOT@Madison Park Capital Advisors, Llc
Recent Activity
Increased 31.88%
0.29%
$362,642
41,492 shares@ 8.75 avg price
Kayla Berg@Dakota Wealth Management
Recent Activity
Decreased -11.29%
0.01%
$137,218
15,700 shares@ 8.74 avg price
Steven Pisano@Simon Quick Advisors, Llc
Recent Activity
Increased 3.32%
0.01%
$115,729
13,241 shares@ 8.75 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 0.4%
0.01%
$100,000
11,479 shares@ 8.72 avg price
Drew Phillips@Fortitude Family Office, Llc
Recent Activity
0.02%
$50,832
5,816 shares@ 8.75 avg price