INVESCO ADVANTAGE MUN INCOME (VKI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
62
Reporting holders
$73.3M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | $9.4M | 989,489 | 0.27% | 22q | +98.3%+$4.7M |
| GUGGENHEIM CAPITAL LLC | $9.0M | 945,837 | 0.06% | 31q | -9.1%-$893.5K |
| BANK OF AMERICA CORP /DE/ | $8.6M | 909,361 | 0.00% | 31q | +0.8%+$71.4K |
| MORGAN STANLEY | $7.8M | 826,090 | 0.00% | 35q | +9.7%+$693.5K |
| UBS Group AG | $7.3M | 775,083 | 0.00% | 31q | -8.2%-$657.9K |
| WELLS FARGO & COMPANY/MN | $5.1M | 536,445 | 0.00% | 31q | -44.1%-$4.0M |
| LeConte Wealth Management, LLC | $4.9M | 520,321 | 2.69% | 6q | -10.9%-$606.1K |
| LPL Financial LLC | $2.4M | 257,935 | 0.00% | 31q | -35.5%-$1.3M |
| VAN ECK ASSOCIATES CORP | $2.4M | 251,179 | 0.00% | 31q | -1.5%-$37.0K |
| STIFEL FINANCIAL CORP | $1.8M | 188,010 | 0.00% | 31q | +8.8%+$144.5K |
| RAYMOND JAMES FINANCIAL INC | $1.5M | 156,657 | 0.00% | 7q | +12.6%+$166.6K |
| Whipplewood Advisors, LLC | $1.1M | 112,493 | 0.72% | 7q | -1.0%-$10.3K |
| Indivisible Partners | $859.0K | 90,611 | 0.05% | 3q | HELD |
| MELFA WEALTH MANAGEMENT, INC. | $793.3K | 83,679 | 0.43% | 15q | HELD |
| Indiana Trust & Investment Management Co | $711.0K | 75,000 | 0.19% | 12q | HELD |
| ROYAL BANK OF CANADA | $699.0K | 73,744 | 0.00% | 31q | +52.1%+$239.4K |
| SMITH, MOORE & CO. | $643.1K | 67,841 | 0.04% | 10q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $633.3K | 67,369 | 0.00% | 11q | HELD |
| AMERIPRISE FINANCIAL INC | $555.0K | 58,548 | 0.00% | 31q | -42.2%-$406.0K |
| Capital Investment Advisors, LLC | $502.6K | 53,018 | 0.01% | 13q | -4.7%-$25.0K |
| Wealth Care LLC | $474.0K | 50,000 | 0.38% | 2q | HELD |
| Madison Park Capital Advisors, LLC | $458.6K | 1,497 | 0.33% | 11q | -96.7%-$13.5M |
| Rockefeller Capital Management L.P. | $443.7K | 46,799 | 0.00% | 26q | -15.7%-$82.4K |
| ROTHSCHILD INVESTMENT LLC | $404.5K | 42,666 | 0.02% | 11q | +456.6%+$331.8K |
| Cetera Investment Advisers | $343.9K | 36,278 | 0.00% | 6q | +1.2%+$4.1K |
| World Investment Advisors | $322.3K | 37,212 | 0.01% | 10q | -15.0%-$57.0K |
| AlphaCore Capital LLC | $274.7K | 28,974 | 0.01% | 6q | +1.9%+$5.0K |
| Nuveen, LLC | $271.0K | 28,582 | 0.00% | 6q | HELD |
| Worth Asset Management, LLC | $270.9K | 28,576 | 0.09% | new | NEW |
| Concurrent Investment Advisors, LLC | $265.7K | 28,032 | 0.00% | 4q | HELD |
| HARBOUR INVESTMENTS, INC. | $237.5K | 25,053 | 0.00% | 9q | HELD |
| Kestra Advisory Services, LLC | $219.1K | 23,108 | 0.00% | 3q | -5.7%-$13.1K |
| TCP Asset Management, LLC | $217.3K | 22,919 | 0.02% | 2q | HELD |
| Integrated Wealth Concepts LLC | $205.1K | 21,637 | 0.00% | 8q | +105.1%+$105.1K |
| JANE STREET GROUP, LLC | $199.8K | 21,080 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $199.8K | 21,070 | 0.00% | 26q | -21.6%-$55.0K |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | $196.2K | 20,700 | 0.10% | 8q | HELD |
| River Street Advisors LLC | $185.9K | 19,610 | 0.05% | 5q | HELD |
| MGO ONE SEVEN LLC | $168.2K | 17,740 | 0.00% | 7q | HELD |
| TPG Advisors LLC | $152.1K | 16,042 | 0.08% | 6q | +8.7%+$12.1K |
| Tradewinds Capital Management, LLC | $150.1K | 15,837 | 0.03% | 31q | HELD |
| Williams Jones Wealth Management, LLC. | $142.2K | 15,000 | 0.00% | 11q | HELD |
| PNC Financial Services Group, Inc. | $138.4K | 14,600 | 0.00% | 3q | HELD |
| Baird Financial Group, Inc. | $126.9K | 13,382 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $125.8K | 13,275 | 0.00% | 31q | HELD |
| J.W. COLE ADVISORS, INC. | $121.6K | 12,829 | 0.00% | new | NEW |
| Mariner, LLC | $121.1K | 12,771 | 0.00% | new | NEW |
| XTX Topco Ltd | $120.0K | 12,655 | 0.00% | new | NEW |
| Creative Planning | $115.2K | 12,156 | 0.00% | 17q | +1.0%+$1.2K |
| Savant Capital, LLC | $110.2K | 11,623 | 0.00% | 5q | HELD |
| Prairiewood Capital, LLC | $94.8K | 10,000 | 0.02% | new | NEW |
| CoreCap Advisors, LLC | $28.1K | 2,964 | 0.00% | 3q | -5.8%-$1.7K |
| Aberdeen Wealth Management LLC | $28.0K | 2,950 | 0.01% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $25.2K | 2,660 | 0.00% | new | NEW |
| US BANCORP \DE\ | $16.1K | 1,694 | 0.00% | 31q | HELD |
| PRIVATE TRUST CO NA | $13.3K | 1,400 | 0.00% | 17q | HELD |
| EASTERN BANK | $11.6K | 1,228 | 0.00% | 6q | HELD |
| Geneos Wealth Management Inc. | $9.0K | 951 | 0.00% | 42q | -69.8%-$20.9K |
| Highland Investment Advisors LLC | $5.3K | 561 | 0.00% | new | FIRST |
| HIGHLINE WEALTH PARTNERS LLC | $4.5K | 470 | 0.00% | 4q | HELD |
| Community Financial Services Group, LLC | $3.8K | 400 | 0.00% | 2q | HELD |
| Mascoma Wealth Management LLC | $3.5K | 364 | 0.00% | 17q | HELD |
| SIT INVESTMENT ASSOCIATES INC | $2.6K | 272,277 | 0.05% | 31q | -13.4% |
| Cambridge Investment Research Advisors, Inc. | $376 | 39,662 | 0.00% | 22q | +43.8% |
| Penserra Capital Management LLC | $45 | 4,842 | 0.00% | 2q | +200.0% |
| JPMORGAN CHASE & CO | $8 | 0 | 0.00% | 11q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 62 | $73.3M | 7,734,558 | 9 | 12 | 15 | 0.0% |
| Q1 2026 | 61 | $72.1M | 8,323,302 | 7 | 18 | 13 | 0.0% |
| Q4 2025 | 63 | $82.7M | 9,066,743 | 6 | 10 | 18 | 0.0% |
| Q3 2025 | 66 | $81.1M | 9,252,980 | 5 | 18 | 19 | 0.0% |
| Q2 2025 | 67 | $83.9M | 10,016,830 | 6 | 19 | 16 | 0.0% |
| Q1 2025 | 65 | $85.8M | 10,017,556 | 9 | 20 | 10 | 0.0% |
| Q4 2024 | 71 | $92.5M | 10,579,003 | 11 | 19 | 14 | 0.0% |
| Q3 2024 | 74 | $95.6M | 10,259,176 | 11 | 22 | 15 | 0.0% |
| Q2 2024 | 67 | $99.6M | 11,246,696 | 11 | 15 | 18 | 0.0% |
| Q1 2024 | 70 | $105.3M | 12,398,584 | 7 | 17 | 18 | 0.0% |
| Q4 2023 | 73 | $94.3M | 11,163,020 | 16 | 24 | 11 | 0.0% |
| Q3 2023 | 60 | $66.6M | 8,970,382 | 12 | 17 | 9 | 0.0% |
| Q2 2023 | 54 | $62.3M | 7,403,881 | 6 | 13 | 16 | 0.0% |
| Q1 2023 | 54 | $61.7M | 6,937,781 | 8 | 14 | 15 | 0.0% |
| Q4 2022 | 51 | $62.7M | 7,287,171 | 6 | 20 | 16 | 0.0% |
| Q3 2022 | 66 | $62.5M | 7,688,598 | 18 | 13 | 13 | 0.0% |
| Q2 2022 | 56 | $67.8M | 7,183,356 | 12 | 15 | 12 | 0.0% |
| Q1 2022 | 53 | $75.8M | 7,249,244 | 6 | 17 | 14 | 0.0% |
| Q4 2021 | 55 | $84.9M | 6,968,380 | 9 | 11 | 11 | 0.0% |
| Q3 2021 | 50 | $83.1M | 6,672,703 | 2 | 10 | 15 | 0.0% |
| Q2 2021 | 56 | $86.6M | 7,093,813 | 2 | 14 | 17 | 0.0% |
| Q1 2021 | 64 | $86.2M | 7,278,378 | 9 | 12 | 17 | 0.0% |
| Q4 2020 | 58 | $85.7M | 7,553,288 | 2 | 19 | 14 | 0.0% |
| Q3 2020 | 64 | $81.8M | 7,561,695 | 4 | 15 | 18 | 0.0% |
| Q2 2020 | 64 | $86.6M | 8,263,781 | 8 | 15 | 18 | 0.0% |
| Q1 2020 | 61 | $74.9M | 7,292,012 | 11 | 13 | 22 | 0.0% |
| Q4 2019 | 57 | $78.5M | 7,019,889 | 6 | 16 | 16 | 0.0% |
| Q3 2019 | 58 | $80.9M | 7,186,196 | 8 | 15 | 11 | 0.0% |
| Q2 2019 | 54 | $67.9M | 6,168,556 | 5 | 19 | 11 | 0.0% |
| Q1 2019 | 58 | $68.5M | 6,361,439 | 5 | 18 | 14 | 0.0% |
| Q4 2018 | 66 | $62.6M | 6,323,666 | 1 | 3 | 0 | 0.0% |