Invesco Advantage Municipal Income Trust II Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 902.89 K | $8.23 M | 12.94% | 2.03% |
| UBS GROUP AG | 01/29/2026 | 893.67 K | $8.15 M | -3.54% | 2.01% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 786.84 K | $7.18 M | -10.78% | 1.77% |
| LPL FINANCIAL LLC | 02/11/2026 | 770.79 K | $7.03 M | 11.10% | 1.74% |
| MORGAN STANLEY | 02/13/2026 | 700.58 K | $6.39 M | -2.08% | 1.58% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 666.49 K | $6.08 M | 45.68% | 1.50% |
| LECONTE WEALTH MANAGEMENT, LLC | 01/15/2026 | 641.71 K | $5.85 M | -10.74% | 1.45% |
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 540.07 K | $4.93 M | -11.22% | 1.22% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 473.53 K | $4.32 M | 7.25% | 1.07% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 02/13/2026 | 453.98 K | $4.14 M | -3.80% | 1.02% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 269.23 K | $2.46 M | -55.32% | 0.61% |
| VAN ECK ASSOCIATES CORP | 02/13/2026 | 252.94 K | $2.31 M | 10.15% | 0.57% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 163.81 K | $1.49 M | 0.09% | 0.37% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 147.84 K | $1.35 M | -0.61% | 0.33% |
| SMITH, MOORE & CO. | 01/23/2026 | 120.55 K | $1.10 M | -0.22% | 0.27% |
| WHIPPLEWOOD ADVISORS, LLC | 02/17/2026 | 113.98 K | $1.04 M | -0.70% | 0.26% |
| INDIANA TRUST & INVESTMENT MANAGEMENT CO | 01/21/2026 | 111.94 K | $1.02 M | -7.06% | 0.25% |
| MACKAY SHIELDS LLC | 01/29/2026 | 105.77 K | $964.60 K | -73.88% | 0.24% |
| NORTH GROUND CAPITAL | 02/12/2026 | 95.44 K | $870.44 K | 11.63% | 0.21% |
| 02/03/2026 | 86.51 K | $788.93 K | 100.00% | 0.19% | |
| MELFA WEALTH MANAGEMENT, LLC | 01/16/2026 | 83.68 K | $763.15 K | -0.98% | 0.19% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 67.37 K | $614.41 K | 0.00% | 0.15% |
| CAPITAL INVESTMENT ADVISORS, LLC | 01/13/2026 | 64.40 K | $587.31 K | -5.56% | 0.15% |
| JANE STREET GROUP, LLC | 02/12/2026 | 56.73 K | $517.33 K | 464.77% | 0.13% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 55.77 K | $508.66 K | -16.28% | 0.13% |
| ROYAL BANK OF CANADA | 02/17/2026 | 47.53 K | $434.00 K | 11.98% | 0.11% |
| ALPINE GLOBAL MANAGEMENT, LLC | 02/17/2026 | 46.24 K | $421.71 K | 2.76% | 0.10% |
| PENSIONMARK FINANCIAL GROUP, LLC | 03/13/2026 | 43.80 K | $399.41 K | 17.69% | 0.10% |
| MADISON PARK CAPITAL ADVISORS, LLC | 01/20/2026 | 42.15 K | $384.44 K | 0.10% | 0.09% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 36.89 K | $336.48 K | -7.71% | 0.08% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 29.78 K | $271.55 K | -3.91% | 0.07% |
| NUVEEN, LLC | 02/12/2026 | 28.58 K | $260.67 K | 0.00% | 0.06% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 01/29/2026 | 28.03 K | $255.65 K | 0.00% | 0.06% |
| ALPHACORE CAPITAL LLC | 02/05/2026 | 27.92 K | $254.61 K | -5.46% | 0.06% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 27.66 K | $252.00 K | -16.34% | 0.06% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 24.26 K | $221.32 K | -10.55% | 0.05% |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | 02/13/2026 | 20.70 K | $188.78 K | 0.00% | 0.05% |
| CHOATE INVESTMENT ADVISORS | 02/09/2026 | 19.81 K | $180.70 K | 0.00% | 0.04% |
| RIVER STREET ADVISORS LLC | 01/26/2026 | 19.61 K | $178.84 K | 0.00% | 0.04% |
| MGO ONE SEVEN LLC | 02/03/2026 | 18.39 K | $167.72 K | 0.00% | 0.04% |
| TRADEWINDS CAPITAL MANAGEMENT, LLC | 01/14/2026 | 15.84 K | $144.43 K | 0.00% | 0.04% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 15.81 K | $144.19 K | 0.29% | 0.04% |
| WILLIAMS JONES WEALTH MANAGEMENT, LLC. | 02/13/2026 | 15.00 K | $136.80 K | 0.00% | 0.03% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 14.60 K | $133.15 K | 100.00% | 0.03% |
| TPG ADVISORS LLC | 01/21/2026 | 14.49 K | $132.13 K | 1.89% | 0.03% |
| J.W. COLE ADVISORS, INC. | 02/11/2026 | 12.83 K | $117.00 K | 100.00% | 0.03% |
| CREATIVE PLANNING | 02/17/2026 | 11.79 K | $107.55 K | -25.32% | 0.03% |
| SAVANT CAPITAL, LLC | 02/10/2026 | 11.55 K | $105.34 K | 1.90% | 0.03% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 11.29 K | $102.93 K | 100.00% | 0.03% |
| FINANCIAL ENGINES ADVISORS L.L.C. | 02/12/2026 | 10.72 K | $97.72 K | 0.00% | 0.02% |
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Invesco Advantage Municipal Income Trust II institutional Ownership - FAQ's
During the previous two years, 103 institutional investors and hedge funds held shares of Invesco Advantage Municipal Income Trust II. The most heavily invested institutionals were:
UBS Group AG: 844,478
Whipplewood Advisors, LLC: 113,584
MELFA WEALTH MANAGEMENT, LLC: 83,679
Indiana Trust & Investment Management CO: 75,000
SMITH, MOORE & CO.: 67,842
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: 67,369
20.89% of Invesco Advantage Municipal Income Trust II stock is owned by institutional investors.
Institutional investors have bought a total of 10.46 M shares in the last 24 months. This purchase volume represents approximately $97.83 M in transactions.