Invesco Advantage Municipal Income Trust II Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 989.49 K | $9.38 M | 98.32% | 2.23% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 945.84 K | $8.97 M | -9.06% | 2.13% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 909.36 K | $8.62 M | 0.83% | 2.05% |
| MORGAN STANLEY | 08/13/2026 | 826.09 K | $7.83 M | 9.72% | 1.86% |
| UBS GROUP AG | 08/13/2026 | 775.08 K | $7.35 M | -8.22% | 1.75% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 536.45 K | $5.09 M | 11.73% | 1.21% |
| LECONTE WEALTH MANAGEMENT, LLC | 08/07/2026 | 520.32 K | $4.93 M | -10.94% | 1.17% |
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 272.28 K | $2.58 M | -13.37% | 0.61% |
| LPL FINANCIAL LLC | 08/07/2026 | 257.94 K | $2.45 M | -35.53% | 0.58% |
| VAN ECK ASSOCIATES CORP | 08/14/2026 | 251.18 K | $2.38 M | -1.53% | 0.57% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 188.01 K | $1.78 M | 8.82% | 0.42% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 156.66 K | $1.49 M | 12.64% | 0.35% |
| WHIPPLEWOOD ADVISORS, LLC | 07/27/2026 | 112.49 K | $1.07 M | -0.96% | 0.25% |
| INDIVISIBLE PARTNERS | 08/04/2026 | 90.61 K | $858.99 K | 0.34% | 0.20% |
| MELFA WEALTH MANAGEMENT, LLC | 07/24/2026 | 83.68 K | $793.28 K | 0.00% | 0.19% |
| INDIANA TRUST & INVESTMENT MANAGEMENT CO | 07/22/2026 | 75.00 K | $711.00 K | 0.00% | 0.17% |
| ROYAL BANK OF CANADA | 08/14/2026 | 73.74 K | $699.00 K | 52.09% | 0.17% |
| SMITH, MOORE & CO. | 08/12/2026 | 67.84 K | $643.13 K | 0.00% | 0.15% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 67.37 K | $633.27 K | 0.00% | 0.15% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 58.55 K | $555.03 K | 15.50% | 0.13% |
| CAPITAL INVESTMENT ADVISORS, LLC | 08/06/2026 | 53.02 K | $502.61 K | -4.75% | 0.12% |
| WEALTH CARE LLC | 07/15/2026 | 50.00 K | $474.00 K | 0.00% | 0.11% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 46.80 K | $443.66 K | -15.67% | 0.11% |
| ROTHSCHILD INVESTMENT LLC | 08/06/2026 | 42.67 K | $404.47 K | 456.56% | 0.10% |
| PENSIONMARK FINANCIAL GROUP, LLC | 08/14/2026 | 37.21 K | $322.26 K | -15.03% | 0.08% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 36.28 K | $343.91 K | 1.21% | 0.08% |
| ALPHACORE CAPITAL LLC | 08/06/2026 | 28.97 K | $274.68 K | 1.86% | 0.07% |
| NUVEEN, LLC | 08/11/2026 | 28.58 K | $270.96 K | 0.00% | 0.06% |
| WORTH ASSET MANAGEMENT, LLC | 07/08/2026 | 28.58 K | $270.90 K | 100.00% | 0.06% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 07/27/2026 | 28.03 K | $265.74 K | 0.00% | 0.06% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 25.05 K | $237.50 K | 0.00% | 0.06% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 23.11 K | $219.07 K | -5.65% | 0.05% |
| TCP ASSET MANAGEMENT, LLC | 07/15/2026 | 22.92 K | $217.27 K | 0.00% | 0.05% |
| JANE STREET GROUP, LLC | 08/14/2026 | 21.08 K | $199.84 K | 100.00% | 0.05% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 21.07 K | $199.79 K | -21.59% | 0.05% |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | 08/12/2026 | 20.70 K | $196.24 K | 0.00% | 0.05% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 19.83 K | $188.00 K | -28.08% | 0.04% |
| RIVER STREET ADVISORS LLC | 07/21/2026 | 19.61 K | $185.90 K | 0.00% | 0.04% |
| MGO ONE SEVEN LLC | 07/31/2026 | 17.74 K | $168.18 K | 0.00% | 0.04% |
| TPG ADVISORS LLC | 07/29/2026 | 16.04 K | $152.08 K | 8.68% | 0.04% |
| TRADEWINDS CAPITAL MANAGEMENT, LLC | 07/24/2026 | 15.84 K | $150.14 K | 0.00% | 0.04% |
| WILLIAMS JONES WEALTH MANAGEMENT, LLC. | 08/05/2026 | 15.00 K | $142.20 K | 0.00% | 0.03% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 14.60 K | $138.41 K | 0.00% | 0.03% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 13.38 K | $126.86 K | 100.00% | 0.03% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 13.28 K | $125.85 K | 0.34% | 0.03% |
| J.W. COLE ADVISORS, INC. | 07/21/2026 | 12.83 K | $121.62 K | 100.00% | 0.03% |
| MARINER, LLC | 08/13/2026 | 12.77 K | $121.07 K | 100.00% | 0.03% |
| XTX TOPCO LTD | 08/14/2026 | 12.66 K | $119.97 K | 100.00% | 0.03% |
| CREATIVE PLANNING | 08/13/2026 | 12.16 K | $115.24 K | 1.05% | 0.03% |
| SAVANT CAPITAL, LLC | 08/10/2026 | 11.62 K | $110.19 K | 0.00% | 0.03% |
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Invesco Advantage Municipal Income Trust II institutional Ownership - FAQ's
During the previous two years, 100 institutional investors and hedge funds held shares of Invesco Advantage Municipal Income Trust II. The most heavily invested institutionals were:
Hennion & Walsh Asset Management, Inc.: 989,489
GUGGENHEIM CAPITAL LLC: 945,837
BANK OF AMERICA CORP /DE/: 909,361
MORGAN STANLEY: 826,090
UBS Group AG: 775,083
WELLS FARGO & COMPANY/MN: 536,445
18.06% of Invesco Advantage Municipal Income Trust II stock is owned by institutional investors.
Institutional investors have bought a total of 9.35 M shares in the last 24 months. This purchase volume represents approximately $87.41 M in transactions.