Invesco High Income Trust II Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FIERA CAPITAL CORP | 05/12/2026 | 106.65 K | $1.08 M | -3.52% | 1.64% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 76.62 K | $773.86 K | 4.05% | 1.18% |
| MELFA WEALTH MANAGEMENT, LLC | 04/10/2026 | 74.42 K | $751.62 K | -0.08% | 1.15% |
| PARK AVENUE SECURITIES LLC | 04/07/2026 | 64.07 K | $647.00 K | 3.50% | 0.99% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 52.85 K | $533.79 K | 5.12% | 0.81% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 44.79 K | $452.36 K | -4.07% | 0.69% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 40.12 K | $405.22 K | 8.33% | 0.62% |
| UBS GROUP AG | 05/05/2026 | 30.14 K | $304.37 K | 10.24% | 0.46% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 28.19 K | $284.73 K | 83.19% | 0.43% |
| UNCOMMON CENTS INVESTING LLC | 04/15/2026 | 21.57 K | $217.81 K | -3.14% | 0.33% |
| MALLINI COMPLETE FINANCIAL PLANNING LLC | 04/13/2026 | 19.82 K | $200.16 K | 1.41% | 0.31% |
| LPL FINANCIAL LLC | 05/06/2026 | 17.87 K | $180.53 K | 100.00% | 0.28% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 14.12 K | $142.57 K | 14.81% | 0.22% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 14.06 K | $142.02 K | 100.00% | 0.22% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 11.14 K | $112.49 K | 100.00% | 0.17% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 05/07/2026 | 10.85 K | $109.60 K | -9.66% | 0.17% |
| MORGAN STANLEY | 05/15/2026 | 10.50 K | $106.10 K | 1.95% | 0.16% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 9.47 K | $95.64 K | -18.85% | 0.15% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 6.89 K | $69.60 K | -3.23% | 0.11% |
| ATLANTIC UNION BANKSHARES CORP | 05/12/2026 | 2.48 K | $25.06 K | 1.68% | 0.04% |
| AXIOM INVESTMENT MANAGEMENT LLC | 05/26/2026 | 1.18 K | $11.88 K | 100.00% | 0.02% |
| ROTHSCHILD INVESTMENT LLC | 05/07/2026 | 373 | $3.77 K | 0.00% | 0.01% |
| HIGHLINE WEALTH PARTNERS LLC | 04/06/2026 | 250 | $2.53 K | 0.00% | 0.00% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 0 | $0 | -100.00% | 0.00% |
| KILTER GROUP LLC | 05/14/2026 | 0 | $0 | -100.00% | 0.00% |
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Invesco High Income Trust II institutional Ownership - FAQ's
During the previous two years, 39 institutional investors and hedge funds held shares of Invesco High Income Trust II. The most heavily invested institutionals were:
Fiera Capital Corp: 106,652
ENVESTNET ASSET MANAGEMENT INC: 76,620
MELFA WEALTH MANAGEMENT, LLC: 74,418
PARK AVENUE SECURITIES LLC: 64,068
Shaker Financial Services, LLC: 52,850
NewEdge Advisors, LLC: 44,788
10.13% of Invesco High Income Trust II stock is owned by institutional investors.
Institutional investors have bought a total of 895.33 K shares in the last 24 months. This purchase volume represents approximately $9.40 M in transactions.