Invesco High Income Trust II Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 133.19 K | $1.39 M | 231.97% | 2.05% |
| FIERA CAPITAL CORP | 08/07/2026 | 109.71 K | $1.14 M | 2.87% | 1.68% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 79.61 K | $827.94 K | 3.90% | 1.22% |
| MELFA WEALTH MANAGEMENT, LLC | 07/24/2026 | 73.09 K | $760.12 K | -1.79% | 1.12% |
| PARK AVENUE SECURITIES LLC | 07/20/2026 | 64.76 K | $673.00 K | 1.07% | 0.99% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 47.88 K | $497.96 K | -9.40% | 0.74% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 42.69 K | $443.96 K | -4.69% | 0.66% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 31.28 K | $325.34 K | 10.97% | 0.48% |
| UBS GROUP AG | 08/13/2026 | 29.84 K | $310.29 K | -1.00% | 0.46% |
| MALLINI COMPLETE FINANCIAL PLANNING LLC | 07/08/2026 | 24.89 K | $258.90 K | 25.62% | 0.38% |
| LPL FINANCIAL LLC | 08/07/2026 | 23.17 K | $240.97 K | 29.63% | 0.36% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 21.84 K | $227.15 K | 55.33% | 0.34% |
| UNCOMMON CENTS INVESTING LLC | 07/20/2026 | 21.57 K | $224.28 K | 0.00% | 0.33% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 13.93 K | $144.91 K | -1.30% | 0.21% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 07/07/2026 | 10.30 K | $107.11 K | -5.10% | 0.16% |
| MORGAN STANLEY | 08/13/2026 | 10.27 K | $106.78 K | -2.26% | 0.16% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 9.39 K | $97.66 K | 36.25% | 0.14% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 8.82 K | $91.71 K | -6.86% | 0.14% |
| ATLANTIC UNION BANKSHARES CORP | 08/11/2026 | 2.52 K | $26.25 K | 1.73% | 0.04% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 1.38 K | $14.32 K | 100.00% | 0.02% |
| AXIOM INVESTMENT MANAGEMENT LLC | 07/31/2026 | 1.18 K | $12.23 K | 0.00% | 0.02% |
| ROTHSCHILD INVESTMENT LLC | 08/06/2026 | 373 | $3.88 K | 0.00% | 0.01% |
| HIGHLINE WEALTH PARTNERS LLC | 07/15/2026 | 250 | $2.60 K | 0.00% | 0.00% |
| FIRST HORIZON CORP | 07/20/2026 | 100 | $1.04 K | 100.00% | 0.00% |
| VALLEY NATIONAL ADVISERS INC | 07/29/2026 | 46 | $479 | 100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
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Invesco High Income Trust II institutional Ownership - FAQ's
During the previous two years, 40 institutional investors and hedge funds held shares of Invesco High Income Trust II. The most heavily invested institutionals were:
AMERIPRISE FINANCIAL INC: 133,189
Fiera Capital Corp: 109,711
ENVESTNET ASSET MANAGEMENT INC: 79,609
MELFA WEALTH MANAGEMENT, LLC: 73,089
PARK AVENUE SECURITIES LLC: 64,755
Shaker Financial Services, LLC: 47,881
11.70% of Invesco High Income Trust II stock is owned by institutional investors.
Institutional investors have bought a total of 998.98 K shares in the last 24 months. This purchase volume represents approximately $10.49 M in transactions.