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 | 02/11/2026 | 110.55 K | $1.23 M | 92.04% | 1.70% |
| MELFA WEALTH MANAGEMENT, LLC | 01/16/2026 | 74.48 K | $831.90 K | -0.19% | 1.15% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 73.64 K | $822.52 K | 0.25% | 1.13% |
| PARK AVENUE SECURITIES LLC | 01/05/2026 | 61.90 K | $691.00 K | -0.36% | 0.95% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 50.28 K | $561.58 K | -55.20% | 0.77% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 46.69 K | $521.51 K | -3.11% | 0.72% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 37.04 K | $413.70 K | 21.37% | 0.57% |
| UBS GROUP AG | 01/29/2026 | 27.34 K | $305.34 K | -3.36% | 0.42% |
| UNCOMMON CENTS INVESTING LLC | 01/15/2026 | 22.27 K | $248.70 K | 0.45% | 0.34% |
| MALLINI COMPLETE FINANCIAL PLANNING LLC | 01/06/2026 | 19.54 K | $218.29 K | 1.33% | 0.30% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 15.39 K | $171.89 K | 6.19% | 0.24% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 12.30 K | $137.34 K | -4.53% | 0.19% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 01/08/2026 | 12.01 K | $134.18 K | -1.65% | 0.18% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 11.67 K | $130.33 K | 1,675.95% | 0.18% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 11.25 K | $126.74 K | 1.42% | 0.17% |
| MORGAN STANLEY | 02/13/2026 | 10.30 K | $115.09 K | -10.57% | 0.16% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 7.12 K | $79.56 K | -14.34% | 0.11% |
| CIBC PRIVATE WEALTH GROUP, LLC | 02/12/2026 | 3.51 K | $39.15 K | 0.00% | 0.05% |
| ATLANTIC UNION BANKSHARES CORP | 02/04/2026 | 2.44 K | $27.25 K | 1.62% | 0.04% |
| KILTER GROUP LLC | 02/13/2026 | 1.18 K | $13.19 K | 2.52% | 0.02% |
| ROTHSCHILD INVESTMENT LLC | 02/10/2026 | 373 | $4.17 K | 0.00% | 0.01% |
| HIGHLINE WEALTH PARTNERS LLC | 01/15/2026 | 250 | $2.79 K | 100.00% | 0.00% |
| KEY FINANCIAL INC | 02/09/2026 | 0 | $0 | -100.00% | 0.00% |
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Invesco High Income Trust II institutional Ownership - FAQ's
During the previous two years, 36 institutional investors and hedge funds held shares of Invesco High Income Trust II. The most heavily invested institutionals were:
ENVESTNET ASSET MANAGEMENT INC: 76,620
MELFA WEALTH MANAGEMENT, LLC: 74,418
PARK AVENUE SECURITIES LLC: 64,068
UBS Group AG: 30,136
Uncommon Cents Investing LLC: 21,565
Mallini Complete Financial Planning LLC: 19,817
9.41% of Invesco High Income Trust II stock is owned by institutional investors.
Institutional investors have bought a total of 852.98 K shares in the last 24 months. This purchase volume represents approximately $8.96 M in transactions.