Vault-13

INVESCO ADVANTAGE MUN INCOME VKI

SH BEN INT · Closed-End Fund · CUSIP 46132E103

65 institutional holders +0 vs Q1 2026
8,050,1768.1m shares reported held*
$76.7mreported value*
8 new 18 added 16 reduced 9 sold out net sold ≈ $2.8m (-341.5k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $9.53.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 67Q4 22: 64Q1 23: 64Q2 23: 61Q3 23: 66Q4 23: 80Q1 24: 78Q2 24: 74Q3 24: 80Q4 24: 79Q1 25: 72Q2 25: 74Q3 25: 72Q4 25: 67Q1 26: 65Q2 26: 6565Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202267
Q4 202264
Q1 202364
Q2 202361
Q3 202366
Q4 202380
Q1 202478
Q2 202474
Q3 202480
Q4 202479
Q1 202572
Q2 202574
Q3 202572
Q4 202567
Q1 202665
Q2 202665

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 37 bought or addedQ3 24: 25 cut or sold outQ4 24: 36 bought or addedQ4 24: 29 cut or sold outQ4 24Q1 25: 34 bought or addedQ1 25: 30 cut or sold outQ2 25: 29 bought or addedQ2 25: 24 cut or sold outQ2 25Q3 25: 25 bought or addedQ3 25: 28 cut or sold outQ4 25: 20 bought or addedQ4 25: 32 cut or sold outQ4 25Q1 26: 27 bought or addedQ1 26: 27 cut or sold outQ2 26: 26 bought or addedQ2 26: 25 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243725
Q4 20243629
Q1 20253430
Q2 20252924
Q3 20252528
Q4 20252032
Q1 20262727
Q2 20262625

Biggest buyers

Hennion & Walsh Asset Management, Inc. Added +490,553+490.6k
MORGAN STANLEY Added +73,159+73.2k
WELLS FARGO & COMPANY/MN Added +56,327+56.3k
ROTHSCHILD INVESTMENT LLC Added +35,000+35.0k
Worth Asset Management, LLC New +28,576+28.6k
ROYAL BANK OF CANADA Added +25,257+25.3k
JANE STREET GROUP, LLC New +21,080+21.1k
RAYMOND JAMES FINANCIAL INC Added +17,577+17.6k
STIFEL FINANCIAL CORP Added +15,244+15.2k
Baird Financial Group, Inc. New +13,382+13.4k

Biggest sellers

Advisors Asset Management, Inc. Sold out -649,812-649.8k
LPL Financial LLC Reduced -142,150-142.2k
GUGGENHEIM CAPITAL LLC Reduced -94,256-94.3k
UBS Group AG Reduced -69,395-69.4k
LeConte Wealth Management, LLC Reduced -63,934-63.9k
MacKay Shields LLC Sold out -45,320-45.3k
Madison Park Capital Advisors, LLC Reduced -44,165-44.2k
SIT INVESTMENT ASSOCIATES INC Reduced -42,031-42.0k
Financial Engines Advisors L.L.C. Sold out -10,715-10.7k
CITADEL ADVISORS LLC Sold out -10,157-10.2k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BANK OF AMERICA CORP /DE/ 13D · may seek influence no change · filed 2026-05-04 100.0% no change 1.5k 2026-05-04

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

DateInsiderTradeSharesPrice ValueTheir holding
2026-04-02 BANK OF AMERICA CORP /DE/ +1 10% owner · See Footnotes Bought 3,359 $8.68 $29.2k3.4k shares new
2026-04-02 BANK OF AMERICA CORP /DE/ +1 10% owner · See Footnotes Sold 3,359 $8.68 $29.2k3.4k shares -100%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Hennion & Walsh Asset Management, Inc. 0.27% of their portfolio Parsippany, NJ 989,489989.5k $9.4m $9.4m 0.27% Added +490.6k +490,553
2 GUGGENHEIM CAPITAL LLC 0.06% of their portfolio CHICAGO, IL 945,837945.8k $9.0m $9.0m 0.06% Reduced -94.3k -94,256
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 909,361909.4k $8.6m $8.6m 0.00% Added +7.5k +7,528
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 826,090826.1k $7.8m $7.8m 0.00% Added +73.2k +73,159
5 UBS Group AG 0.00% of their portfolio ZURICH, V8 775,083775.1k $7.3m $7.3m 0.00% Reduced -69.4k -69,395
6 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 536,445536.4k $5.1m $5.1m 0.00% Added +56.3k +56,327
7 LeConte Wealth Management, LLC 2.69% of their portfolio Maryville, TN 520,321520.3k $4.9m $4.9m 2.69% Reduced -63.9k -63,934
8 SIT INVESTMENT ASSOCIATES INC 0.05% of their portfolio Minneapolis, MN 272,277272.3k $2.6m $2.6m 0.05% Reduced -42.0k -42,031
9 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 257,935257.9k $2.4m $2.4m 0.00% Reduced -142.2k -142,150
10 VAN ECK ASSOCIATES CORP 0.00% of their portfolio NEW YORK, NY 251,179251.2k $2.4m $2.4m 0.00% Reduced -3.9k -3,904
11 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 188,010188.0k $1.8m $1.8m 0.00% Added +15.2k +15,244
12 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 156,657156.7k $1.5m $1.5m 0.00% Added +17.6k +17,577
13 Whipplewood Advisors, LLC 0.72% of their portfolio LITTLETON, CO 112,493112.5k $1.1m $1.1m 0.72% Reduced -1.1k -1,091
14 Indivisible Partners 0.05% of their portfolio CLEARWATER, FL 90,61190.6k $859.0k $859.0k 0.05% Added +303 +303
15 MELFA WEALTH MANAGEMENT, INC. 0.43% of their portfolio WESTBOROUGH, MA 83,67983.7k $793.3k $793.3k 0.43% Unchanged
16 Indiana Trust & Investment Management Co 0.19% of their portfolio MISHAWAKA, IN 75,00075.0k $711.0k $711.0k 0.19% Unchanged
17 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 73,74473.7k $699.0k $699.0k 0.00% Added +25.3k +25,257
18 SMITH, MOORE & CO. 0.04% of their portfolio CLAYTON, MO 67,84167.8k $643.1k $643.1k 0.04% Reduced -1 -1
19 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 67,36967.4k $633.3k $633.3k 0.00% Unchanged
20 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 58,54858.5k $555.0k $555.0k 0.00% Added +7.9k +7,858
21 Capital Investment Advisors, LLC 0.01% of their portfolio ATLANTA, GA 53,01853.0k $502.6k $502.6k 0.01% Reduced -2.6k -2,641
22 Wealth Care LLC 0.38% of their portfolio MERRITT ISLAND, FL 50,00050.0k $474.0k $474.0k 0.38% Unchanged
23 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 46,79946.8k $443.7k $443.7k 0.00% Reduced -8.7k -8,693
24 ROTHSCHILD INVESTMENT LLC 0.02% of their portfolio CHICAGO, IL 42,66642.7k $404.5k $404.5k 0.02% Added +35.0k +35,000
25 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 39,66239.7k $376.0k $376.0k 0.00% Added +12.1k +12,090
26 World Investment Advisors 0.01% of their portfolio LINCROFT, NJ 37,21237.2k $322.3k $322.3k 0.01% Reduced -6.6k -6,583
27 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 36,27836.3k $343.9k $343.9k 0.00% Added +434 +434
28 AlphaCore Capital LLC 0.01% of their portfolio LA JOLLA, CA 28,97429.0k $274.7k $274.7k 0.01% Added +529 +529
29 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 28,58228.6k $271.0k $271.0k 0.00% Unchanged
30 Worth Asset Management, LLC 0.09% of their portfolio DALLAS, TX 28,57628.6k $270.9k $270.9k 0.09% New
31 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 28,03228.0k $265.7k $265.7k 0.00% Unchanged
32 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 25,05325.1k $237.5k $237.5k 0.00% Unchanged
33 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 23,10823.1k $219.1k $219.1k 0.00% Reduced -1.4k -1,384
34 TCP Asset Management, LLC 0.02% of their portfolio Upper Arlington, OH 22,91922.9k $217.3k $217.3k 0.02% Unchanged
35 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 21,63721.6k $205.1k $205.1k 0.00% Added +11.1k +11,087
36 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 21,08021.1k $199.8k $199.8k 0.00% New
37 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 21,07021.1k $199.8k $199.8k 0.00% Reduced -5.8k -5,802
38 ORLEANS CAPITAL MANAGEMENT CORP/LA 0.10% of their portfolio MANDEVILLE, LA 20,70020.7k $196.2k $196.2k 0.10% Unchanged
39 River Street Advisors LLC 0.05% of their portfolio AURORA, IL 19,61019.6k $185.9k $185.9k 0.05% Unchanged
40 MGO ONE SEVEN LLC 0.00% of their portfolio Beachwood, OH 17,74017.7k $168.2k $168.2k 0.00% Unchanged
41 TPG Advisors LLC 0.08% of their portfolio NORTHFIELD, IL 16,04216.0k $152.1k $152.1k 0.08% Added +1.3k +1,281
42 Tradewinds Capital Management, LLC 0.03% of their portfolio BELLINGHAM, WA 15,83715.8k $150.1k $150.1k 0.03% Unchanged
43 Williams Jones Wealth Management, LLC. 0.00% of their portfolio NEW YORK, NY 15,00015.0k $142.2k $142.2k 0.00% Unchanged
44 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 14,60014.6k $138.4k $138.4k 0.00% Unchanged
45 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 13,38213.4k $126.9k $126.9k 0.00% New
46 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 13,27513.3k $125.8k $125.8k 0.00% Added +45 +45
47 J.W. COLE ADVISORS, INC. 0.00% of their portfolio TAMPA, FL 12,82912.8k $121.6k $121.6k 0.00% New
48 Mariner, LLC 0.00% of their portfolio Overland Park, KS 12,77112.8k $121.1k $121.1k 0.00% New
49 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 12,65512.7k $120.0k $120.0k 0.00% New
50 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 12,15612.2k $115.2k $115.2k 0.00% Added +126 +126
51 Savant Capital, LLC 0.00% of their portfolio ROCKFORD, IL 11,62311.6k $110.2k $110.2k 0.00% Unchanged
52 Prairiewood Capital, LLC 0.02% of their portfolio FARGO, ND 10,00010.0k $94.8k $94.8k 0.02% New
53 Penserra Capital Management LLC 0.00% of their portfolio ORINDA, CA 4,8424.8k $45.0k $45.0k 0.00% Added +3.2k +3,228
54 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 2,9643.0k $28.1k $28.1k 0.00% Reduced -183 -183
55 Aberdeen Wealth Management LLC 0.01% of their portfolio LAKE BLUFF, IL 2,9503.0k $28.0k $28.0k 0.01% New
56 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 1,6941.7k $16.1k $16.1k 0.00% Unchanged
57 Madison Park Capital Advisors, LLC 0.33% of their portfolio SEATTLE, WA 1,4971.5k $458.6k $458.6k 0.33% Reduced -44.2k -44,165
58 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 1,4001.4k $13.3k $13.3k 0.00% Unchanged
59 EASTERN BANK 0.00% of their portfolio BOSTON, MA 1,2281.2k $11.6k $11.6k 0.00% Unchanged
60 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 951951 $9.0k $9.0k 0.00% Reduced -2.2k -2,200
61 Highland Investment Advisors LLC 0.00% of their portfolio PONTE VEDRA, FL 561561 $5.3k $5.3k 0.00% First filing
62 HIGHLINE WEALTH PARTNERS LLC 0.00% of their portfolio SHERMAN OAKS, CA 470470 $4.5k $4.5k 0.00% Unchanged
63 Community Financial Services Group, LLC 0.00% of their portfolio NEWPORT, VT 400400 $3.8k $3.8k 0.00% Unchanged
64 Mascoma Wealth Management LLC 0.00% of their portfolio HANOVER, NH 364364 $3.5k $3.5k 0.00% Unchanged
65 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 00 $8 $8 0.00% Unchanged