INVESCO ADVANTAGE MUN INCOME VKI
SH BEN INT · Closed-End Fund · CUSIP 46132E103
- HeadquartersAtlanta, GA
- FilingsSEC EDGAR
* 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
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 67 |
| Q4 2022 | 64 |
| Q1 2023 | 64 |
| Q2 2023 | 61 |
| Q3 2023 | 66 |
| Q4 2023 | 80 |
| Q1 2024 | 78 |
| Q2 2024 | 74 |
| Q3 2024 | 80 |
| Q4 2024 | 79 |
| Q1 2025 | 72 |
| Q2 2025 | 74 |
| Q3 2025 | 72 |
| Q4 2025 | 67 |
| Q1 2026 | 65 |
| Q2 2026 | 65 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 37 | 25 |
| Q4 2024 | 36 | 29 |
| Q1 2025 | 34 | 30 |
| Q2 2025 | 29 | 24 |
| Q3 2025 | 25 | 28 |
| Q4 2025 | 20 | 32 |
| Q1 2026 | 27 | 27 |
| Q2 2026 | 26 | 25 |
Biggest buyers
| Hennion & Walsh Asset Management, Inc. | Added | +490.6k |
| MORGAN STANLEY | Added | +73.2k |
| WELLS FARGO & COMPANY/MN | Added | +56.3k |
| ROTHSCHILD INVESTMENT LLC | Added | +35.0k |
| Worth Asset Management, LLC | New | +28.6k |
| ROYAL BANK OF CANADA | Added | +25.3k |
| JANE STREET GROUP, LLC | New | +21.1k |
| RAYMOND JAMES FINANCIAL INC | Added | +17.6k |
| STIFEL FINANCIAL CORP | Added | +15.2k |
| Baird Financial Group, Inc. | New | +13.4k |
Biggest sellers
| Advisors Asset Management, Inc. | Sold out | -649.8k |
| LPL Financial LLC | Reduced | -142.2k |
| GUGGENHEIM CAPITAL LLC | Reduced | -94.3k |
| UBS Group AG | Reduced | -69.4k |
| LeConte Wealth Management, LLC | Reduced | -63.9k |
| MacKay Shields LLC | Sold out | -45.3k |
| Madison Park Capital Advisors, LLC | Reduced | -44.2k |
| SIT INVESTMENT ASSOCIATES INC | Reduced | -42.0k |
| Financial Engines Advisors L.L.C. | Sold out | -10.7k |
| CITADEL ADVISORS LLC | Sold out | -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.
| Holder | Stake |
|---|---|
| BANK OF AMERICA CORP /DE/ 13D · may seek influence no change · filed 2026-05-04 | 100.0% |
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.
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-04-02 | BANK OF AMERICA CORP /DE/ +1 10% owner · See Footnotes | Bought | $29.2k3.4k shares |
| 2026-04-02 | BANK OF AMERICA CORP /DE/ +1 10% owner · See Footnotes | Sold | $29.2k3.4k shares |
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
| Manager | Shares | Change |
|---|---|---|
| Hennion & Walsh Asset Management, Inc. 0.27% of their portfolio | 989.5k $9.4m | Added +490.6k |
| GUGGENHEIM CAPITAL LLC 0.06% of their portfolio | 945.8k $9.0m | Reduced -94.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 909.4k $8.6m | Added +7.5k |
| MORGAN STANLEY 0.00% of their portfolio | 826.1k $7.8m | Added +73.2k |
| UBS Group AG 0.00% of their portfolio | 775.1k $7.3m | Reduced -69.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 536.4k $5.1m | Added +56.3k |
| LeConte Wealth Management, LLC 2.69% of their portfolio | 520.3k $4.9m | Reduced -63.9k |
| SIT INVESTMENT ASSOCIATES INC 0.05% of their portfolio | 272.3k $2.6m | Reduced -42.0k |
| LPL Financial LLC 0.00% of their portfolio | 257.9k $2.4m | Reduced -142.2k |
| VAN ECK ASSOCIATES CORP 0.00% of their portfolio | 251.2k $2.4m | Reduced -3.9k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 188.0k $1.8m | Added +15.2k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 156.7k $1.5m | Added +17.6k |
| Whipplewood Advisors, LLC 0.72% of their portfolio | 112.5k $1.1m | Reduced -1.1k |
| Indivisible Partners 0.05% of their portfolio | 90.6k $859.0k | Added +303 |
| MELFA WEALTH MANAGEMENT, INC. 0.43% of their portfolio | 83.7k $793.3k | Unchanged |
| Indiana Trust & Investment Management Co 0.19% of their portfolio | 75.0k $711.0k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 73.7k $699.0k | Added +25.3k |
| SMITH, MOORE & CO. 0.04% of their portfolio | 67.8k $643.1k | Reduced -1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 67.4k $633.3k | Unchanged |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 58.5k $555.0k | Added +7.9k |
| Capital Investment Advisors, LLC 0.01% of their portfolio | 53.0k $502.6k | Reduced -2.6k |
| Wealth Care LLC 0.38% of their portfolio | 50.0k $474.0k | Unchanged |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 46.8k $443.7k | Reduced -8.7k |
| ROTHSCHILD INVESTMENT LLC 0.02% of their portfolio | 42.7k $404.5k | Added +35.0k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 39.7k $376.0k | Added +12.1k |
| World Investment Advisors 0.01% of their portfolio | 37.2k $322.3k | Reduced -6.6k |
| Cetera Investment Advisers 0.00% of their portfolio | 36.3k $343.9k | Added +434 |
| AlphaCore Capital LLC 0.01% of their portfolio | 29.0k $274.7k | Added +529 |
| Nuveen, LLC 0.00% of their portfolio | 28.6k $271.0k | Unchanged |
| Worth Asset Management, LLC 0.09% of their portfolio | 28.6k $270.9k | New |
| Concurrent Investment Advisors, LLC 0.00% of their portfolio | 28.0k $265.7k | Unchanged |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 25.1k $237.5k | Unchanged |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 23.1k $219.1k | Reduced -1.4k |
| TCP Asset Management, LLC 0.02% of their portfolio | 22.9k $217.3k | Unchanged |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 21.6k $205.1k | Added +11.1k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 21.1k $199.8k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 21.1k $199.8k | Reduced -5.8k |
| ORLEANS CAPITAL MANAGEMENT CORP/LA 0.10% of their portfolio | 20.7k $196.2k | Unchanged |
| River Street Advisors LLC 0.05% of their portfolio | 19.6k $185.9k | Unchanged |
| MGO ONE SEVEN LLC 0.00% of their portfolio | 17.7k $168.2k | Unchanged |
| TPG Advisors LLC 0.08% of their portfolio | 16.0k $152.1k | Added +1.3k |
| Tradewinds Capital Management, LLC 0.03% of their portfolio | 15.8k $150.1k | Unchanged |
| Williams Jones Wealth Management, LLC. 0.00% of their portfolio | 15.0k $142.2k | Unchanged |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 14.6k $138.4k | Unchanged |
| Baird Financial Group, Inc. 0.00% of their portfolio | 13.4k $126.9k | New |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 13.3k $125.8k | Added +45 |
| J.W. COLE ADVISORS, INC. 0.00% of their portfolio | 12.8k $121.6k | New |
| Mariner, LLC 0.00% of their portfolio | 12.8k $121.1k | New |
| XTX Topco Ltd 0.00% of their portfolio | 12.7k $120.0k | New |
| Creative Planning 0.00% of their portfolio | 12.2k $115.2k | Added +126 |
| Savant Capital, LLC 0.00% of their portfolio | 11.6k $110.2k | Unchanged |
| Prairiewood Capital, LLC 0.02% of their portfolio | 10.0k $94.8k | New |
| Penserra Capital Management LLC 0.00% of their portfolio | 4.8k $45.0k | Added +3.2k |
| CoreCap Advisors, LLC 0.00% of their portfolio | 3.0k $28.1k | Reduced -183 |
| Aberdeen Wealth Management LLC 0.01% of their portfolio | 3.0k $28.0k | New |
| US BANCORP \DE\ 0.00% of their portfolio | 1.7k $16.1k | Unchanged |
| Madison Park Capital Advisors, LLC 0.33% of their portfolio | 1.5k $458.6k | Reduced -44.2k |
| PRIVATE TRUST CO NA 0.00% of their portfolio | 1.4k $13.3k | Unchanged |
| EASTERN BANK 0.00% of their portfolio | 1.2k $11.6k | Unchanged |
| Geneos Wealth Management Inc. 0.00% of their portfolio | 951 $9.0k | Reduced -2.2k |
| Highland Investment Advisors LLC 0.00% of their portfolio | 561 $5.3k | First filing |
| HIGHLINE WEALTH PARTNERS LLC 0.00% of their portfolio | 470 $4.5k | Unchanged |
| Community Financial Services Group, LLC 0.00% of their portfolio | 400 $3.8k | Unchanged |
| Mascoma Wealth Management LLC 0.00% of their portfolio | 364 $3.5k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 0 $8 | Unchanged |