INVESCO ADV MUNI INC TR II (VKI) Institutional Shareholders
INVESCO ADV MUNI INC TR II (VKI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $72.60M in VKI holdings during the latest filing period.
Hennion & Walsh Asset Management, Inc. is currently the largest disclosed institutional shareholder of VKI tracked by InsiderSet, reporting ownership valued at approximately $9.38M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $8.79M, representing an estimated loss of -6.33% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed VKI value among the investors covered in this analysis. Major shareholders include Hennion & Walsh Asset Management, Inc., Guggenheim Capital Llc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in INVESCO ADV MUNI INC TR II (VKI).
This page ranks the largest institutional VKI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
65
Total Reported Value
$72.60M
Largest Holder
Hennion & Walsh Asset Management, Inc.
Largest Position
$9.38M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
79
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 0.27% | 989,489 | $9,380,356 | $8,786,662 | -$593,694 | -6.33% | |
| Guggenheim Capital Llc | 0.07% | 1,040,093 | $9,007,205 | $9,236,026 | +$228,821 | +2.54% | |
| Bank Of America Corp | 0.00% | 901,833 | $7,809,878 | $8,008,277 | +$198,399 | +2.54% | |
| Ubs Group Ag | 0.00% | 844,478 | $7,313,179 | $7,498,965 | +$185,786 | +2.54% | |
| Morgan Stanley | 0.00% | 752,931 | $6,520,388 | $6,686,027 | +$165,639 | +2.54% | |
| Advisors Asset Management, Inc. | 0.09% | 649,812 | $5,627,372 | $5,770,331 | +$142,959 | +2.54% | |
| Leconte Wealth Management, Llc | 3.27% | 584,255 | $5,059,648 | $5,188,184 | +$128,536 | +2.54% | |
| Wells Fargo & Company/Mn | 0.00% | 480,118 | $4,157,820 | $4,263,448 | +$105,628 | +2.54% | |
| Lpl Financial Llc | 0.00% | 400,085 | $3,464,739 | $3,552,755 | +$88,016 | +2.54% | |
| Stifel Financial Corp | 0.00% | 172,766 | $1,496,165 | $1,534,162 | +$37,997 | +2.54% | |
| Raymond James Financial Inc | 0.00% | 139,080 | $1,204,429 | $1,235,030 | +$30,601 | +2.54% | |
| Whipplewood Advisors, Llc | 0.72% | 112,493 | $1,066,434 | $998,938 | -$67,496 | -6.33% | |
| Melfa Wealth Management, Inc. | 0.43% | 83,679 | $793,278 | $743,070 | -$50,208 | -6.33% | |
| Indivisible Partners | 0.07% | 90,308 | $782,063 | $801,935 | +$19,872 | +2.54% | |
| Indiana Trust & Investment Management Co | 0.19% | 75,000 | $711,000 | $666,000 | -$45,000 | -6.33% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 67,369 | $633,269 | $598,237 | -$35,032 | -5.53% | |
| Smith, Moore & Co. | 0.04% | 67,842 | $587,516 | $602,437 | +$14,921 | +2.54% | |
| Rockefeller Capital Management L.P. | 0.00% | 55,492 | $480,569 | $492,769 | +$12,200 | +2.54% | |
| Wealth Care Llc | 0.38% | 50,000 | $474,000 | $444,000 | -$30,000 | -6.33% | |
| Madison Park Capital Advisors, Llc | 0.33% | 1,497 | $458,634 | $13,293 | -$445,341 | -97.10% | |
| Ameriprise Financial Inc | 0.00% | 50,690 | $438,977 | $450,127 | +$11,150 | +2.54% | |
| Royal Bank Of Canada | 0.00% | 48,487 | $420,000 | $430,565 | +$10,565 | +2.52% | |
| World Investment Advisors | 0.01% | 43,795 | $379,265 | $388,900 | +$9,635 | +2.54% | |
| Cetera Investment Advisers | 0.00% | 35,844 | $310,410 | $318,295 | +$7,885 | +2.54% | |
| Worth Asset Management, Llc | 0.09% | 28,576 | $270,899 | $253,755 | -$17,144 | -6.33% | |
| Concurrent Investment Advisors, Llc | 0.00% | 28,032 | $265,743 | $248,924 | -$16,819 | -6.33% | |
| Nuveen, Llc | 0.00% | 28,582 | $247,520 | $253,808 | +$6,288 | +2.54% | |
| Alphacore Capital Llc | 0.01% | 28,445 | $246,332 | $252,592 | +$6,260 | +2.54% | |
| Osaic Holdings, Inc. | 0.00% | 26,872 | $232,740 | $238,623 | +$5,883 | +2.53% | |
| Kestra Advisory Services, Llc | 0.00% | 23,108 | $219,066 | $205,199 | -$13,867 | -6.33% | |
| Tcp Asset Management, Llc | 0.02% | 22,919 | $217,272 | $203,521 | -$13,751 | -6.33% | |
| Harbour Investments, Inc. | 0.00% | 25,053 | $216,959 | $222,471 | +$5,512 | +2.54% | |
| River Street Advisors Llc | 0.05% | 19,610 | $185,903 | $174,137 | -$11,766 | -6.33% | |
| Orleans Capital Management Corp/La | 0.12% | 20,700 | $179,262 | $183,816 | +$4,554 | +2.54% | |
| Mgo One Seven Llc | 0.00% | 17,740 | $168,175 | $157,531 | -$10,644 | -6.33% | |
| Tpg Advisors Llc | 0.08% | 16,042 | $152,078 | $142,453 | -$9,625 | -6.33% | |
| Tradewinds Capital Management, Llc | 0.03% | 15,837 | $150,135 | $140,633 | -$9,502 | -6.33% | |
| Williams Jones Wealth Management, Llc. | 0.00% | 15,000 | $129,900 | $133,200 | +$3,300 | +2.54% | |
| Commonwealth Equity Services, Llc | 0.00% | 13,275 | $125,850 | $117,882 | -$7,968 | -6.33% | |
| J.W. Cole Advisors, Inc. | 0.00% | 12,829 | $121,620 | $113,922 | -$7,698 | -6.33% | |
| Creative Planning | 0.00% | 12,030 | $104,180 | $106,826 | +$2,646 | +2.54% | |
| Savant Capital, Llc | 0.00% | 11,623 | $100,655 | $103,212 | +$2,557 | +2.54% | |
| Prairiewood Capital, Llc | 0.02% | 10,000 | $94,800 | $88,800 | -$6,000 | -6.33% | |
| Financial Engines Advisors L.L.C. | 0.00% | 10,715 | $92,792 | $95,149 | +$2,357 | +2.54% | |
| Integrated Wealth Concepts Llc | 0.00% | 10,550 | $91,363 | $93,684 | +$2,321 | +2.54% | |
| Citadel Advisors Llc | 0.00% | 10,157 | $87,960 | $90,194 | +$2,234 | +2.54% | |
| Rothschild Investment Llc | 0.00% | 7,666 | $66,388 | $68,074 | +$1,686 | +2.54% | |
| Pnc Financial Services Group, Inc. | 0.00% | 7,300 | $63,218 | $64,824 | +$1,606 | +2.54% | |
| Corecap Advisors, Llc | 0.00% | 2,964 | $28,096 | $26,320 | -$1,776 | -6.32% | |
| Geneos Wealth Management Inc. | 0.00% | 3,151 | $27,288 | $27,981 | +$693 | +2.54% |
Frequently asked questions about VKI
Who owns the most VKI stock?
The largest holders of VKI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO ADV MUNI INC TR II (VKI).
Is VKI widely held by superinvestors?
Many widely followed stocks like VKI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly VKI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.