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Invesco Advantage Municipal Income Trust II

Institutional holders · 13F as of Mar 31, 2026

69 holders

HolderValue ↓Shares% of shares
GUGGENHEIM CAPITAL LLC$9.01M1,040,093—
BANK OF AMERICA CORP /DE$8.23M902,887—
UBS Group AG$8.15M893,670—
Morgan Stanley$6.39M700,584—
Advisors Asset Management, Inc.$5.63M649,812—
LeConte Wealth Management, LLC$4.93M520,321—
WELLS FARGO & COMPANY/MN$4.32M473,527—
ROBINSON CAPITAL MANAGEMENT, LLC$4.14M453,981—
Hennion & Walsh Asset Management, Inc.$2.46M269,226—
LPL Financial LLC$2.45M257,935—
STIFEL FINANCIAL CORP$1.49M163,814—
RAYMOND JAMES FINANCIAL INC$1.35M147,839—
SMITH, MOORE & CO.$1.10M120,549—
Whipplewood Advisors, LLC$1.04M113,977—
MACKAY SHIELDS LLC$964.6K105,768—
North Ground Capital$870.4K95,443—
Indivisible Partners$788.9K86,505—
MELFA WEALTH MANAGEMENT, INC.$763.2K83,679—
Indiana Trust & Investment Management Co$649.5K75,000—
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$614.4K67,369—
Capital Investment Advisors, LLC$587.3K64,398—
JANE STREET GROUP, LLC$517.3K56,725—
Rockefeller Capital Management L.P.$508.7K55,773—
Alpine Global Management, LLC$421.7K46,240—
Royal Bank of Canada$420.0K48,487—
World Investment Advisors$399.4K43,795—
Madison Park Capital Advisors, LLC$384.4K42,154—
AMERIPRISE FINANCIAL INC$336.5K36,894—
Cetera Investment Advisers$271.5K29,776—
Nuveen, LLC$260.7K28,582—
Concurrent Investment Advisors, LLC$255.7K28,032—
AlphaCore Capital LLC$254.6K27,917—
OSAIC HOLDINGS, INC.$221.3K24,262—
Choate Investment Advisors$180.7K19,814—
ORLEANS CAPITAL MANAGEMENT CORP/LA$179.3K20,700—
River Street Advisors LLC$178.8K19,610—
MGO ONE SEVEN LLC$167.7K18,390—
Tradewinds Capital Management, LLC$144.4K15,837—
COMMONWEALTH EQUITY SERVICES, LLC$144.2K15,810—
The PNC Financial Services Group, Inc.$138.4K14,600—
Williams Jones Wealth Management, LLC.$136.8K15,000—
TPG Advisors LLC$132.1K14,488—
J.W. COLE ADVISORS, INC.$117.0K12,829—
Creative Planning$107.6K11,793—
Savant Capital, LLC$105.3K11,551—
SUSQUEHANNA INTERNATIONAL GROUP, LLP$102.9K11,286—
Financial Engines Advisors L.L.C.$97.7K10,715—
Integrated Wealth Concepts LLC$96.2K10,550—
ROTHSCHILD INVESTMENT LLC$69.9K7,666—
Kestra Advisory Services, LLC$51.4K5,633—
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