ATLANTA, GA
INVESCO ADVANTAGE MUNICIPAL INCOME TRUST IIVKI— Latest position per institution from SEC 13F filings
15
Institutional holders
8.89M
Total shares held
77.06M
Estimated value
444.54K
Avg. position size
HENNION & WALSH ASSET MANAGEMENT, INC.
CIK 1861642
Shares
981.34K
Value
7.34M
Filed
Sep 30, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
945.84K
Value
8.97M
Filed
Jun 30, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
909.36K
Value
8.62M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
826.09K
Value
7.83M
Filed
Jun 30, 2026
UBS GROUP AG
CIK 1610520
Shares
775.08K
Value
7.35M
Filed
Jun 30, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
649.81K
Value
5.63M
Filed
Mar 31, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
536.45K
Value
5.09M
Filed
Jun 30, 2026
LECONTE WEALTH MANAGEMENT, LLC
CIK 2060443
Shares
514.37K
Value
3.85M
Filed
Sep 30, 2026
ROBINSON CAPITAL MANAGEMENT, LLC
CIK 1599795
Shares
453.98K
Value
4.14M
Filed
Dec 31, 2025
FIERA CAPITAL CORP
CIK 1505817
Shares
352.16K
Value
3.09M
Filed
Sep 30, 2025
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
272.28K
Value
2.58K
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
257.94K
Value
2.45M
Filed
Jun 30, 2026
VAN ECK ASSOCIATES CORP
CIK 869178
Shares
251.18K
Value
2.38M
Filed
Jun 30, 2026
SANCTUARY ADVISORS, LLC
CIK 1777271
Shares
216.07K
Value
1.78M
Filed
Jun 30, 2024
SABA CAPITAL MANAGEMENT, L.P.
CIK 1510281
Shares
188.69K
Value
1.60M
Filed
Mar 31, 2024
STIFEL FINANCIAL CORP
CIK 720672
Shares
188.01K
Value
1.78M
Filed
Jun 30, 2026
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 1447578
Shares
160.15K
Value
1.40M
Filed
Sep 30, 2025
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
156.66K
Value
1.49M
Filed
Jun 30, 2026
AQR ARBITRAGE LLC
CIK 1167456
Shares
131.21K
Value
1.22M
Filed
Sep 30, 2024
WOLVERINE ASSET MANAGEMENT LLC
CIK 1279891
Shares
124.19K
Value
1.06M
Filed
Mar 31, 2024
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | HENNION & WALSH ASSET MANAGEMENT, INC. | 1861642 | 981.34K | 7.34M | Sep 30, 2026 |
| 2 | GUGGENHEIM CAPITAL LLC | 1283072 | 945.84K | 8.97M | Jun 30, 2026 |
| 3 | BANK OF AMERICA CORP /DE/ | 70858 | 909.36K | 8.62M | Jun 30, 2026 |
| 4 | MORGAN STANLEY | 895421 | 826.09K | 7.83M | Jun 30, 2026 |
| 5 | UBS GROUP AG | 1610520 | 775.08K | 7.35M | Jun 30, 2026 |
| 6 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 649.81K | 5.63M | Mar 31, 2026 |
| 7 | WELLS FARGO & COMPANY/MN | 72971 | 536.45K | 5.09M | Jun 30, 2026 |
| 8 | LECONTE WEALTH MANAGEMENT, LLC | 2060443 | 514.37K | 3.85M | Sep 30, 2026 |
| 9 | ROBINSON CAPITAL MANAGEMENT, LLC | 1599795 | 453.98K | 4.14M | Dec 31, 2025 |
| 10 | FIERA CAPITAL CORP | 1505817 | 352.16K | 3.09M | Sep 30, 2025 |
| 11 | SIT INVESTMENT ASSOCIATES INC | 769317 | 272.28K | 2.58K | Jun 30, 2026 |
| 12 | LPL FINANCIAL LLC | 1403438 | 257.94K | 2.45M | Jun 30, 2026 |
| 13 | VAN ECK ASSOCIATES CORP | 869178 | 251.18K | 2.38M | Jun 30, 2026 |
| 14 | SANCTUARY ADVISORS, LLC | 1777271 | 216.07K | 1.78M | Jun 30, 2024 |
| 15 | SABA CAPITAL MANAGEMENT, L.P. | 1510281 | 188.69K | 1.60M | Mar 31, 2024 |
| 16 | STIFEL FINANCIAL CORP | 720672 | 188.01K | 1.78M | Jun 30, 2026 |
| 17 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | 160.15K | 1.40M | Sep 30, 2025 |
| 18 | RAYMOND JAMES FINANCIAL INC | 720005 | 156.66K | 1.49M | Jun 30, 2026 |
| 19 | AQR ARBITRAGE LLC | 1167456 | 131.21K | 1.22M | Sep 30, 2024 |
| 20 | WOLVERINE ASSET MANAGEMENT LLC | 1279891 | 124.19K | 1.06M | Mar 31, 2024 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.