13FBOX
INVESCO ADVANTAGE MUN INCOME T SH BEN INT · 13F 机构持仓分析
期权收益计算器 机构排行

INVESCO ADVANTAGE MUN INCOME T SH BEN INT

VKI
持有机构数
65
机构合计市值 (Q2 2026)
$7,605.5万
机构合计股数 (Q2 2026)
803.3万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+90.0万股
27 · 10 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-122.1万股
27 · 10 清仓 · ≈
⚖️ 净额
-32.1万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$7,605.5万
持有机构数
65
新买入
10
加仓
17
减仓
17
清仓
10
持股不变
21
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
Hennion & Walsh Asset Management, Inc.
0.27%0.15%#5$938.0万98.9万股$432.1万49.9万股+49.1万股+98.32%加仓
古根海姆资本GUGGENHEIM CAPITAL LLC
0.06%0.07%#10$896.7万94.6万股$900.7万104.0万股-9.4万股-9.06%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#44$862.1万90.9万股$781.0万90.2万股+7,528股+0.83%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#47$783.1万82.6万股$627.5万71.5万股+11.1万股+15.46%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#36$734.8万77.5万股$731.3万84.4万股-6.9万股-8.22%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#39$508.5万53.6万股$415.8万48.0万股+5.6万股+11.73%加仓
LeConte Wealth Management, LLC
2.69%3.27%#1$493.3万52.0万股$506.0万58.4万股-6.4万股-10.94%减仓
SIT INVESTMENT ASSOCIATES INC
0.05%0.06%#12$258.1万27.2万股$272.2万31.4万股-4.2万股-13.37%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#45$244.5万25.8万股$346.5万40.0万股-14.2万股-35.53%减仓
范埃克联合公司VAN ECK ASSOCIATES CORP
<0.01%<0.01%#32$238.1万25.1万股$220.9万25.5万股-3,904股-1.53%减仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#31$178.2万18.8万股$149.6万17.3万股+1.5万股+8.82%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#48$148.5万15.7万股$120.4万13.9万股+1.8万股+12.64%加仓
Whipplewood Advisors, LLC
0.72%0.51%#2$106.6万11.2万股$98.4万11.4万股-1,091股-0.96%减仓
Indivisible Partners
0.05%0.07%#13$85.9万9.1万股$78.2万9.0万股+303股+0.34%加仓
MELFA WEALTH MANAGEMENT, INC.
0.43%0.42%#3$79.3万8.4万股$72.5万8.4万股00.00%持仓不变
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#59$69.9万7.4万股$42.0万4.8万股+2.5万股+52.09%加仓
Indiana Trust & Investment Management Co
0.23%0.2%#6$65.0万7.5万股$65.0万7.5万股00.00%持仓不变
SMITH, MOORE & CO.
0.04%0.04%#14$64.3万6.8万股$58.8万6.8万股-1股-0.00%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#34$63.3万6.7万股$58.4万6.7万股00.00%持仓不变
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#58$55.5万5.9万股$43.9万5.1万股+7,858股+15.50%加仓
资本投资顾问Capital Investment Advisors, LLC
0.01%0.01%#20$50.3万5.3万股$48.2万5.6万股-2,641股-4.74%减仓
Wealth Care LLC
0.38%0.38%#4$47.4万5.0万股$43.3万5.0万股00.00%持仓不变
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#41$44.4万4.7万股$48.1万5.5万股-8,693股-15.67%减仓
ROTHSCHILD 投资ROTHSCHILD INVESTMENT LLC
0.02%<0.01%#18$40.4万4.3万股$6.6万7,666股+3.5万股+456.56%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#51$34.4万3.6万股$31.0万3.6万股+434股+1.21%加仓
世界投资顾问World Investment Advisors
0.01%0.01%#22$32.2万3.7万股$37.9万4.4万股-6,583股-15.03%减仓
阿尔法核心资本AlphaCore Capital LLC
0.01%0.01%#23$27.5万2.9万股$24.6万2.8万股+529股+1.86%加仓
纽文Nuveen, LLC
<0.01%<0.01%#62$27.1万2.9万股$24.8万2.9万股00.00%持仓不变
Worth Asset Management, LLC
0.09%#8$27.1万2.9万股$00股+2.9万股新买入
Concurrent投资顾问Concurrent Investment Advisors, LLC
<0.01%<0.01%#27$26.6万2.8万股$24.3万2.8万股00.00%持仓不变
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#24$23.8万2.5万股$21.7万2.5万股00.00%持仓不变
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#40$21.9万2.3万股$21.2万2.4万股-1,384股-5.65%减仓
TCP Asset Management, LLC
0.02%0.03%#16$21.7万2.3万股$19.8万2.3万股00.00%持仓不变
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%<0.01%#35$20.5万2.2万股$9.1万1.1万股+1.1万股+105.09%加仓
简街集团JANE STREET GROUP, LLC
<0.01%#65$20.0万2.1万股$00股+2.1万股新买入
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#52$20.0万2.1万股$23.3万2.7万股-5,802股-21.59%减仓
ORLEANS CAPITAL MANAGEMENT CORP/LA
0.1%0.12%#7$19.6万2.1万股$17.9万2.1万股00.00%持仓不变
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#46$18.8万2.0万股$23.9万2.8万股-7,741股-28.08%减仓
River Street Advisors LLC
0.05%0.06%#11$18.6万2.0万股$17.0万2.0万股00.00%持仓不变
MGO资本MGO ONE SEVEN LLC
<0.01%<0.01%#25$16.8万1.8万股$15.4万1.8万股00.00%持仓不变
TPG Advisors LLC
0.08%0.08%#9$15.2万1.6万股$12.8万1.5万股+1,281股+8.68%加仓
Tradewinds Capital Management, LLC
0.03%0.03%#15$15.0万1.6万股$13.7万1.6万股00.00%持仓不变
威廉姆斯·琼斯财富管理Williams Jones Wealth Management, LLC.
<0.01%<0.01%#29$14.2万1.5万股$13.0万1.5万股00.00%持仓不变
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#60$13.8万1.5万股$12.6万1.5万股00.00%持仓不变
贝尔德金融集团Baird Financial Group, Inc.
<0.01%#55$12.7万1.3万股$00股+1.3万股新买入
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#56$12.6万1.3万股$11.5万1.3万股+45股+0.34%加仓
J.W.科尔顾问J.W. COLE ADVISORS, INC.
<0.01%#28$12.2万1.3万股$00股+1.3万股新买入
MarinerMariner, LLC
<0.01%#57$12.1万1.3万股$00股+1.3万股新买入
XTX资本XTX Topco Ltd
<0.01%#30$12.0万1.3万股$00股+1.3万股新买入
Creative Planning财富管理Creative Planning
<0.01%<0.01%#61$11.5万1.2万股$10.4万1.2万股+126股+1.05%加仓

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