13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
VKI

INVESCO ADVANTAGE MUNICIPAL IN

63 institutions still hold INVESCO ADVANTAGE MUNICIPAL IN as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46132e103·63 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 0.4%
vs prior quarter
13F value held
$62M
47.0% inst. owned
of float
Holders
63
-61 QoQ
filers reporting
Activity
+38 / −24
+948 added · −964 reduced
this quarter
Concentration
14.60%
GUGGENHEIM CAPITAL LLC #1
top holder share
AI Holders Summary · Q1 2026

63 institutions reported VKI in Q1 2026. GUGGENHEIM CAPITAL LLC leads at 14.6% of the visible book. -61 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$9M1.0M0.07%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$8M902K0.00%Q1 202603
UBS Group AG
CIK 0001610520
$7M844K0.00%Q1 202604
MORGAN STANLEY
CIK 0000895421
$7M753K0.00%Q1 202605
Advisors Asset Management, Inc.
CIK 0001297376
$6M650K0.09%Q1 202606
LeConte Wealth Management, LLC
CIK 0002060443
$5M584K3.27%Q1 202607
Hennion & Walsh Asset Management, Inc.
CIK 0001861642
$4M499K0.15%Q1 202608
WELLS FARGO & COMPANY/MN
CIK 0000072971
$4M480K0.00%Q1 202609
LPL Financial LLC
CIK 0001403438
$3M400K0.00%Q1 202610
STIFEL FINANCIAL CORP
CIK 0000720672
$1M173K0.00%Q1 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M139K0.00%Q1 202612
Whipplewood Advisors, LLC
CIK 0002052510
$983,637114K0.51%Q1 202613
Indivisible Partners
CIK 0002098400
$782,06390K0.07%Q1 202614
MELFA WEALTH MANAGEMENT, INC.
CIK 0001962465
$724,66184K0.42%Q1 202615
Indiana Trust & Investment Management Co
CIK 0001356407
$649,50075K0.20%Q1 202616
SMITH, MOORE & CO.
CIK 0000200724
$587,51668K0.04%Q1 202617
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$584,08967K0.00%Q1 202618
Capital Investment Advisors, LLC
CIK 0001582732
$482,00756K0.01%Q1 202619
Rockefeller Capital Management L.P.
CIK 0001739439
$480,56955K0.00%Q1 202620
AMERIPRISE FINANCIAL INC
CIK 0000820027
$438,97751K0.00%Q1 2026
Page 1 of 4
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