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Equibles

Creative Planning

Position in VKI — Invesco Advantage Municipal Income Trust II

CIK 1540235 OVERLAND PARK, KS
Back to VKI Full portfolio

Position in VKI

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$115,238
+$11,059 QoQ
Shares Held
12,156
+1.0% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#49
of 65 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in VKI Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Creative Planning holds $559,880,439 across 178 Asset Management names. VKI ranks #165 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
 436,815 $51,400,020
2 TROW
Price T Rowe Group Inc
 420,488 $47,805,280
3 BN
BROOKFIELD Corp /ON/
 885,994 $37,734,483
4 CGBD
Carlyle Secured Lending, Inc.
 3,086,927 $32,505,340
5 BLK
BlackRock, Inc.
 33,365 $32,082,448
6 BXSL
Blackstone Secured Lending Fund
 1,288,752 $30,556,309
7
452,530 $23,508,932
8 STT
State Street Corp
 137,249 $23,277,430

All Filings in VKI

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17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $115,238 12,156
2026-03-31 $104,179 12,030
2025-12-31 $107,552 11,793
2025-09-30 $138,495 15,792
2025-06-30 $97,594 11,660
2025-03-31 $99,576 11,660
2024-12-31 $100,160 11,460
2024-09-30 $106,692 11,460
2024-06-30 $101,650 11,460
2024-03-31 $97,410 11,460
2023-12-31 $158,522 18,760
2023-09-30 $84,918 11,460
2023-06-30 $96,378 11,460
2023-03-31 $102,108 11,460
2022-12-31 $98,441 11,460
2022-09-30 $88,467 10,895
2022-06-30 $105,208 11,145