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Concurrent Investment Advisors, LLC → VKI
Concurrent Investment Advisors, LLC VKI Position History
Invesco Advantage Municipal Income Trust II • Financial Services
Quarters held
5
Latest value
$210K
Q3 2026
Peak value
$266K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $246K |
| Q4 2025 | $256K |
| Q1 2026 | $243K |
| Q2 2026 | $266K |
| Q3 2026 | $210K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $210K | 28.0K | — | — |
| Q2 2026 | $266K | 28.0K | — | — |
| Q1 2026 | $243K | 28.0K | — | — |
| Q4 2025 | $256K | 28.0K | — | — |
| Q3 2025 | $246K | 28.0K | — | — |