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LeConte Wealth Management, LLC → VKI

LeConte Wealth Management, LLC VKI Position History

Invesco Advantage Municipal Income Trust II • Financial Services

Quarters held
4
Latest value
$3.8M
Q3 2026
Peak value
$5.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$5.9M
Q1 2026$5.1M
Q2 2026$4.9M
Q3 2026$3.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.8M514.4K——
Q2 2026$4.9M520.3K——
Q1 2026$5.1M584.3K——
Q4 2025$5.9M641.7K——

Other funds holding VKI

Other LeConte Wealth Management, LLC positions

IVZ

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INVESCO EXCHANGE TRADED FD T

$18.6M
IVZ

INVESCO EXCHANGE TRADED FD T

$16M
ETHA

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$12.2M
ETHA

ISHARES TR

$11.6M
ETHA

ISHARES TR

$10.7M
ETHA

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$10M