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Whipplewood Advisors, LLC → VKI
Whipplewood Advisors, LLC VKI Position History
Invesco Advantage Municipal Income Trust II • Financial Services
Quarters held
5
Latest value
$878K
Q3 2026
Peak value
$1.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1M |
| Q4 2025 | $1M |
| Q1 2026 | $984K |
| Q2 2026 | $1.1M |
| Q3 2026 | $878K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $878K | 117.3K | — | — |
| Q2 2026 | $1.1M | 112.5K | — | — |
| Q1 2026 | $984K | 113.6K | — | — |
| Q4 2025 | $1M | 114.0K | — | — |
| Q3 2025 | $1M | 114.8K | — | — |