Institutional Ownership
Invesco High Income Tr II
CUSIP 46131F101COMVLTQ1 2026
Institutional Holders
22
13F filers
Shares Held
613.6K
Aggregate institutional
Institutional Value
$5.55M
Q1 2026
Net New Holders
+0
3 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased10
Decreased6
Sold out3
Institutional Holders
22 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Fiera Capital Corp | 106.7K | $1.08M | −3.9K | Reduced |
| 2 | Envestnet Asset Management Inc | 76.6K | $773.9K | +3.0K | Added |
| 3 | Melfa Wealth Management, Inc. | 74.4K | $751.6K | −58 | Reduced |
| 4 | Shaker Financial Services, LLC | 52.9K | $533.8K | +2.6K | Added |
| 5 | Ameriprise Financial Inc | 40.1K | $405.2K | +3.1K | Added |
| 6 | Ubs Group AG | 30.1K | $304.4K | +2.8K | Added |
| 7 | Cetera Investment Advisers | 28.2K | $284.7K | +12.8K | Added |
| 8 | Uncommon Cents Investing LLC | 21.6K | $217.8K | −700 | Reduced |
| 9 | Mallini Complete Financial Planning LLC | 19.8K | $200.2K | +275 | Added |
| 10 | Lpl Financial LLC | 17.9K | $180.5K | +17.9K | New |
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