VKI β€” INVESCO ADVANTAGE MUN INCOME

Ownership history in Formidable Asset Management, LLC  Β·  3 quarters on record

AI Ownership Summary

Formidable Asset Management, LLC reported INVESCO ADVANTAGE MUN INCOME (VKI) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.02% in 2025 Q2. The latest visible filing shows VKI at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VKI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Formidable Asset Management, LLC's position in INVESCO ADVANTAGE MUN INCOME, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

VKI was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Formidable Asset Management, LLC held VKI β€” position size vs. price
% of Fund (quarterly)    VKI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 12,250 -550 -4.3% 0.02% $103K 2025-10-29 $8.65
2025 Q2 UNCHANGED 12,800 β€” 0% 0.02% $109K 2025-07-16 $7.84
2025 Q1 INITIATED 12,800 β€” β€” 0.02% $109K 2025-05-05 $7.91

FAQ About Formidable Asset Management, LLC and VKI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Formidable Asset Management, LLC reported owning VKI?

Formidable Asset Management, LLC reported VKI across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported VKI position in Formidable Asset Management, LLC's portfolio?

The largest reported portfolio weight for VKI was 0.02% in 2025 Q2.

What is the latest reported VKI position on this page?

The most recent filing on this page is 2025 Q3, when Formidable Asset Management, LLC reported 12,250 shares, equal to 0.02% of portfolio, with an estimated market value of $103K.

What does the chart on this VKI ownership page compare?

The chart compares Formidable Asset Management, LLC's quarterly VKI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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