Madison Park Capital Advisors, LLC VKI INVESCO ADVANTAGE MUN INCOME T SH BEN INT

Ownership history in Madison Park Capital Advisors, LLC  ·  10 quarters on record

AI Ownership Summary

Madison Park Capital Advisors, LLC reported INVESCO ADVANTAGE MUN INCOME T SH BEN INT (VKI) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.31% in 2025 Q1. The latest visible filing shows VKI at 0.31% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VKI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Madison Park Capital Advisors, LLC's position in INVESCO ADVANTAGE MUN INCOME T SH BEN INT, 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
2026 Q1

VKI was reported at 0.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.31% in 2025 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q1

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 Madison Park Capital Advisors, LLC held VKI — position size vs. price
% of Fund (quarterly)    VKI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 45,662 +3,508 +8.3% 0.31% $395K 2026-04-22 $8.69
2025 Q4 ADDED 42,154 +40 +0.1% 0.31% $384K 2026-01-20 $8.84
2025 Q3 ADDED 42,114 +42 +0.1% 0.30% $369K 2025-11-04 $8.55
2025 Q2 ADDED 42,072 +41 +0.1% 0.30% $352K 2025-07-08 $7.78
2025 Q1 ADDED 42,031 +539 +1.3% 0.31% $359K 2025-04-24 $7.52
2024 Q4 ADDED 41,492 +10,028 +31.9% 0.29% $363K 2025-01-17 $7.83
2024 Q3 ADDED 31,464 +5,026 +19.0% 0.22% $293K 2024-10-18 $8.01
2024 Q2 ADDED 26,438 +21 +0.1% 0.20% $235K 2024-07-23 $7.69
2024 Q1 ADDED 26,417 +17 +0.1% 0.20% $225K 2024-04-05 $7.05
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VKI

As of 2026 Q2 — sorted by position size

EASTERN BANK 3Y 7Y 0.0%

FAQ About Madison Park Capital Advisors, 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 Madison Park Capital Advisors, LLC reported owning VKI?

Madison Park Capital Advisors, LLC reported VKI across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported VKI position in Madison Park Capital Advisors, LLC's portfolio?

The largest reported portfolio weight for VKI was 0.31% in 2025 Q1.

What is the latest reported VKI position on this page?

The most recent filing on this page is 2026 Q1, when Madison Park Capital Advisors, LLC reported 45,662 shares, equal to 0.31% of portfolio, with an estimated market value of $395K.

What does the chart on this VKI ownership page compare?

The chart compares Madison Park Capital Advisors, 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.

How well did Madison Park Capital Advisors, LLC time their VKI position?

Based on 13F filing dates vs. subsequent VKI price moves, Madison Park Capital Advisors, LLC correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on VKI relative to SPY over the holding period was -8.7%.

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