ORLEANS CAPITAL MANAGEMENT CORP/LA VKI INVESCO ADVANTAGE MUN INCOME

Ownership history in ORLEANS CAPITAL MANAGEMENT CORP/LA  ·  7 quarters on record

AI Ownership Summary

ORLEANS CAPITAL MANAGEMENT CORP/LA reported INVESCO ADVANTAGE MUN INCOME (VKI) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.12% in 2026 Q1. The latest visible filing shows VKI at 0.12% 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 ORLEANS CAPITAL MANAGEMENT CORP/LA'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
2026 Q1

VKI was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2026 Q1

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

Time in book
Holding Window
2024 Q3 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 ORLEANS CAPITAL MANAGEMENT CORP/LA 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 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 20,700 0% 0.12% $179K 2026-05-14 $8.88
2025 Q4 UNCHANGED 20,700 0% 0.12% $189K 2026-02-13 $9.12
2025 Q3 REDUCED 9.5% +4.8% 20,700 -2,183 -9.5% 0.12% $182K 2025-11-12 $8.65
2025 Q2 UNCHANGED 22,883 0% 0.10% $192K 2025-08-13 $7.87
2025 Q1 UNCHANGED 22,883 0% 0.11% $195K 2025-05-09 $7.84
2024 Q4 UNCHANGED 22,883 0% 0.12% $206K 2025-02-12 $8.04
2024 Q3 INITIATED 22,883 0.12% $213K 2024-11-14 $8.13

FAQ About ORLEANS CAPITAL MANAGEMENT CORP/LA and VKI

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

How long has ORLEANS CAPITAL MANAGEMENT CORP/LA reported owning VKI?

ORLEANS CAPITAL MANAGEMENT CORP/LA reported VKI across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported VKI position in ORLEANS CAPITAL MANAGEMENT CORP/LA's portfolio?

The largest reported portfolio weight for VKI was 0.12% in 2026 Q1.

What is the latest reported VKI position on this page?

The most recent filing on this page is 2026 Q1, when ORLEANS CAPITAL MANAGEMENT CORP/LA reported 20,700 shares, equal to 0.12% of portfolio, with an estimated market value of $179K.

What does the chart on this VKI ownership page compare?

The chart compares ORLEANS CAPITAL MANAGEMENT CORP/LA'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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