Name	Stake	Shares
Guggenheim Funds Distributors LLC	2.342 %	1,040,093
Merrill Lynch, Pierce, Fenner & Smith, Inc.	2.031 %	901,833
UBS Financial Services, Inc.	1.902 %	844,478
Morgan Stanley Smith Barney LLC	1.696 %	752,931
Advisors Asset Management, Inc.	1.463 %	649,812

Catalog · 2026-07-09

Name	Role	Since	Shares
Adrien Deberghes	Director of Finance/CFO	2019-12-31	-
Sheri S. Morris	Chief Executive Officer	2016-03-28	-
Anthony LaCava	Director/Board Member	2019-02-28	-
Beth Brown	Director/Board Member	2019-09-16	-
Cynthia Hostetler	Director/Board Member	2016-12-31	-
Daniel Vandivort	Director/Board Member	2019-09-16	-
Eli Jones	Director/Board Member	2015-12-31	-
Elizabeth Krentzman	Director/Board Member	2019-09-16	-

Registry · as of 2026-07-09

Consensus none

Firm	Action	To	Target	Date
Stifel	Downgrade	Sell	—	2016-08-15

Firm rows and rating mix from Yahoo Finance; mean target is Yahoo’s aggregate until OpenFilings derives consensus from broker rows.

INVESCO ADVANTAGE MUNICIPAL INCOME TRUST II

Ownership & governance