IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Invesco High Income Trust II (VLT)

CUSIP: 46131F101 | US | Financial Services · Asset Management | Micro Cap | 145 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AFirst Trust Portfolios L.P.325,0545.0%Newly reportedSep 30, 2026No 13F filer matched
13G/AFirst Trust Portfolios L.P.325,054
5.0% of class · Sep 30, 2026Newly reported
No 13F filer matched

Institutional Holders — Q3 2026

Shaker Financial Services, LLC149,149
0.4% of portfolio›$1.4M
Wolverine Asset Management LLC83,116
0.0% of portfolio›$755.5K
Park Avenue Securities LLC65,854
0.0% of portfolio›$599
Aegon USA Investment Management, LLC26,000
0.2% of portfolio›$236.3K
Mallini Complete Financial Planning LLC24,888
0.2% of portfolio›$226.2K
Uncommon Cents Investing Inc21,715
0.0% of portfolio›$197.4K
Integrated Capital Management, Inc.10,757
0.1% of portfolio›$97.8K
CoreCap Advisors, LLC9,055
0.0% of portfolio›$82.3K
Highline Wealth Partners LLC250
0.0% of portfolio›$2.3K
First Horizon Corp100
0.0% of portfolio›$909
Valley National Advisers Inc46
0.0% of portfolio›$419
StyleTurnoverLocationFiled
Shaker Financial Services, LLC
149,149$1.4M0.4%YieldHighArlington, VA2026-10-14
Wolverine Asset Management LLC
83,116$755.5K0.0%Deep ValueVery HighChicago, IL2026-11-02
Park Avenue Securities LLC
65,854$5990.0%ETFMediumNew York, NY2026-10-26
Aegon USA Investment Management, LLC
26,000$236.3K0.2%ETFVery LowCedar Rapids, IA2026-10-30
Mallini Complete Financial Planning LLC
24,888$226.2K0.2%ETFMediumGainesville, FL2026-10-06
Uncommon Cents Investing Inc
21,715$197.4K0.0%ValueVery LowJanesville, WI2026-10-20
Integrated Capital Management, Inc.
10,757$97.8K0.1%ETFLowJessup, PA2026-10-09
CoreCap Advisors, LLC
9,055$82.3K0.0%ETFMediumSouthfield, MI2026-10-08
Highline Wealth Partners LLC
250$2.3K0.0%ETFMediumSherman Oaks, CA2026-10-19
First Horizon Corp
100$9090.0%CoreLowMemphis, TN2026-10-26
Valley National Advisers Inc
46$4190.0%ETFLowBethlehem, PA2026-10-23