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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 46132E103

INVESCO ADVANTAGE MUN INCOME

118 institutions · $92.0M total · 11,003,218 shares · IVZ

#ManagerSharesValue% of TotalPeriod
1BANK OF AMERICA CORP /DE/898,650$8.2M8.16%2025-12-31
2UBS Group AG893,670$8.2M8.12%2025-12-31
3GUGGENHEIM CAPITAL LLC786,838$7.2M7.15%2025-12-31
4LPL Financial LLC770,787$7.0M7.00%2025-12-31
5MORGAN STANLEY700,582$6.4M6.36%2025-12-31
6Advisors Asset Management, Inc.666,492$6.1M6.05%2025-12-31
7LeConte Wealth Management, LLC641,714$5.9M5.83%2025-12-31
8Robinson Capital Management, LLC453,981$4.1M4.12%2025-12-31
9WELLS FARGO & COMPANY/MN383,414$3.5M3.48%2025-12-31
10Fiera Capital Corp352,164$3.1M3.20%2025-09-30
11Hennion & Walsh Asset Management, Inc.269,226$2.5M2.44%2025-12-31
12Sanctuary Advisors, LLC216,073$1.8M1.96%2024-09-30
13STIFEL FINANCIAL CORP163,802$1.5M1.48%2025-12-31
14RIVERNORTH CAPITAL MANAGEMENT, LLC160,147$1.4M1.45%2025-09-30
15AQR Arbitrage LLC131,206$1.2M1.19%2024-09-30
16SMITH, MOORE & CO.120,549$1.1M1.09%2025-12-31
17RAYMOND JAMES FINANCIAL INC114,615$1.0M1.04%2025-12-31
18Whipplewood Advisors, LLC113,977$1.0M1.03%2025-12-31
19Indiana Trust & Investment Management CO111,938$1.0M1.01%2025-12-31
20North Ground Capital95,443$870.4K0.86%2025-12-31
21Indivisible Partners86,505$788.9K0.78%2025-12-31
22MELFA WEALTH MANAGEMENT, LLC83,679$763.2K0.76%2025-12-31
23Independent Advisor Alliance86,032$751.9K0.78%2024-12-31
24RAYMOND JAMES & ASSOCIATES75,652$704.3K0.68%2024-09-30
25WEALTH ENHANCEMENT ADVISORY SERVICES, LLC67,369$614.4K0.61%2025-12-31
26ABSOLUTE INVESTMENT ADVISERS LLC72,100$603.5K0.65%2025-06-30
27Logan Stone Capital, LLC63,961$595.5K0.58%2024-09-30
28Capital Investment Advisors, LLC64,398$587.3K0.58%2025-12-31
29Karpus Management, Inc.69,000$577.5K0.62%2025-06-30
30Rockefeller Capital Management L.P.55,773$508.7K0.50%2025-12-31
31MACKAY SHIELDS LLC53,128$484.5K0.48%2025-12-31
32Bank of New York Mellon Corp55,293$483.3K0.50%2024-12-31
33HighTower Advisors, LLC52,001$454.5K0.47%2024-12-31
34JANE STREET GROUP, LLC48,210$439.7K0.43%2025-12-31
35Buckingham Strategic Partners49,156$429.6K0.44%2024-12-31
36Alpine Global Management, LLC46,240$421.7K0.42%2025-12-31
37BAYSHORE ASSET MANAGEMENT, LLC48,001$419.5K0.43%2024-12-31
38Royal Bank of Canada42,530$388.0K0.38%2025-12-31
39Madison Park Capital Advisors, LLC42,154$384.4K0.38%2025-12-31
40Nuveen Asset Management, LLC43,232$377.8K0.39%2024-12-31
41Pensionmark Financial Group, LLC43,795$339.4K0.39%2025-12-31
42AMERIPRISE FINANCIAL INC36,894$336.5K0.33%2025-12-31
43KINGSWOOD WEALTH ADVISORS, LLC35,130$327.1K0.31%2024-09-30
44Raymond James Financial Services Advisors, Inc.33,572$312.6K0.30%2024-09-30
45Quarry LP36,900$308.9K0.33%2025-06-30
46Pathstone Holdings, LLC32,201$299.8K0.29%2024-09-30
47IFG Advisors, LLC30,000$279.3K0.27%2024-09-30
48Cetera Investment Advisers29,776$271.5K0.27%2025-12-31
49Nuveen, LLC28,582$260.7K0.25%2025-12-31
50Concurrent Investment Advisors, LLC28,032$255.7K0.25%2025-12-31
51AlphaCore Capital LLC27,917$254.6K0.25%2025-12-31
52BANK OF MONTREAL /CAN/27,711$243.0K0.25%2025-09-30
53ADVISOR GROUP HOLDINGS, INC.24,262$221.3K0.22%2025-12-31
54XTX Topco Ltd24,305$207.6K0.22%2025-03-31
55Atria Wealth Solutions, Inc.23,556$197.2K0.21%2025-06-30
56ORLEANS CAPITAL MANAGEMENT CORP/LA20,700$188.8K0.18%2025-12-31
57Choate Investment Advisors19,814$180.7K0.18%2025-12-31
58River Street Advisors LLC19,610$178.8K0.17%2025-12-31
59MGO ONE SEVEN LLC18,390$167.7K0.16%2025-12-31
60Tradewinds Capital Management, LLC15,837$144.4K0.14%2025-12-31
61COMMONWEALTH EQUITY SERVICES, LLC15,810$144.2K0.14%2025-12-31
62BOKF, NA16,500$142.4K0.14%2024-12-31
63Relyea Zuckerberg Hanson LLC16,221$137.9K0.14%2024-09-30
64Dakota Wealth Management15,700$137.2K0.14%2024-12-31
65Williams Jones Wealth Management, LLC.15,000$136.8K0.13%2025-12-31
66TPG Advisors LLC14,488$132.1K0.13%2025-12-31
67SIMON QUICK ADVISORS, LLC14,316$119.8K0.13%2025-06-30
68J.W. COLE ADVISORS, INC.12,829$117.0K0.11%2025-12-31
69Cerity Partners LLC12,387$115.3K0.11%2024-09-30
70Creative Planning11,793$107.6K0.10%2025-12-31
71Savant Capital, LLC11,551$105.3K0.10%2025-12-31
72Larson Financial Group LLC11,300$105.2K0.10%2024-09-30
73SUSQUEHANNA INTERNATIONAL GROUP, LLP11,286$102.9K0.10%2025-12-31
74Formidable Asset Management, LLC12,250$102.5K0.11%2025-09-30
75NOMURA HOLDINGS INC10,740$100.0K0.09%2024-12-31
76Busey Wealth Management11,272$98.9K0.10%2025-09-30
77Fairhaven Wealth Management, LLC11,255$98.4K0.10%2024-12-31
78StoneX Group Inc.10,402$98.2K0.09%2025-06-30
79Financial Engines Advisors L.L.C.10,715$97.7K0.09%2025-12-31
80First Financial Bankshares Inc11,075$96.8K0.10%2024-12-31
81Integrated Wealth Concepts LLC10,550$96.2K0.09%2025-12-31
82Elequin Securities, LLC11,207$95.7K0.10%2025-03-31
83Permanent Capital Management, LP10,728$93.8K0.09%2024-12-31
84ROTHSCHILD INVESTMENT LLC7,666$69.9K0.06%2025-12-31
85PNC Financial Services Group, Inc.7,300$66.6K0.06%2025-12-31
86LANDSCAPE CAPITAL MANAGEMENT, L.L.C.6,643$58.1K0.06%2024-12-31
87Kestra Advisory Services, LLC5,633$51.4K0.05%2025-12-31
88JONES FINANCIAL COMPANIES LLLP520$51.3K0.00%2025-03-31
89Nelson, Van Denburg & Campbell Wealth Management Group, LLC4,418$38.6K0.04%2024-12-31
90Fortitude Family Office, LLC3,500$31.9K0.03%2025-12-31
91GPS Wealth Strategies Group, LLC3,525$29.5K0.03%2025-06-30
92Geneos Wealth Management Inc.3,151$28.7K0.02%2025-12-31
93CoreCap Advisors, LLC3,089$28.2K0.02%2025-12-31
94FSA Wealth Management LLC3,000$26.3K0.02%2025-09-30
95MAI Capital Management2,042$18.6K0.01%2025-12-31
96HARBOUR INVESTMENTS, INC.2,000$18.2K0.01%2025-12-31
97US BANCORP \DE\1,694$15.4K0.01%2025-12-31
98HIGHLINE WEALTH PARTNERS LLC1,500$13.7K0.01%2025-12-31
99PRIVATE TRUST CO NA1,400$12.8K0.01%2025-12-31
100EASTERN BANK1,228$11.2K0.01%2025-12-31
101COMERICA BANK1,000$9.1K0.00%2025-12-31
102Advisory Services Network, LLC1,000$8.8K0.00%2025-09-30
103BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC642$5.6K0.00%2024-12-31
104SIT INVESTMENT ASSOCIATES INC540,071$4.9K4.90%2025-12-31
105Wealthspire Advisors, LLC443$3.9K0.00%2025-09-30
106Newbridge Financial Services Group, Inc.410$3.6K0.00%2025-09-30
107Steward Partners Investment Advisory, LLC384$3.4K0.00%2025-09-30
108Mascoma Wealth Management LLC364$3.3K0.00%2025-12-31
109Strive Financial Group ,LLC348$3.2K0.00%2025-12-31
110VAN ECK ASSOCIATES CORP252,937$2.3K2.29%2025-12-31
111SageView Advisory Group, LLC238$2.2K0.00%2025-12-31
112First Command Advisory Services, Inc.211$1.8K0.00%2025-06-30
113Cambridge Investment Research Advisors, Inc.27,655$2520.25%2025-12-31
114WEDBUSH SECURITIES INC12,800$1120.11%2025-09-30
115Janney Montgomery Scott LLC10,364$950.09%2025-12-31
116Allworth Financial LP1$80.00%2025-12-31
117JPMORGAN CHASE & CO0$80.00%2025-12-31
118CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30