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Invesco California Value Municipal Income Trust
VCV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Guggenheim Capital
1
Guggenheim Capital
Illinois
USD 8.31 M +USD 994 k +70,400 +13%
Advisors Asset Management
2
Advisors Asset Management
Colorado
USD 6.97 M +USD 721 k +51,043 +11%
Morgan Stanley
3
Morgan Stanley
New York
USD 5.42 M +USD 394 k +27,885 +8%
Invesco
4
Invesco
Georgia
USD 5.07 M +USD 424 k +30,013 +9%
LPL Financial
5
LPL Financial
California
USD 4 M +USD 324 k +22,938 +9%
UBS Group
6
UBS Group
Switzerland
USD 3.94 M +USD 390 k +27,639 +11%
JFS Wealth Advisors
7
JFS Wealth Advisors
Pennsylvania
USD 3.78 M +USD 180 k +12,750 +5%
Bank of America
8
Bank of America
North Carolina
USD 3.3 M +USD 137 k +9,692 +4%
Wells Fargo
9
Wells Fargo
California
USD 1.62 M -USD 96 k -6,803 -5%
NPC
10
National Planning Corporation
California
USD 741 k – – –
Hollencrest Capital Management
11
Hollencrest Capital Management
California
USD 701 k – – –
Ladenburg Thalmann Financial Services
12
Ladenburg Thalmann Financial Services
Florida
USD 672 k +USD 44.7 k +3,169 +7%
SAM
13
Shamrock Asset Management
Texas
USD 363 k – – –
Raymond James Financial Services Advisors
14
Raymond James Financial Services Advisors
Florida
USD 357 k – – –
DA
15
Doliver Advisors
Texas
USD 302 k +USD 309 k +21,902 Nuevas
Regions Financial Corp
16
Regions Financial Corp
Alabama
USD 300 k – – –
Next Financial Group
17
Next Financial Group
Texas
USD 293 k +USD 64 k +4,531 +27%
Wedbush Securities
18
Wedbush Securities
California
USD 285 k +USD 32.5 k +2,300 +13%
Whittier Trust
19
Whittier Trust
California
USD 278 k – – –
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
USD 263 k -USD 1.92 k -136 -0.7%
Curi RMB Capital
21
Curi RMB Capital
Illinois
USD 258 k +USD 264 k +18,714 Nuevas
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
USD 236 k -USD 216 k -15,333 -47%
First Foundation Advisors
23
First Foundation Advisors
California
USD 217 k -USD 29.9 k -2,121 -12%
DI
24
Diligent Investors
California
USD 197 k – – –
CG
25
Cutler Group
California
USD 135 k – – –
1
2