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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 8.36 M +USD 854 k +66,102 +12%
Advisors Asset Management
2
Advisors Asset Management
Colorado
USD 5.88 M +USD 127 k +9,791 +2%
Morgan Stanley
3
Morgan Stanley
New York
USD 5.82 M -USD 2.24 M -173,062 -28%
Bank of America
4
Bank of America
North Carolina
USD 5.09 M -USD 769 k -59,467 -13%
UBS Group
5
UBS Group
Switzerland
USD 4.78 M +USD 108 k +8,355 +2%
Invesco
6
Invesco
Georgia
USD 3.49 M -USD 173 k -13,354 -5%
JFS Wealth Advisors
7
JFS Wealth Advisors
Pennsylvania
USD 2.96 M – – –
Wells Fargo
8
Wells Fargo
California
USD 1.38 M -USD 12.4 k -961 -0.9%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
USD 944 k +USD 91 k +7,040 +11%
First Foundation Advisors
10
First Foundation Advisors
California
USD 914 k +USD 56.2 k +4,347 +7%
Hollencrest Capital Management
11
Hollencrest Capital Management
California
USD 733 k +USD 49.2 k +3,805 +7%
National Planning Corporation
12
National Planning Corporation
California
USD 728 k – – –
RB Capital Management
13
RB Capital Management
Nevada
USD 592 k +USD 37.2 k +2,879 +7%
Edge Wealth Management
14
Edge Wealth Management
New York
USD 590 k – – –
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
USD 544 k -USD 6.27 k -485 -1%
Ladenburg Thalmann Financial Services
16
Ladenburg Thalmann Financial Services
Florida
USD 529 k +USD 18.2 k +1,405 +4%
VCM
17
Vivaldi Capital Management
Illinois
USD 410 k +USD 404 k +31,243 Nuevas
LPL Financial
18
LPL Financial
California
USD 391 k +USD 71.2 k +5,512 +23%
SAM
19
Shamrock Asset Management
Texas
USD 350 k – – –
Raymond James Financial Services Advisors
20
Raymond James Financial Services Advisors
Florida
USD 317 k +USD 127 k +9,800 +68%
Whittier Trust
21
Whittier Trust
California
USD 264 k – – –
Stifel Financial
22
Stifel Financial
Missouri
USD 250 k -USD 31.4 k -2,427 -11%
Pacific Wealth Strategies Group
23
Pacific Wealth Strategies Group
California
USD 197 k – – –
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
USD 185 k -USD 14.4 k -1,114 -7%
Wedbush Securities
25
Wedbush Securities
California
USD 184 k -USD 12.6 k -975 -7%
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