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icono de VCV

Invesco California Value Municipal Income Trust
VCV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 13.3 M +USD 1.63 M +168,338 +14%
Guggenheim Capital
2
Guggenheim Capital
Illinois
USD 8.43 M +USD 861 k +88,852 +11%
UBS Group
3
UBS Group
Switzerland
USD 5.03 M -USD 143 k -14,761 -3%
Osaic Holdings
4
Osaic Holdings
Arizona
USD 4.33 M +USD 776 k +80,072 +22%
Logan Stone Capital
5
Logan Stone Capital
Illinois
USD 3.64 M -USD 716 k -73,918 -16%
Beach Point Capital Management
6
Beach Point Capital Management
California
USD 3.1 M +USD 3.14 M +323,732 Nuevas
Wells Fargo
7
Wells Fargo
California
USD 2.76 M -USD 14.4 k -1,481 -0.5%
Hennion & Walsh Asset Management
8
Hennion & Walsh Asset Management
New Jersey
USD 2.76 M +USD 592 k +61,104 +27%
Bank of America
9
Bank of America
North Carolina
USD 2.46 M +USD 58.8 k +6,064 +2%
AQR Arbitrage
10
AQR Arbitrage
Connecticut
USD 2.08 M +USD 533 k +54,972 +34%
Saba Capital Management
11
Saba Capital Management
New York
USD 1.51 M +USD 199 k +20,489 +15%
Advisors Asset Management
12
Advisors Asset Management
Colorado
USD 1.48 M -USD 9.32 k -961 -0.6%
Woodline Partners
13
Woodline Partners
California
USD 1.32 M +USD 358 k +36,884 +37%
Snowden Capital Advisors
14
Snowden Capital Advisors
New York
USD 1.15 M +USD 8.65 k +892 +0.8%
Evoke Wealth
15
Evoke Wealth
California
USD 1.04 M +USD 86.3 k +8,900 +9%
Atria Wealth Solutions
16
Atria Wealth Solutions
New York
USD 979 k -USD 13.4 k -1,387 -1%
Pacific Wealth Strategies Group
17
Pacific Wealth Strategies Group
California
USD 827 k -USD 12.8 k -1,320 -2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
USD 809 k +USD 31.6 k +3,263 +4%
Mariner
19
Mariner
Kansas
USD 531 k +USD 47.8 k +4,933 +10%
Walleye Capital
20
Walleye Capital
New York
USD 444 k +USD 449 k +46,325 Nuevas
VCM
21
Vivaldi Capital Management
Illinois
USD 442 k -USD 4.86 k -501 -1%
Western Wealth Management
22
Western Wealth Management
Colorado
USD 420 k +USD 1.36 k +140 +0.3%
D.A. Davidson & Co
23
D.A. Davidson & Co
Montana
USD 412 k +USD 44.2 k +4,565 +12%
Core Wealth Partners
24
Core Wealth Partners
California
USD 391 k – – –
Baird Financial Group
25
Baird Financial Group
Wisconsin
USD 376 k +USD 71.6 k +7,384 +23%
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