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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
Saba Capital Management
1
Saba Capital Management
New York
USD 21.9 M +USD 1.95 M +197,260 +10%
Morgan Stanley
2
Morgan Stanley
New York
USD 18.2 M +USD 1.04 M +104,580 +6%
Guggenheim Capital
3
Guggenheim Capital
Illinois
USD 11.1 M +USD 605 k +61,166 +6%
Advisors Asset Management
4
Advisors Asset Management
Colorado
USD 5.71 M +USD 1.32 M +133,218 +32%
Logan Stone Capital
5
Logan Stone Capital
Illinois
USD 5.49 M -USD 3.68 M -372,278 -41%
Wells Fargo
6
Wells Fargo
California
USD 4.69 M +USD 875 k +88,443 +24%
Hennion & Walsh Asset Management
7
Hennion & Walsh Asset Management
New Jersey
USD 4.01 M +USD 346 k +34,932 +10%
AQR Arbitrage
8
AQR Arbitrage
Connecticut
USD 3.3 M -USD 445 k -44,913 -12%
Osaic Holdings
9
Osaic Holdings
Arizona
USD 3.04 M -USD 2.3 M -232,448 -44%
Robinson Capital Management
10
Robinson Capital Management
Michigan
USD 2.85 M -USD 274 k -27,642 -9%
UBS Group
11
UBS Group
Switzerland
USD 2.64 M -USD 49.1 k -4,961 -2%
Bank of America
12
Bank of America
North Carolina
USD 2.55 M -USD 500 k -50,541 -17%
Atria Wealth Solutions
13
Atria Wealth Solutions
New York
USD 1.52 M -USD 37 k -3,734 -2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
USD 1.3 M +USD 358 k +36,129 +41%
LPL Financial
15
LPL Financial
California
USD 1.26 M -USD 55.6 k -5,621 -4%
Fort Point Capital Partners
16
Fort Point Capital Partners
California
USD 1.05 M +USD 273 k +27,553 +37%
Pacific Wealth Strategies Group
17
Pacific Wealth Strategies Group
California
USD 826 k +USD 119 k +11,975 +18%
Baird Financial Group
18
Baird Financial Group
Wisconsin
USD 724 k +USD 211 k +21,321 +44%
Evoke Wealth
19
Evoke Wealth
California
USD 469 k -USD 135 k -13,605 -23%
VCM
20
Vivaldi Capital Management
Illinois
USD 447 k +USD 129 +13 +0%
D.A. Davidson & Co
21
D.A. Davidson & Co
Montana
USD 440 k -USD 30.4 k -3,068 -7%
Core Wealth Partners
22
Core Wealth Partners
California
USD 426 k – – –
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
USD 414 k +USD 225 k +22,779 +135%
Raymond James & Associates
24
Raymond James & Associates
Florida
USD 402 k -USD 26.2 k -2,649 -6%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
USD 377 k +USD 208 k +21,039 +139%
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