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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 19.7 M +USD 577 k +53,523 +3%
Saba Capital Management
2
Saba Capital Management
New York
USD 18.1 M -USD 4.78 M -443,126 -21%
Guggenheim Capital
3
Guggenheim Capital
Illinois
USD 12 M +USD 318 k +29,504 +3%
Advisors Asset Management
4
Advisors Asset Management
Colorado
USD 6.34 M +USD 370 k +34,370 +6%
Wells Fargo
5
Wells Fargo
California
USD 4.82 M -USD 75.2 k -6,981 -2%
Hennion & Walsh Asset Management
6
Hennion & Walsh Asset Management
New Jersey
USD 4.04 M -USD 145 k -13,475 -4%
UBS Group
7
UBS Group
Switzerland
USD 2.9 M +USD 138 k +12,802 +5%
AQR Arbitrage
8
AQR Arbitrage
Connecticut
USD 2.33 M -USD 1.11 M -102,643 -32%
Bank of America
9
Bank of America
North Carolina
USD 1.87 M -USD 786 k -72,933 -30%
Atria Wealth Solutions
10
Atria Wealth Solutions
New York
USD 1.66 M +USD 64.8 k +6,015 +4%
Robinson Capital Management
11
Robinson Capital Management
Michigan
USD 1.48 M -USD 1.51 M -140,323 -51%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
USD 1.42 M +USD 65.8 k +6,101 +5%
LPL Financial
13
LPL Financial
California
USD 1.3 M -USD 17.2 k -1,593 -1%
Pacific Wealth Strategies Group
14
Pacific Wealth Strategies Group
California
USD 858 k -USD 5.08 k -471 -0.6%
Baird Financial Group
15
Baird Financial Group
Wisconsin
USD 748 k -USD 8.15 k -756 -1%
Evoke Wealth
16
Evoke Wealth
California
USD 627 k +USD 136 k +12,605 +28%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
USD 573 k +USD 219 k +20,315 +63%
Sanctuary Advisors
18
Sanctuary Advisors
Indiana
USD 507 k +USD 129 k +11,938 +32%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
USD 453 k +USD 20.1 k +1,866 +5%
Core Wealth Partners
20
Core Wealth Partners
California
USD 445 k – – –
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
USD 418 k +USD 19.9 k +1,850 +5%
Ameriprise
22
Ameriprise
Minnesota
USD 417 k +USD 73.2 k +6,792 +22%
D.A. Davidson & Co
23
D.A. Davidson & Co
Montana
USD 415 k -USD 44.7 k -4,150 -10%
Raymond James & Associates
24
Raymond James & Associates
Florida
USD 398 k -USD 22.3 k -2,068 -5%
VCM
25
Vivaldi Capital Management
Illinois
USD 383 k -USD 83.7 k -7,764 -18%
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