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Alpine Global Management’s Invesco Pennsylvania Value Municipal Income Trust VPV Stock Holding History

Alpine Global Management’s Portfolio VPV Stock Details VPV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$248K Buy
+23,480
New +$251K 0.04% 160
2025
Q1 		– Sell
-33,942
Closed -$349K – 250
2024
Q4 		$349K Buy
+33,942
New +$374K 0.05% 168

Other funds holding VPV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $2.58B AUM 19.72% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Alpine Global Management's VPV Position: Q1 2026 in Review

Alpine Global Management opened a new position in Invesco Pennsylvania Value Municipal Income Trust (VPV) in Q1 2026: 23,480 shares worth $248K. The stake represents 0.04% of the portfolio and ranks #160 among its holdings. This is a return to the name: Alpine Global Management previously reported a position in VPV as recently as Q4 2024.

Alpine Global Management first reported a position in VPV in Q4 2024 and has held it in 2 quarters since. The position peaked at $349K in Q4 2024. 39 funds tracked by Wall St. Rank hold VPV as of Q1 2026.

  • Alpine Global Management held 23,480 shares of Invesco Pennsylvania Value Municipal Income Trust worth $248K as of Q1 2026.
  • Invesco Pennsylvania Value Municipal Income Trust was a new Alpine Global Management position in Q1 2026.
  • Invesco Pennsylvania Value Municipal Income Trust made up 0.04% of Alpine Global Management's portfolio in Q1 2026, its #160 holding.
  • Alpine Global Management first reported a position in Invesco Pennsylvania Value Municipal Income Trust in Q4 2024 and has held it in 2 quarters since.
  • Alpine Global Management's Invesco Pennsylvania Value Municipal Income Trust position peaked at $349K in Q4 2024.
  • 39 funds tracked by Wall St. Rank held Invesco Pennsylvania Value Municipal Income Trust as of Q1 2026.

Based on Alpine Global Management's 13F filing for Q1 2026, filed 15 May 2026.