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Atria Wealth Solutions’s Invesco California Value Municipal Income Trust VCV Stock Holding History

Atria Wealth Solutions’s Portfolio VCV Stock Details VCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-284,258
Closed -$3.02M – 1910
2025
Q1 		$3.02M Buy
284,258
+28,845
+11% +$316K 0.04% 498
2024
Q4 		$2.79M Buy
255,413
+103,126
+68% +$1.09M 0.03% 527
2024
Q3 		$1.66M Buy
152,287
+6,015
+4% +$64.8K 0.02% 707
2024
Q2 		$1.52M Sell
146,272
-3,734
-2% -$37K 0.02% 728
2024
Q1 		$1.49M Buy
150,006
+1,210
+0.8% +$11.8K 0.02% 738
2023
Q4 		$1.46M Buy
148,796
+40,886
+38% +$365K 0.02% 718
2023
Q3 		$910K Buy
107,910
+5,760
+6% +$53.8K 0.01% 862
2023
Q2 		$979K Sell
102,150
-1,387
-1% -$13.4K 0.01% 840
2023
Q1 		$1.05M Sell
103,537
-5,495
-5% -$54.2K 0.02% 777
2022
Q4 		$1.03M Buy
109,032
+8,875
+9% +$82.3K 0.02% 730
2022
Q3 		$900K Buy
+100,157
New +$1.03M 0.02% 754
2022
Q2 		– Sell
-16,086
Closed -$178K – 1898
2022
Q1 		$178K Buy
+16,086
New +$193K ﹤0.01% 1617

Other funds holding VCV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atria Wealth Solutions's VCV Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Invesco California Value Municipal Income Trust (VCV) in Q2 2025, closing a stake of 284,258 shares — an estimated $3.02M sold.

Atria Wealth Solutions first reported a position in VCV in Q1 2022 and held it in 12 quarters. The position peaked at $3.02M in Q1 2025. 46 funds tracked by Wall St. Rank hold VCV as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Invesco California Value Municipal Income Trust position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 284,258 Invesco California Value Municipal Income Trust shares in Q2 2025, an estimated $3.02M.
  • Atria Wealth Solutions first reported a position in Invesco California Value Municipal Income Trust in Q1 2022 and held it in 12 quarters.
  • Atria Wealth Solutions's Invesco California Value Municipal Income Trust position peaked at $3.02M in Q1 2025.
  • 46 funds tracked by Wall St. Rank held Invesco California Value Municipal Income Trust as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.