Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Invesco Pennsylvania Value Municipal Income Trust VPV Stock Holding History

Cambridge Investment Research Advisors’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
2025
Q4 		– Sell
-10,388
Closed -$107K – 3971
2025
Q3 		$107K Buy
+10,388
New +$105K ﹤0.01% 3586
2023
Q2 		– Sell
-10,085
Closed -$101K – 3300
2023
Q1 		$101K Hold
10,085
– – ﹤0.01% 2966
2022
Q4 		$99K Sell
10,085
-504
-5% -$4.88K ﹤0.01% 2908
2022
Q3 		$102K Hold
10,589
– – ﹤0.01% 2853
2022
Q2 		$111K Hold
10,589
– – ﹤0.01% 2848
2022
Q1 		$124K Sell
10,589
-2,025
-16% -$25.2K ﹤0.01% 2983
2021
Q4 		$176K Sell
12,614
-5,104
-29% -$68.5K ﹤0.01% 2928
2021
Q3 		$235K Buy
17,718
+5,104
+40% +$68.7K ﹤0.01% 2667
2021
Q2 		$169K Hold
12,614
– – ﹤0.01% 2876
2021
Q1 		$165K Hold
12,614
– – ﹤0.01% 2686
2020
Q4 		$161K Sell
12,614
-1,002
-7% -$12.3K ﹤0.01% 2523
2020
Q3 		$167K Hold
13,616
– – ﹤0.01% 2292
2020
Q2 		$162K Hold
13,616
– – ﹤0.01% 2224
2020
Q1 		$165K Buy
13,616
+1,000
+8% +$12.9K ﹤0.01% 1993
2019
Q4 		$166K Buy
12,616
+800
+7% +$10.6K ﹤0.01% 2256
2019
Q3 		$154K Buy
11,816
+800
+7% +$10.5K ﹤0.01% 2174
2019
Q2 		$140K Buy
11,016
+1,000
+10% +$12.6K ﹤0.01% 2064
2019
Q1 		$125K Buy
+10,016
New +$122K ﹤0.01% 2160

Other funds holding VPV

RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 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

Cambridge Investment Research Advisors's VPV Position: Q4 2025 in Review

Cambridge Investment Research Advisors sold out of Invesco Pennsylvania Value Municipal Income Trust (VPV) in Q4 2025, closing a stake of 10,388 shares — an estimated $107K sold.

Cambridge Investment Research Advisors first reported a position in VPV in Q1 2019 and held it in 18 quarters. The position peaked at $235K in Q3 2021. 38 funds tracked by Wall St. Rank hold VPV as of Q4 2025.

  • Cambridge Investment Research Advisors reported no remaining Invesco Pennsylvania Value Municipal Income Trust position as of Q4 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 10,388 Invesco Pennsylvania Value Municipal Income Trust shares in Q4 2025, an estimated $107K.
  • Cambridge Investment Research Advisors first reported a position in Invesco Pennsylvania Value Municipal Income Trust in Q1 2019 and held it in 18 quarters.
  • Cambridge Investment Research Advisors's Invesco Pennsylvania Value Municipal Income Trust position peaked at $235K in Q3 2021.
  • 38 funds tracked by Wall St. Rank held Invesco Pennsylvania Value Municipal Income Trust as of Q4 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.