Carson Wealth (CWM LLC)
VPV icon

Carson Wealth (CWM LLC)’s Invesco Pennsylvania Value Municipal Income Trust VPV Stock Holding History

Carson Wealth (CWM LLC)’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
Q2 		– Sell
-600
Closed -$6K – 5325
2025
Q1 		$6K Buy
+600
New +$6.21K ﹤0.01% 4412

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Carson Wealth (CWM LLC)'s VPV Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of Invesco Pennsylvania Value Municipal Income Trust (VPV) in Q2 2025, closing a stake of 600 shares — an estimated $6K sold.

Carson Wealth (CWM LLC) first reported a position in VPV in Q1 2025 and held it in 1 quarter. The position peaked at $6K in Q1 2025. 39 funds tracked by Wall St. Rank hold VPV as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining Invesco Pennsylvania Value Municipal Income Trust position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 600 Invesco Pennsylvania Value Municipal Income Trust shares in Q2 2025, an estimated $6K.
  • Carson Wealth (CWM LLC) first reported a position in Invesco Pennsylvania Value Municipal Income Trust in Q1 2025 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Invesco Pennsylvania Value Municipal Income Trust position peaked at $6K in Q1 2025.
  • 39 funds tracked by Wall St. Rank held Invesco Pennsylvania Value Municipal Income Trust as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.