CWS
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Cypress Wealth Services’s Invesco California Value Municipal Income Trust VCV Stock Holding History

Cypress Wealth Services’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
2026
Q2 		$773K Buy
71,687
+1,269
+2% +$13.5K 0.09% 162
2026
Q1 		$735K Buy
70,418
+1,221
+2% +$13.5K 0.1% 160
2025
Q4 		$770K Buy
69,197
+1,195
+2% +$13K 0.11% 147
2025
Q3 		$720K Buy
68,002
+1,259
+2% +$13K 0.12% 131
2025
Q2 		$692K Buy
66,743
+741
+1% +$7.59K 0.12% 131
2025
Q1 		$700K Buy
66,002
+394
+0.6% +$4.31K 0.14% 118
2024
Q4 		$718K Buy
+65,608
New +$691K 0.14% 113

Other funds holding VCV

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
CWP
Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Cypress Wealth Services's VCV Position: Q2 2026 in Review

Cypress Wealth Services increased its Invesco California Value Municipal Income Trust (VCV) stake by 1.8% in Q2 2026, buying an estimated $13.5K and bringing the position to 71,687 shares worth $773K. The position accounts for 0.09% of the portfolio, ranked #162.

Cypress Wealth Services first reported a position in VCV in Q4 2024 and has held it in 7 quarters since. 9 funds tracked by Wall St. Rank hold VCV as of Q2 2026.

  • Cypress Wealth Services held 71,687 shares of Invesco California Value Municipal Income Trust worth $773K as of Q2 2026.
  • Cypress Wealth Services bought 1,269 Invesco California Value Municipal Income Trust shares in Q2 2026, an estimated $13.5K.
  • Invesco California Value Municipal Income Trust made up 0.09% of Cypress Wealth Services's portfolio in Q2 2026, its #162 holding.
  • Cypress Wealth Services first reported a position in Invesco California Value Municipal Income Trust in Q4 2024 and has held it in 7 quarters since.
  • 9 funds tracked by Wall St. Rank held Invesco California Value Municipal Income Trust as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.