EverSource Wealth Advisors’s Invesco Pennsylvania Value Municipal Income Trust VPV Stock Holding History

EverSource Wealth 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
2026 Q2	$11.3K	Hold	1,000	–	–	﹤0.01%	2835
2026 Q1	$10.6K	Hold	1,000	–	–	﹤0.01%	2884
2025 Q4	$10.5K	Hold	1,000	–	–	﹤0.01%	2770
2025 Q3	$10.3K	Hold	1,000	–	–	﹤0.01%	2808
2025 Q2	$10.1K	Hold	1,000	–	–	﹤0.01%	2803
2025 Q1	$10.2K	Hold	1,000	–	–	﹤0.01%	2103
2024 Q4	$10.3K	Buy	+1,000	New	+$11K	﹤0.01%	1974

Other funds holding VPV

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

BBA

BLB&B Advisors Montgomeryville, Pennsylvania $2.73B AUM 25.76% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rodgers Brothers Harmony, Pennsylvania $1.03B AUM 54.39% 1-Year Est. Return

RSA

River Street Advisors Aurora, Illinois $340M AUM 30.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KIG

Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return

EverSource Wealth Advisors's VPV Position: Q2 2026 in Review

EverSource Wealth Advisors held its Invesco Pennsylvania Value Municipal Income Trust (VPV) position steady in Q2 2026 at 1,000 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2835.

EverSource Wealth Advisors first reported a position in VPV in Q4 2024 and has held it in 7 quarters since. 15 funds tracked by Wall St. Rank hold VPV as of Q2 2026.

EverSource Wealth Advisors held 1,000 shares of Invesco Pennsylvania Value Municipal Income Trust worth $11.3K as of Q2 2026.
EverSource Wealth Advisors left its Invesco Pennsylvania Value Municipal Income Trust share count unchanged in Q2 2026.
Invesco Pennsylvania Value Municipal Income Trust made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2835 holding.
EverSource Wealth Advisors first reported a position in Invesco Pennsylvania Value Municipal Income Trust in Q4 2024 and has held it in 7 quarters since.
15 funds tracked by Wall St. Rank held Invesco Pennsylvania Value Municipal Income Trust as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.