Founders Capital Management (Texas)’s Invesco Pennsylvania Value Municipal Income Trust VPV Stock Holding History

Founders Capital Management (Texas)’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	$56.6K	Buy	5,000 +2,000	+67%	+$21.9K	0.02%	142
2026 Q1	$31.7K	Hold	3,000	–	–	0.02%	194
2025 Q4	$31.4K	Hold	3,000	–	–	0.02%	190
2025 Q3	$31K	Hold	3,000	–	–	0.02%	186
2025 Q2	$30.2K	Hold	3,000	–	–	0.02%	185
2025 Q1	$30.6K	Hold	3,000	–	–	0.02%	176
2024 Q4	$30.9K	Hold	3,000	–	–	0.02%	176
2024 Q3	$33.9K	Hold	3,000	–	–	0.02%	180
2024 Q2	$32.6K	Hold	3,000	–	–	0.02%	182
2024 Q1	$30.8K	Hold	3,000	–	–	0.02%	182
2023 Q4	$30K	Hold	3,000	–	–	0.02%	188
2023 Q3	$26.9K	Hold	3,000	–	–	0.02%	192
2023 Q2	$29.6K	Hold	3,000	–	–	0.02%	191
2023 Q1	$30K	Hold	3,000	–	–	0.02%	187
2022 Q4	$29K	Buy	3,000 +1,000	+50%	+$9.68K	0.02%	187
2022 Q3	$19K	Hold	2,000	–	–	0.02%	228
2022 Q2	$21K	Hold	2,000	–	–	0.02%	227
2022 Q1	$28K	Hold	2,000	–	–	0.02%	179
2021 Q4	$28K	Hold	2,000	–	–	0.02%	179
2021 Q3	$27K	Hold	2,000	–	–	0.02%	179
2021 Q2	$27K	Hold	2,000	–	–	0.02%	173
2021 Q1	$26K	Sell	2,000 -2,000	-50%	-$25.5K	0.02%	169
2020 Q4	$51K	Buy	+4,000	New	+$49.2K	0.04%	104
2020 Q1	$49K	Buy	4,000 +1,000	+33%	+$12.9K	0.05%	87
2019 Q4	$40K	Hold	3,000	–	–	0.03%	127
2019 Q3	$39K	Sell	3,000 -1,000	-25%	-$13.2K	0.03%	126
2019 Q2	$51K	Hold	4,000	–	–	0.05%	111
2019 Q1	$50K	Hold	4,000	–	–	0.05%	111
2018 Q4	$46K	Hold	4,000	–	–	0.05%	116
2018 Q3	$48K	Hold	4,000	–	–	0.04%	118
2018 Q2	$48K	Hold	4,000	–	–	0.04%	119
2018 Q1	$47K	Hold	4,000	–	–	0.04%	139
2017 Q4	$49K	Buy	4,000 +500	+14%	+$6.07K	0.04%	139
2017 Q3	$43K	Hold	3,500	–	–	0.04%	152
2017 Q2	$43K	Buy	3,500 +500	+17%	+$6.18K	0.04%	152
2017 Q1	$37K	Buy	+3,000	New	+$36.6K	0.03%	160

Other funds holding VPV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

CWS

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Founders Capital Management (Texas)'s VPV Position: Q2 2026 in Review

Founders Capital Management (Texas) increased its Invesco Pennsylvania Value Municipal Income Trust (VPV) stake by 67% in Q2 2026, buying an estimated $21.9K and bringing the position to 5,000 shares worth $56.6K. The position accounts for 0.02% of the portfolio, ranked #142.

Founders Capital Management (Texas) first reported a position in VPV in Q1 2017 and has held it in 36 quarters since. 40 funds tracked by Wall St. Rank hold VPV as of Q2 2026.

Founders Capital Management (Texas) held 5,000 shares of Invesco Pennsylvania Value Municipal Income Trust worth $56.6K as of Q2 2026.
Founders Capital Management (Texas) bought 2,000 Invesco Pennsylvania Value Municipal Income Trust shares in Q2 2026, an estimated $21.9K.
Invesco Pennsylvania Value Municipal Income Trust made up 0.02% of Founders Capital Management (Texas)'s portfolio in Q2 2026, its #142 holding.
Founders Capital Management (Texas) first reported a position in Invesco Pennsylvania Value Municipal Income Trust in Q1 2017 and has held it in 36 quarters since.
40 funds tracked by Wall St. Rank held Invesco Pennsylvania Value Municipal Income Trust as of Q2 2026.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2026, filed 21 Jul 2026.