HFS
VPV icon

Hantz Financial Services’s Invesco Pennsylvania Value Municipal Income Trust VPV Stock Holding History

Hantz Financial Services’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
2024
Q2 		– Sell
-99
Closed -$1K – 1277
2024
Q1 		$1K Buy
+99
New +$1K ﹤0.01% 1172

Other funds holding VPV

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Hantz Financial Services's VPV Position: Q2 2024 in Review

Hantz Financial Services sold out of Invesco Pennsylvania Value Municipal Income Trust (VPV) in Q2 2024, closing a stake of 99 shares — an estimated $1K sold.

Hantz Financial Services first reported a position in VPV in Q1 2024 and held it in 1 quarter. The position peaked at $1K in Q1 2024. 41 funds tracked by Wall St. Rank hold VPV as of Q2 2024.

  • Hantz Financial Services reported no remaining Invesco Pennsylvania Value Municipal Income Trust position as of Q2 2024 after selling out during the quarter.
  • Hantz Financial Services sold 99 Invesco Pennsylvania Value Municipal Income Trust shares in Q2 2024, an estimated $1K.
  • Hantz Financial Services first reported a position in Invesco Pennsylvania Value Municipal Income Trust in Q1 2024 and held it in 1 quarter.
  • Hantz Financial Services's Invesco Pennsylvania Value Municipal Income Trust position peaked at $1K in Q1 2024.
  • 41 funds tracked by Wall St. Rank held Invesco Pennsylvania Value Municipal Income Trust as of Q2 2024.

Based on Hantz Financial Services's 13F filing for Q2 2024, filed 30 Jul 2024.