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HCR Wealth Advisors’s Invesco California Value Municipal Income Trust VCV Stock Holding History

HCR Wealth Advisors’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
2025
Q4 		– Sell
-10,000
Closed -$105K – 262
2025
Q3 		$105K Buy
+10,000
New +$103K 0.01% 240

Other funds holding VCV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HCR Wealth Advisors's VCV Position: Q4 2025 in Review

HCR Wealth Advisors sold out of Invesco California Value Municipal Income Trust (VCV) in Q4 2025, closing a stake of 10,000 shares — an estimated $105K sold.

HCR Wealth Advisors first reported a position in VCV in Q3 2025 and held it in 1 quarter. The position peaked at $105K in Q3 2025. 58 funds tracked by Wall St. Rank hold VCV as of Q4 2025.

  • HCR Wealth Advisors reported no remaining Invesco California Value Municipal Income Trust position as of Q4 2025 after selling out during the quarter.
  • HCR Wealth Advisors sold 10,000 Invesco California Value Municipal Income Trust shares in Q4 2025, an estimated $105K.
  • HCR Wealth Advisors first reported a position in Invesco California Value Municipal Income Trust in Q3 2025 and held it in 1 quarter.
  • HCR Wealth Advisors's Invesco California Value Municipal Income Trust position peaked at $105K in Q3 2025.
  • 58 funds tracked by Wall St. Rank held Invesco California Value Municipal Income Trust as of Q4 2025.

Based on HCR Wealth Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.