Highline Wealth Partners’s Invesco Pennsylvania Value Municipal Income Trust VPV Stock Holding History

Highline Wealth Partners’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 Q3	$3.15K	Sell	300 -300	-50%	-$3.31K	﹤0.01%	1044
2026 Q2	$6.79K	Hold	600	–	–	﹤0.01%	760
2026 Q1	$6.34K	Buy	600 +300	+100%	+$3.2K	﹤0.01%	647
2025 Q4	$3.14K	Sell	300 -150	-33%	-$1.57K	﹤0.01%	715
2025 Q3	$4.65K	Buy	+450	New	+$4.54K	﹤0.01%	592

Other funds holding VPV

BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return

River Street Advisors Aurora, Illinois $324M AUM 20.08% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Kennedy Investment Group West Depford, New Jersey $311M AUM 23.6% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Kercheville Advisors San Antonio, Texas $361M AUM 57.53% 1-Year Est. Return

Stone House Investment Management Tunkhannock, Pennsylvania $768M AUM 12.07% 1-Year Est. Return

Highline Wealth Partners's VPV Position: Q3 2026 in Review

Highline Wealth Partners reduced its Invesco Pennsylvania Value Municipal Income Trust (VPV) stake by 50% in Q3 2026, selling an estimated $3.31K and leaving 300 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

Highline Wealth Partners first reported a position in VPV in Q3 2025 and has held it in 5 quarters since. The position peaked at $6.79K in Q2 2026. 9 funds tracked by Wall St. Rank hold VPV as of Q3 2026.

Highline Wealth Partners held 300 shares of Invesco Pennsylvania Value Municipal Income Trust worth $3.15K as of Q3 2026.
Highline Wealth Partners sold 300 Invesco Pennsylvania Value Municipal Income Trust shares in Q3 2026, an estimated $3.31K.
Invesco Pennsylvania Value Municipal Income Trust made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #1044 holding.
Highline Wealth Partners first reported a position in Invesco Pennsylvania Value Municipal Income Trust in Q3 2025 and has held it in 5 quarters since.
Highline Wealth Partners's Invesco Pennsylvania Value Municipal Income Trust position peaked at $6.79K in Q2 2026.
9 funds tracked by Wall St. Rank held Invesco Pennsylvania Value Municipal Income Trust as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.