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Independent Financial Group’s Invesco California Value Municipal Income Trust VCV Stock Holding History

Independent Financial Group’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
2026
Q2 		– Sell
-11,784
Closed -$123K – 1629
2026
Q1 		$123K Buy
+11,784
New +$130K ﹤0.01% 1411

Other funds holding VCV

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
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GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Independent Financial Group's VCV Position: Q2 2026 in Review

Independent Financial Group sold out of Invesco California Value Municipal Income Trust (VCV) in Q2 2026, closing a stake of 11,784 shares — an estimated $123K sold.

Independent Financial Group first reported a position in VCV in Q1 2026 and held it in 1 quarter. The position peaked at $123K in Q1 2026. 55 funds tracked by Wall St. Rank hold VCV as of Q2 2026.

  • Independent Financial Group reported no remaining Invesco California Value Municipal Income Trust position as of Q2 2026 after selling out during the quarter.
  • Independent Financial Group sold 11,784 Invesco California Value Municipal Income Trust shares in Q2 2026, an estimated $123K.
  • Independent Financial Group first reported a position in Invesco California Value Municipal Income Trust in Q1 2026 and held it in 1 quarter.
  • Independent Financial Group's Invesco California Value Municipal Income Trust position peaked at $123K in Q1 2026.
  • 55 funds tracked by Wall St. Rank held Invesco California Value Municipal Income Trust as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.