Institute for Wealth Management
VCV icon

Institute for Wealth Management’s Invesco California Value Municipal Income Trust VCV Stock Holding History

Institute for Wealth Management’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
Q3 		– Sell
-200
Closed -$2.16K – 1631
2026
Q2 		$2.16K Buy
+200
New +$2.12K ﹤0.01% 1580

Other funds holding VCV

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Institute for Wealth Management's VCV Position: Q3 2026 in Review

Institute for Wealth Management sold out of Invesco California Value Municipal Income Trust (VCV) in Q3 2026, closing a stake of 200 shares — an estimated $2.16K sold.

Institute for Wealth Management first reported a position in VCV in Q2 2026 and held it in 1 quarter. The position peaked at $2.16K in Q2 2026. 46 funds tracked by Wall St. Rank hold VCV as of Q3 2026.

  • Institute for Wealth Management reported no remaining Invesco California Value Municipal Income Trust position as of Q3 2026 after selling out during the quarter.
  • Institute for Wealth Management sold 200 Invesco California Value Municipal Income Trust shares in Q3 2026, an estimated $2.16K.
  • Institute for Wealth Management first reported a position in Invesco California Value Municipal Income Trust in Q2 2026 and held it in 1 quarter.
  • Institute for Wealth Management's Invesco California Value Municipal Income Trust position peaked at $2.16K in Q2 2026.
  • 46 funds tracked by Wall St. Rank held Invesco California Value Municipal Income Trust as of Q3 2026.

Based on Institute for Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.