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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
Q2 		$2.16K Buy
+200
New +$2.12K ﹤0.01% 1580

Other funds holding VCV

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
CWP
Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return
ACP
Argyle Capital Partners Los Angeles, California $159M AUM 21.07% 1-Year Est. Return
PA
ProCore Advisors Newport Beach, California $80.7M AUM

Institute for Wealth Management's VCV Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Invesco California Value Municipal Income Trust (VCV) in Q2 2026: 200 shares worth $2.16K. The stake represents ﹤0.01% of the portfolio and ranks #1580 among its holdings.

28 funds tracked by Wall St. Rank hold VCV as of Q2 2026.

  • Institute for Wealth Management held 200 shares of Invesco California Value Municipal Income Trust worth $2.16K as of Q2 2026.
  • Invesco California Value Municipal Income Trust was a new Institute for Wealth Management position in Q2 2026.
  • Invesco California Value Municipal Income Trust made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1580 holding.
  • 28 funds tracked by Wall St. Rank held Invesco California Value Municipal Income Trust as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.