IFWM
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Institute for Wealth Management’s Invesco Pennsylvania Value Municipal Income Trust VPV Stock Holding History

Institute for Wealth Management’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
Q2 		$2.26K Buy
+200
New +$2.19K ﹤0.01% 1576

Other funds holding VPV

CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RSA
River Street Advisors Aurora, Illinois $340M AUM 30.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return
KA
Kercheville Advisors San Antonio, Texas $328M AUM 76.85% 1-Year Est. Return
FCMT
Founders Capital Management (Texas) Houston, Texas $231M AUM 61.68% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in Invesco Pennsylvania Value Municipal Income Trust (VPV) in Q2 2026: 200 shares worth $2.26K. The stake represents ﹤0.01% of the portfolio and ranks #1576 among its holdings.

11 funds tracked by Wall St. Rank hold VPV as of Q2 2026.

  • Institute for Wealth Management held 200 shares of Invesco Pennsylvania Value Municipal Income Trust worth $2.26K as of Q2 2026.
  • Invesco Pennsylvania Value Municipal Income Trust was a new Institute for Wealth Management position in Q2 2026.
  • Invesco Pennsylvania Value Municipal Income Trust made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1576 holding.
  • 11 funds tracked by Wall St. Rank held Invesco Pennsylvania Value Municipal Income Trust as of Q2 2026.

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