IWC
VCV icon

Integrated Wealth Concepts’s Invesco California Value Municipal Income Trust VCV Stock Holding History

Integrated Wealth Concepts’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 		$40.8K Buy
+3,785
New +$40.2K ﹤0.01% 3527

Other funds holding VCV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
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

Integrated Wealth Concepts's VCV Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Invesco California Value Municipal Income Trust (VCV) in Q2 2026: 3,785 shares worth $40.8K. The stake represents ﹤0.01% of the portfolio and ranks #3527 among its holdings.

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

  • Integrated Wealth Concepts held 3,785 shares of Invesco California Value Municipal Income Trust worth $40.8K as of Q2 2026.
  • Invesco California Value Municipal Income Trust was a new Integrated Wealth Concepts position in Q2 2026.
  • Invesco California Value Municipal Income Trust made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3527 holding.
  • 55 funds tracked by Wall St. Rank held Invesco California Value Municipal Income Trust as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.