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Marex Group’s Invesco Pennsylvania Value Municipal Income Trust VPV Stock Holding History

Marex Group’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
2025
Q1 		– Sell
-24,523
Closed -$252K – 862
2024
Q4 		$252K Buy
+24,523
New +$270K ﹤0.01% 485

Other funds holding VPV

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Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return

Marex Group's VPV Position: Q1 2025 in Review

Marex Group sold out of Invesco Pennsylvania Value Municipal Income Trust (VPV) in Q1 2025, closing a stake of 24,523 shares — an estimated $252K sold.

Marex Group first reported a position in VPV in Q4 2024 and held it in 1 quarter. The position peaked at $252K in Q4 2024. 43 funds tracked by Wall St. Rank hold VPV as of Q1 2025.

  • Marex Group reported no remaining Invesco Pennsylvania Value Municipal Income Trust position as of Q1 2025 after selling out during the quarter.
  • Marex Group sold 24,523 Invesco Pennsylvania Value Municipal Income Trust shares in Q1 2025, an estimated $252K.
  • Marex Group first reported a position in Invesco Pennsylvania Value Municipal Income Trust in Q4 2024 and held it in 1 quarter.
  • Marex Group's Invesco Pennsylvania Value Municipal Income Trust position peaked at $252K in Q4 2024.
  • 43 funds tracked by Wall St. Rank held Invesco Pennsylvania Value Municipal Income Trust as of Q1 2025.

Based on Marex Group's 13F filing for Q1 2025, filed 2 Apr 2026.