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Mirador Capital Partners’s Invesco California Value Municipal Income Trust VCV Stock Holding History

Mirador Capital Partners’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 		$316K Buy
29,280
+17,500
+149% +$186K 0.04% 185
2026
Q1 		$123K Hold
11,780
– – 0.02% 202
2025
Q4 		$131K Hold
11,780
– – 0.02% 202
2025
Q3 		$125K Buy
11,780
+1
+0% +$10 0.02% 212
2025
Q2 		$122K Hold
11,779
– – 0.02% 196
2025
Q1 		$125K Hold
11,779
– – 0.02% 192
2024
Q4 		$129K Hold
11,779
– – 0.02% 193
2024
Q3 		$128K Hold
11,779
– – 0.02% 190
2024
Q2 		$123K Hold
11,779
– – 0.02% 182
2024
Q1 		$117K Hold
11,779
– – 0.02% 190
2023
Q4 		$115K Buy
11,779
+6
+0.1% +$54 0.02% 181
2023
Q3 		$99.2K Hold
11,773
– – 0.02% 180
2023
Q2 		$113K Sell
11,773
-9,573
-45% -$92.8K 0.03% 183
2023
Q1 		$217K Hold
21,346
– – 0.05% 177
2022
Q4 		$202K Buy
21,346
+1
+0% +$9 0.05% 182
2022
Q3 		$192K Sell
21,345
-1
-0% -$10 0.05% 184
2022
Q2 		$225K Buy
21,346
+80
+0.4% +$836 0.05% 172
2022
Q1 		$236K Buy
21,266
+209
+1% +$2.5K 0.05% 186
2021
Q4 		$293K Buy
21,057
+6,956
+49% +$95.2K 0.06% 187
2021
Q3 		$195K Buy
14,101
+120
+0.9% +$1.69K 0.04% 197
2021
Q2 		$194K Sell
13,981
-78
-0.6% -$1.04K 0.04% 195
2021
Q1 		$180K Sell
14,059
-2,531
-15% -$32.8K 0.05% 181
2020
Q4 		$219K Buy
16,590
+160
+1% +$2.02K 0.06% 165
2020
Q3 		$205K Sell
16,430
-1,287
-7% -$15.9K 0.06% 163
2020
Q2 		$207K Buy
17,717
+1,346
+8% +$15.4K 0.08% 148
2020
Q1 		$186K Buy
16,371
+24
+0.1% +$301 0.08% 134
2019
Q4 		$210K Buy
16,347
+5,015
+44% +$62.9K 0.08% 166
2019
Q3 		$145K Buy
11,332
+16
+0.1% +$209 0.06% 164
2019
Q2 		$146K Buy
+11,316
New +$141K 0.07% 161

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

Mirador Capital Partners's VCV Position: Q2 2026 in Review

Mirador Capital Partners increased its Invesco California Value Municipal Income Trust (VCV) stake by 149% in Q2 2026, buying an estimated $186K and bringing the position to 29,280 shares worth $316K. The position accounts for 0.04% of the portfolio, ranked #185.

Mirador Capital Partners first reported a position in VCV in Q2 2019 and has held it in 29 quarters since. 55 funds tracked by Wall St. Rank hold VCV as of Q2 2026.

  • Mirador Capital Partners held 29,280 shares of Invesco California Value Municipal Income Trust worth $316K as of Q2 2026.
  • Mirador Capital Partners bought 17,500 Invesco California Value Municipal Income Trust shares in Q2 2026, an estimated $186K.
  • Invesco California Value Municipal Income Trust made up 0.04% of Mirador Capital Partners's portfolio in Q2 2026, its #185 holding.
  • Mirador Capital Partners first reported a position in Invesco California Value Municipal Income Trust in Q2 2019 and has held it in 29 quarters since.
  • 55 funds tracked by Wall St. Rank held Invesco California Value Municipal Income Trust as of Q2 2026.

Based on Mirador Capital Partners's 13F filing for Q2 2026, filed 7 Jul 2026.