Plancorp LLC’s Invesco California Value Municipal Income Trust VCV Stock Holding History

Plancorp LLC’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 Q3	$98.7K	Buy	+10,664	New	+$110K	﹤0.01%	452

Other funds holding VCV

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Argyle Capital Partners Los Angeles, California $162M AUM 17.29% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $848M AUM 19.63% 1-Year Est. Return

Pacific Wealth Strategies Group Santa Barbara, California $185M AUM 15.03% 1-Year Est. Return

Core Wealth Partners Santa Rosa, California $245M AUM 19.44% 1-Year Est. Return

ProCore Advisors Newport Beach, California $82.2M AUM 34.17% 1-Year Est. Return

Plancorp LLC's VCV Position: Q3 2026 in Review

Plancorp LLC opened a new position in Invesco California Value Municipal Income Trust (VCV) in Q3 2026: 10,664 shares worth $98.7K. The stake represents ﹤0.01% of the portfolio and ranks #452 among its holdings.

27 funds tracked by Wall St. Rank hold VCV as of Q3 2026.

Plancorp LLC held 10,664 shares of Invesco California Value Municipal Income Trust worth $98.7K as of Q3 2026.
Invesco California Value Municipal Income Trust was a new Plancorp LLC position in Q3 2026.
Invesco California Value Municipal Income Trust made up ﹤0.01% of Plancorp LLC's portfolio in Q3 2026, its #452 holding.
27 funds tracked by Wall St. Rank held Invesco California Value Municipal Income Trust as of Q3 2026.

Based on Plancorp LLC's 13F filing for Q3 2026, filed 3 Nov 2026.