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SageView Advisory Group’s Invesco California Value Municipal Income Trust VCV Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-1,036
Closed -$11.5K – 2342
2025
Q4 		$11.5K Buy
+1,036
New +$11.3K ﹤0.01% 1661

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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

SageView Advisory Group's VCV Position: Q1 2026 in Review

SageView Advisory Group sold out of Invesco California Value Municipal Income Trust (VCV) in Q1 2026, closing a stake of 1,036 shares — an estimated $11.5K sold.

SageView Advisory Group first reported a position in VCV in Q4 2025 and held it in 1 quarter. The position peaked at $11.5K in Q4 2025. 57 funds tracked by Wall St. Rank hold VCV as of Q1 2026.

  • SageView Advisory Group reported no remaining Invesco California Value Municipal Income Trust position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,036 Invesco California Value Municipal Income Trust shares in Q1 2026, an estimated $11.5K.
  • SageView Advisory Group first reported a position in Invesco California Value Municipal Income Trust in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Invesco California Value Municipal Income Trust position peaked at $11.5K in Q4 2025.
  • 57 funds tracked by Wall St. Rank held Invesco California Value Municipal Income Trust as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.