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Sowell Financial Services’s Invesco California Value Municipal Income Trust VCV Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-4,500
Closed -$59K – 2639
2021
Q1 		$59K Buy
+4,500
New +$58.3K ﹤0.01% 1591

Other funds holding VCV

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Sowell Financial Services's VCV Position: Q2 2021 in Review

Sowell Financial Services sold out of Invesco California Value Municipal Income Trust (VCV) in Q2 2021, closing a stake of 4,500 shares — an estimated $59K sold.

Sowell Financial Services first reported a position in VCV in Q1 2021 and held it in 1 quarter. The position peaked at $59K in Q1 2021. 48 funds tracked by Wall St. Rank hold VCV as of Q2 2021.

  • Sowell Financial Services reported no remaining Invesco California Value Municipal Income Trust position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 4,500 Invesco California Value Municipal Income Trust shares in Q2 2021, an estimated $59K.
  • Sowell Financial Services first reported a position in Invesco California Value Municipal Income Trust in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Invesco California Value Municipal Income Trust position peaked at $59K in Q1 2021.
  • 48 funds tracked by Wall St. Rank held Invesco California Value Municipal Income Trust as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.