SW
VCV icon

SteelPeak Wealth’s Invesco California Value Municipal Income Trust VCV Stock Holding History

SteelPeak Wealth’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 		$170K Hold
15,800
– – ﹤0.01% 611
2026
Q1 		$165K Hold
15,800
– – 0.01% 543
2025
Q4 		$176K Buy
+15,800
New +$172K 0.01% 502
2024
Q4 		– Sell
-13,200
Closed -$144K – 637
2024
Q3 		$144K Buy
+13,200
New +$142K 0.01% 467

Other funds holding VCV

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return