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 Q3	$163K	Buy	18,114 +2,314	+15%	+$23.9K	﹤0.01%	661
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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 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

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

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

Clay Northam Wealth Management Huntington Beach, California $214M AUM 32.73% 1-Year Est. Return

Vanguard Capital Wealth Advisors Denver, Colorado $145M AUM 65.64% 1-Year Est. Return

TCFG Investment Advisors Laguna Niguel, California $293M AUM

Kercheville Advisors San Antonio, Texas $361M AUM 57.53% 1-Year Est. Return

Tiller Private Wealth Bethlehem, Pennsylvania $320M AUM 14.86% 1-Year Est. Return

SteelPeak Wealth's VCV Position: Q3 2026 in Review

SteelPeak Wealth increased its Invesco California Value Municipal Income Trust (VCV) stake by 15% in Q3 2026, buying an estimated $23.9K and bringing the position to 18,114 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

SteelPeak Wealth first reported a position in VCV in Q3 2024 and has held it in 5 quarters since. The position peaked at $176K in Q4 2025. 17 funds tracked by Wall St. Rank hold VCV as of Q3 2026.

SteelPeak Wealth held 18,114 shares of Invesco California Value Municipal Income Trust worth $163K as of Q3 2026.
SteelPeak Wealth bought 2,314 Invesco California Value Municipal Income Trust shares in Q3 2026, an estimated $23.9K.
Invesco California Value Municipal Income Trust made up ﹤0.01% of SteelPeak Wealth's portfolio in Q3 2026, its #661 holding.
SteelPeak Wealth first reported a position in Invesco California Value Municipal Income Trust in Q3 2024 and has held it in 5 quarters since.
SteelPeak Wealth's Invesco California Value Municipal Income Trust position peaked at $176K in Q4 2025.
17 funds tracked by Wall St. Rank held Invesco California Value Municipal Income Trust as of Q3 2026.

Based on SteelPeak Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.