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

Tiller Private 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 		$128K Buy
+11,894
New +$126K 0.04% 69

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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
CWP
Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
VCWA
Vanguard Capital Wealth Advisors Denver, Colorado $148M AUM 91.21% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return

Tiller Private Wealth's VCV Position: Q2 2026 in Review

Tiller Private Wealth opened a new position in Invesco California Value Municipal Income Trust (VCV) in Q2 2026: 11,894 shares worth $128K. The stake represents 0.04% of the portfolio and ranks #69 among its holdings.

15 funds tracked by Wall St. Rank hold VCV as of Q2 2026.

  • Tiller Private Wealth held 11,894 shares of Invesco California Value Municipal Income Trust worth $128K as of Q2 2026.
  • Invesco California Value Municipal Income Trust was a new Tiller Private Wealth position in Q2 2026.
  • Invesco California Value Municipal Income Trust made up 0.04% of Tiller Private Wealth's portfolio in Q2 2026, its #69 holding.
  • 15 funds tracked by Wall St. Rank held Invesco California Value Municipal Income Trust as of Q2 2026.

Based on Tiller Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.