We are live on ! Find out more
VCV icon

Invesco California Value Municipal Income Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Guggenheim Capital
1
Guggenheim Capital
Illinois
$8.36M +$854K +66,102 +12%
Advisors Asset Management
2
Advisors Asset Management
Colorado
$5.88M +$127K +9,791 +2%
Morgan Stanley
3
Morgan Stanley
New York
$5.82M -$2.24M -173,062 -28%
Bank of America
4
Bank of America
North Carolina
$5.09M -$769K -59,467 -13%
UBS Group
5
UBS Group
Switzerland
$4.78M +$108K +8,355 +2%
Invesco
6
Invesco
Georgia
$3.49M -$173K -13,354 -5%
JFS Wealth Advisors
7
JFS Wealth Advisors
Pennsylvania
$2.96M – – –
Wells Fargo
8
Wells Fargo
California
$1.38M -$12.4K -961 -0.9%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$944K +$91K +7,040 +11%
First Foundation Advisors
10
First Foundation Advisors
California
$914K +$56.2K +4,347 +7%
Hollencrest Capital Management
11
Hollencrest Capital Management
California
$733K +$49.2K +3,805 +7%
NPC
12
National Planning Corporation
California
$728K – – –
RCM
13
RB Capital Management
Nevada
$592K +$37.2K +2,879 +7%
Edge Wealth Management
14
Edge Wealth Management
New York
$590K – – –
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$544K -$6.27K -485 -1%
Ladenburg Thalmann Financial Services
16
Ladenburg Thalmann Financial Services
Florida
$529K +$18.2K +1,405 +4%
VCM
17
Vivaldi Capital Management
Illinois
$410K +$404K +31,243 New
LPL Financial
18
LPL Financial
California
$391K +$71.2K +5,512 +23%
SAM
19
Shamrock Asset Management
Texas
$350K – – –
Raymond James Financial Services Advisors
20
Raymond James Financial Services Advisors
Florida
$317K +$127K +9,800 +68%
Whittier Trust
21
Whittier Trust
California
$264K – – –
Stifel Financial
22
Stifel Financial
Missouri
$250K -$31.4K -2,427 -11%
PWSG
23
Pacific Wealth Strategies Group
California
$197K – – –
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$185K -$14.4K -1,114 -7%
Wedbush Securities
25
Wedbush Securities
California
$184K -$12.6K -975 -7%