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Invesco California Value Municipal Income Trust
VCV

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$10.6M +$1.07M +85,119 +11%
Bank of America
2
Bank of America
North Carolina
$6.55M -$701K -55,919 -10%
GC
3
Guggenheim Capital
Illinois
$5.61M -$171K -13,605 -3%
UBS Group
4
UBS Group
Switzerland
$4.14M +$91.6K +7,302 +2%
Wells Fargo
5
Wells Fargo
California
$2.84M -$183K -14,610 -6%
JWA
6
JFS Wealth Advisors
Pennsylvania
$2.69M +$157K +12,500 +6%
FFA
7
First Foundation Advisors
California
$2.63M +$255K +20,296 +11%
Invesco
8
Invesco
Georgia
$2.5M -$304K -24,225 -11%
C
9
Certuity
Florida
$933K +$913K +72,756 New
WS
10
Wedbush Securities
California
$901K -$299K -23,816 -25%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$850K -$23.3K -1,858 -3%
AG
12
Advisor Group
Arizona
$843K +$188 +15 +0%
AAM
13
Advisors Asset Management
Colorado
$717K -$119K -9,520 -15%
PWSG
14
Pacific Wealth Strategies Group
California
$650K -$191K -15,200 -23%
COLIM
15
City of London Investment Management
United Kingdom
$616K -$606K -48,351 -50%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$612K +$232K +18,476 +63%
LCM
17
Landscape Capital Management
New Jersey
$549K +$537K +42,818 New
RCM
18
RB Capital Management
Nevada
$534K -$29.6K -2,360 -5%
WAM
19
Wolverine Asset Management
Illinois
$517K +$506K +40,347 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$506K +$376 +30 +0.1%
AA
21
Apriem Advisors
California
$447K +$205K +16,354 New
LWAC
22
Laurel Wealth Advisors (California)
California
$383K -$310K -24,713 -45%
CONA
23
Capital One National Association
New York
$331K +$323K +25,789 New
RJA
24
Raymond James & Associates
Florida
$300K -$110K -8,749 -27%
EWM
25
Edge Wealth Management
New York
$270K – – –
1
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