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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
$11.1M +$1.88M +150,208 +18%
Bank of America
2
Bank of America
North Carolina
$5.12M -$742K -59,241 -12%
GC
3
Guggenheim Capital
Illinois
$4.7M -$283K -22,559 -5%
UBS Group
4
UBS Group
Switzerland
$4.25M +$649K +51,819 +16%
FFA
5
First Foundation Advisors
California
$2.38M +$57.3K +4,572 +2%
Invesco
6
Invesco
Georgia
$2.09M -$131K -10,424 -5%
Wells Fargo
7
Wells Fargo
California
$1.72M -$871K -69,498 -31%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.25M +$1.38M +109,987 New
JWA
9
JFS Wealth Advisors
Pennsylvania
$1.16M -$1.35M -108,000 -51%
MIG
10
Mariner Investment Group
New York
$1.11M +$1.23M +98,173 New
HCM
11
Hollencrest Capital Management
California
$1.01M +$933K +74,423 +511%
AA
12
AQR Arbitrage
Connecticut
$999K +$1.1M +88,131 New
RCM
13
Robinson Capital Management
Michigan
$923K +$1.02M +81,476 New
C
14
Certuity
Florida
$824K – – –
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$803K +$57.1K +4,559 +7%
KIM
16
Karpus Investment Management
New York
$742K +$821K +65,508 New
AAM
17
Advisors Asset Management
Colorado
$661K +$29.6K +2,358 +4%
WS
18
Wedbush Securities
California
$578K -$241K -19,246 -27%
PWSG
19
Pacific Wealth Strategies Group
California
$574K – – –
CRC
20
Curi RMB Capital
Illinois
$549K +$608K +48,490 New
COLIM
21
City of London Investment Management
United Kingdom
$545K – – –
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$512K +$71.7K +5,723 +14%
AA
23
Apriem Advisors
California
$509K +$75.2K +6,000 +37%
RCM
24
RB Capital Management
Nevada
$483K +$38.1K +3,041 +7%
MF
25
Manchester Financial
California
$475K +$525K +41,882 New
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