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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
$11.6M +$218K +19,085 +2%
GC
2
Guggenheim Capital
Illinois
$5.57M +$703K +61,639 +15%
UBS Group
3
UBS Group
Switzerland
$4.79M +$406K +35,577 +9%
RCM
4
Robinson Capital Management
Michigan
$4.3M +$3.27M +286,267 +351%
Bank of America
5
Bank of America
North Carolina
$3.85M -$1.4M -122,345 -27%
FFA
6
First Foundation Advisors
California
$2.47M +$23.9K +2,095 +1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.42M +$1.85M +162,382 +359%
Wells Fargo
8
Wells Fargo
California
$2.15M +$368K +32,258 +21%
Invesco
9
Invesco
Georgia
$1.79M -$356K -31,152 -17%
AA
10
AQR Arbitrage
Connecticut
$1.75M +$707K +61,944 +70%
CRC
11
Curi RMB Capital
Illinois
$1.72M +$1.13M +99,042 +204%
JWA
12
JFS Wealth Advisors
Pennsylvania
$1.31M +$115K +10,096 +10%
MIG
13
Mariner Investment Group
New York
$1.15M – – –
HCM
14
Hollencrest Capital Management
California
$992K -$46.4K -4,065 -5%
KIM
15
Karpus Investment Management
New York
$921K +$152K +13,334 +20%
Osaic Holdings
16
Osaic Holdings
Arizona
$889K -$387K -33,952 -31%
C
17
Certuity
Florida
$850K – – –
WAM
18
Wolverine Asset Management
Illinois
$821K +$541K +47,404 +207%
AAM
19
Advisors Asset Management
Colorado
$821K +$137K +11,966 +21%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$719K -$107K -9,339 -13%
MC
21
Matisse Capital
Oregon
$674K +$659K +57,743 New
ACA
22
Ackerman Capital Advisors
Texas
$656K +$322K +28,180 +101%
PWSG
23
Pacific Wealth Strategies Group
California
$592K – – –
WS
24
Wedbush Securities
California
$568K -$26.8K -2,345 -5%
LCM
25
Landscape Capital Management
New Jersey
$522K +$135K +11,840 +36%
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