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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
$11.9M -$505K -40,900 -4%
UBS Group
2
UBS Group
Switzerland
$6.6M +$1.45M +117,737 +29%
GC
3
Guggenheim Capital
Illinois
$6.58M +$623K +50,487 +11%
Bank of America
4
Bank of America
North Carolina
$3.22M -$886K -71,781 -22%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.7M +$107K +8,693 +4%
Wells Fargo
6
Wells Fargo
California
$2.62M +$310K +25,123 +14%
FFA
7
First Foundation Advisors
California
$2.47M -$174K -14,081 -7%
Invesco
8
Invesco
Georgia
$1.64M -$274K -22,236 -15%
JWA
9
JFS Wealth Advisors
Pennsylvania
$1.55M +$151K +12,254 +11%
AA
10
AQR Arbitrage
Connecticut
$1.43M -$436K -35,294 -24%
AAM
11
Advisors Asset Management
Colorado
$1.32M +$442K +35,778 +51%
MIG
12
Mariner Investment Group
New York
$1.23M – – –
EW
13
Evoke Wealth
California
$1.07M +$628K +50,859 +145%
HCM
14
Hollencrest Capital Management
California
$1.06M +$321 +26 +0%
Osaic Holdings
15
Osaic Holdings
Arizona
$946K -$2.83K -229 -0.3%
C
16
Certuity
Florida
$909K – – –
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$706K -$62.4K -5,056 -8%
WS
18
Wedbush Securities
California
$600K -$7.36K -596 -1%
PWSG
19
Pacific Wealth Strategies Group
California
$580K -$51.8K -4,200 -8%
RCM
20
RB Capital Management
Nevada
$530K +$16.9K +1,371 +3%
DADC
21
D.A. Davidson & Co
Montana
$515K – – –
CRC
22
Curi RMB Capital
Illinois
$484K -$1.34M -108,780 -74%
COLIM
23
City of London Investment Management
United Kingdom
$401K -$61.7K -5,000 -13%
RJA
24
Raymond James & Associates
Florida
$380K +$49.4K +4,000 +15%
LWAC
25
Laurel Wealth Advisors (California)
California
$377K +$1.55K +126 +0.4%
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