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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
$13.3M +$108K +8,068 +0.8%
UBS Group
2
UBS Group
Switzerland
$8.8M -$488K -36,551 -5%
GC
3
Guggenheim Capital
Illinois
$7.72M +$416K +31,122 +6%
GKWIM
4
Gerber Kawasaki Wealth & Investment Management
California
$5.93M +$2.82M +210,856 New
Bank of America
5
Bank of America
North Carolina
$3.33M -$52.9K -3,960 -2%
Wells Fargo
6
Wells Fargo
California
$3.19M +$162K +12,161 +6%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$2.98M -$551K -41,246 -16%
AAM
8
Advisors Asset Management
Colorado
$2.44M +$437K +32,688 +23%
FFA
9
First Foundation Advisors
California
$2.27M +$102K +7,649 +5%
EW
10
Evoke Wealth
California
$1.5M +$335K +25,059 +30%
JWA
11
JFS Wealth Advisors
Pennsylvania
$1.39M -$106K -7,900 -7%
DADC
12
D.A. Davidson & Co
Montana
$1.26M +$158K +11,840 +15%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.24M +$109K +8,125 +10%
HCM
14
Hollencrest Capital Management
California
$1.18M +$347 +26 +0%
PWSG
15
Pacific Wealth Strategies Group
California
$1.06M – – –
C
16
Certuity
Florida
$1.01M – – –
Invesco
17
Invesco
Georgia
$963K -$451K -33,747 -33%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$955K +$14.3K +1,069 +2%
KW
19
KWB Wealth
California
$862K – – –
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$683K -$38.7K -2,900 -6%
Mariner
21
Mariner
Kansas
$620K -$485K -36,296 -45%
RCM
22
RB Capital Management
Nevada
$557K -$37.4K -2,798 -7%
RJA
23
Raymond James & Associates
Florida
$429K +$5.61K +420 +1%
LWAC
24
Laurel Wealth Advisors (California)
California
$426K +$1.72K +129 +0.4%
CFG
25
Cooper Financial Group
California
$298K +$42.4K +3,173 +17%
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