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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
$14.9M +$1.21M +88,165 +9%
GC
2
Guggenheim Capital
Illinois
$8.57M +$150K +10,919 +2%
UBS Group
3
UBS Group
Switzerland
$8.12M -$429K -31,323 -5%
Bank of America
4
Bank of America
North Carolina
$3.86M +$92.5K +6,756 +2%
Wells Fargo
5
Wells Fargo
California
$3.34M +$30.4K +2,217 +0.9%
AAM
6
Advisors Asset Management
Colorado
$2.61M -$233K -17,028 -8%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$1.8M +$4.89K +357 +0.3%
JWA
8
JFS Wealth Advisors
Pennsylvania
$1.76M +$291K +21,246 +20%
DADC
9
D.A. Davidson & Co
Montana
$1.72M +$246K +17,980 +17%
EW
10
Evoke Wealth
California
$1.68M +$2.07K +151 +0.1%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.62M +$382K +27,924 +32%
HCM
12
Hollencrest Capital Management
California
$1.18M +$342 +25 +0%
PWSG
13
Pacific Wealth Strategies Group
California
$1.04M – – –
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$966K +$4.55K +332 +0.5%
KW
15
KWB Wealth
California
$940K +$904 +66 +0.1%
Mariner
16
Mariner
Kansas
$620K – – –
RCM
17
RB Capital Management
Nevada
$580K +$4.26K +311 +0.8%
FFA
18
First Foundation Advisors
California
$557K -$594K -43,353 -52%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$504K -$6.31K -461 -1%
RJA
20
Raymond James & Associates
Florida
$420K – – –
LWAC
21
Laurel Wealth Advisors (California)
California
$417K +$195K +14,211 +90%
Invesco
22
Invesco
Georgia
$301K -$407K -29,736 -58%
MCP
23
Mirador Capital Partners
California
$293K +$95.2K +6,956 +49%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$256K -$27K -1,975 -10%
Millennium Management
25
Millennium Management
New York
$238K +$234K +17,089 New
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