We are live on ! Find out more
VCV icon

Invesco California Value Municipal Income Trust
VCV

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12.2M +$420K +35,014 +3%
GC
2
Guggenheim Capital
Illinois
$6.51M -$341K -28,408 -5%
UBS Group
3
UBS Group
Switzerland
$5.3M -$1.26M -105,331 -18%
Bank of America
4
Bank of America
North Carolina
$3.02M -$64.6K -5,385 -2%
Wells Fargo
5
Wells Fargo
California
$2.43M -$249K -20,798 -9%
AAM
6
Advisors Asset Management
Colorado
$1.92M -$172K -14,312 -8%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$1.89M +$494K +41,224 +32%
JWA
8
JFS Wealth Advisors
Pennsylvania
$1.5M +$102K +8,471 +7%
RCM
9
Robinson Capital Management
Michigan
$1.46M +$1.58M +131,585 New
EW
10
Evoke Wealth
California
$1.39M +$47.8K +3,986 +3%
DADC
11
D.A. Davidson & Co
Montana
$1.37M – – –
Osaic Holdings
12
Osaic Holdings
Arizona
$1.29M +$4.29K +358 +0.3%
WAM
13
Wolverine Asset Management
Illinois
$946K +$1.02M +85,402 New
HCM
14
Hollencrest Capital Management
California
$943K +$336 +28 +0%
KW
15
KWB Wealth
California
$940K – – –
RJA
16
Raymond James & Associates
Florida
$830K +$536K +44,727 +148%
PWSG
17
Pacific Wealth Strategies Group
California
$826K – – –
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$798K +$30.7K +2,561 +4%
SCA
19
Snowden Capital Advisors
New York
$731K +$791K +66,000 New
WWM
20
Western Wealth Management
Colorado
$699K +$756K +63,065 New
LSC
21
Logan Stone Capital
Illinois
$658K +$712K +59,369 New
RCM
22
Rivernorth Capital Management
Florida
$582K +$630K +52,519 New
LCM
23
Landscape Capital Management
New Jersey
$527K +$571K +47,602 New
Mariner
24
Mariner
Kansas
$494K – – –
RCM
25
RB Capital Management
Nevada
$472K +$10K +835 +2%
1
2 3