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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
$13.1M +$1.42M +135,569 +12%
GC
2
Guggenheim Capital
Illinois
$5.72M -$481K -46,017 -8%
Bank of America
3
Bank of America
North Carolina
$5.45M +$2.54M +243,478 +89%
UBS Group
4
UBS Group
Switzerland
$4.54M -$509K -48,769 -10%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.71M +$1.46M +140,073 +120%
Wells Fargo
6
Wells Fargo
California
$2.47M +$152K +14,582 +7%
JWA
7
JFS Wealth Advisors
Pennsylvania
$1.67M +$235K +22,500 +17%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$1.38M -$417K -39,903 -23%
EW
9
Evoke Wealth
California
$1.21M -$112K -10,757 -9%
AAM
10
Advisors Asset Management
Colorado
$1.19M -$629K -60,242 -35%
RJA
11
Raymond James & Associates
Florida
$946K +$153K +14,658 +20%
HCM
12
Hollencrest Capital Management
California
$899K +$334 +32 +0%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$796K +$34.9K +3,346 +5%
WWM
14
Western Wealth Management
Colorado
$795K +$114K +10,919 +17%
SCA
15
Snowden Capital Advisors
New York
$709K +$11.9K +1,141 +2%
KW
16
KWB Wealth
California
$569K -$143K -13,709 -20%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$521K +$136K +13,004 +36%
AA
18
AQR Arbitrage
Connecticut
$489K +$222K +21,228 +85%
RCM
19
RB Capital Management
Nevada
$453K +$3.95K +378 +0.9%
FFA
20
First Foundation Advisors
California
$438K +$50.3K +4,812 +13%
DADC
21
D.A. Davidson & Co
Montana
$436K -$860K -82,368 -67%
CNWM
22
Clay Northam Wealth Management
California
$369K +$365K +34,914 New
PWSG
23
Pacific Wealth Strategies Group
California
$315K -$468K -44,762 -60%
LPL Financial
24
LPL Financial
California
$279K +$22K +2,108 +9%
MIAN
25
Mariner Independent Advisor Network
Kansas
$261K +$258K +24,657 New
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