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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
$11.5M +$415K +40,514 +3%
GC
2
Guggenheim Capital
Illinois
$5.25M +$441K +43,019 +8%
UBS Group
3
UBS Group
Switzerland
$3.71M -$178K -17,321 -4%
Bank of America
4
Bank of America
North Carolina
$3.19M -$1.65M -161,442 -31%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.38M +$78.4K +7,651 +3%
Wells Fargo
6
Wells Fargo
California
$1.8M -$348K -33,967 -15%
EW
7
Evoke Wealth
California
$1.03M +$1K +98 +0.1%
AAM
8
Advisors Asset Management
Colorado
$996K -$23.3K -2,277 -2%
HWAM
9
Hennion & Walsh Asset Management
New Jersey
$980K -$222K -21,674 -17%
AWS
10
Atria Wealth Solutions
New York
$900K +$1.03M +100,157 New
LSC
11
Logan Stone Capital
Illinois
$842K +$960K +93,652 New
RJA
12
Raymond James & Associates
Florida
$810K +$5.41K +528 +0.6%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$735K +$331K +32,317 +66%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$715K +$43.5K +4,244 +6%
AA
15
AQR Arbitrage
Connecticut
$678K +$299K +29,125 +63%
WWM
16
Western Wealth Management
Colorado
$609K -$46.1K -4,500 -6%
SCA
17
Snowden Capital Advisors
New York
$604K +$1.06K +103 +0.2%
LCM
18
Landscape Capital Management
New Jersey
$499K +$363K +35,396 +176%
WAM
19
Wolverine Asset Management
Illinois
$412K +$423K +41,257 +902%
OFG
20
OTA Financial Group
New York
$388K +$443K +43,245 New
DADC
21
D.A. Davidson & Co
Montana
$387K +$18.8K +1,838 +4%
FFA
22
First Foundation Advisors
California
$373K – – –
RCM
23
RB Capital Management
Nevada
$372K -$15.5K -1,511 -4%
CNWM
24
Clay Northam Wealth Management
California
$314K – – –
ACA
25
Ackerman Capital Advisors
Texas
$277K +$316K +30,866 New
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