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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
$10.9M -$1.22M -131,194 -10%
GC
2
Guggenheim Capital
Illinois
$6.41M +$851K +91,801 +16%
LSC
3
Logan Stone Capital
Illinois
$4.39M +$3.43M +369,921 +395%
UBS Group
4
UBS Group
Switzerland
$3.94M +$26K +2,803 +0.7%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.39M +$866K +93,371 +35%
Wells Fargo
6
Wells Fargo
California
$2.58M +$672K +72,512 +36%
Bank of America
7
Bank of America
North Carolina
$2.46M -$881K -95,002 -27%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$1.56M +$519K +56,017 +51%
WP
9
Woodline Partners
California
$1.54M +$1.51M +162,508 New
AA
10
AQR Arbitrage
Connecticut
$1.32M +$593K +63,944 +85%
SCM
11
Saba Capital Management
New York
$1.3M +$1.27M +137,290 New
AWS
12
Atria Wealth Solutions
New York
$1.03M +$82.3K +8,875 +9%
SCA
13
Snowden Capital Advisors
New York
$1.01M +$368K +39,701 +59%
AAM
14
Advisors Asset Management
Colorado
$1.01M -$36.7K -3,957 -4%
EW
15
Evoke Wealth
California
$957K -$124K -13,425 -12%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$841K +$85.1K +9,176 +12%
PWSG
17
Pacific Wealth Strategies Group
California
$834K +$816K +87,970 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$780K +$6.2K +669 +0.8%
Mariner
19
Mariner
Kansas
$740K +$597K +64,432 +472%
WAM
20
Weiss Asset Management
Massachusetts
$521K +$510K +54,991 New
DADC
21
D.A. Davidson & Co
Montana
$409K – – –
LCM
22
Landscape Capital Management
New Jersey
$375K -$148K -15,976 -29%
WWM
23
Western Wealth Management
Colorado
$329K -$323K -34,803 -50%
VCM
24
Vivaldi Capital Management
Illinois
$321K +$202K +21,822 +199%
CNWM
25
Clay Northam Wealth Management
California
$304K -$26.4K -2,850 -8%
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