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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
$12.4M +$731K +74,057 +6%
GC
2
Guggenheim Capital
Illinois
$8.04M +$1.13M +114,331 +17%
UBS Group
3
UBS Group
Switzerland
$5.49M +$1.23M +124,702 +30%
LSC
4
Logan Stone Capital
Illinois
$4.62M -$92.7K -9,399 -2%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.78M +$139K +14,059 +4%
Wells Fargo
6
Wells Fargo
California
$2.94M +$169K +17,160 +6%
Bank of America
7
Bank of America
North Carolina
$2.55M -$89.2K -9,045 -3%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$2.3M +$606K +61,455 +37%
AA
9
AQR Arbitrage
Connecticut
$1.64M +$220K +22,319 +16%
AAM
10
Advisors Asset Management
Colorado
$1.58M +$482K +48,842 +46%
SCM
11
Saba Capital Management
New York
$1.4M – – –
SCA
12
Snowden Capital Advisors
New York
$1.21M +$118K +11,962 +11%
AWS
13
Atria Wealth Solutions
New York
$1.05M -$54.2K -5,495 -5%
WP
14
Woodline Partners
California
$1.02M -$610K -61,805 -38%
EW
15
Evoke Wealth
California
$1.01M -$17.1K -1,735 -2%
PWSG
16
Pacific Wealth Strategies Group
California
$892K -$2.96K -300 -0.3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$825K -$75.2K -7,622 -9%
Mariner
18
Mariner
Kansas
$514K -$273K -27,625 -35%
VCM
19
Vivaldi Capital Management
Illinois
$474K +$136K +13,821 +42%
WWM
20
Western Wealth Management
Colorado
$444K +$88.5K +8,970 +26%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$439K -$386K -39,146 -48%
CWP
22
Core Wealth Partners
California
$416K +$288K +29,230 +251%
DADC
23
D.A. Davidson & Co
Montana
$390K -$46.6K -4,720 -11%
Ameriprise
24
Ameriprise
Minnesota
$332K +$38.1K +3,865 +13%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$324K +$4.75K +481 +2%
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