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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
$13.3M +$1.63M +168,338 +14%
GC
2
Guggenheim Capital
Illinois
$8.43M +$861K +88,852 +11%
UBS Group
3
UBS Group
Switzerland
$5.03M -$143K -14,761 -3%
Osaic Holdings
4
Osaic Holdings
Arizona
$4.33M +$776K +80,072 +22%
LSC
5
Logan Stone Capital
Illinois
$3.64M -$716K -73,918 -16%
BPCM
6
Beach Point Capital Management
California
$3.1M +$3.14M +323,732 New
Wells Fargo
7
Wells Fargo
California
$2.76M -$14.4K -1,481 -0.5%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$2.75M +$592K +61,104 +27%
Bank of America
9
Bank of America
North Carolina
$2.46M +$58.8K +6,064 +2%
AA
10
AQR Arbitrage
Connecticut
$2.08M +$533K +54,972 +34%
SCM
11
Saba Capital Management
New York
$1.51M +$199K +20,489 +15%
AAM
12
Advisors Asset Management
Colorado
$1.48M -$9.31K -961 -0.6%
WP
13
Woodline Partners
California
$1.32M +$358K +36,884 +37%
SCA
14
Snowden Capital Advisors
New York
$1.15M +$8.65K +892 +0.8%
EW
15
Evoke Wealth
California
$1.04M +$86.3K +8,900 +9%
AWS
16
Atria Wealth Solutions
New York
$979K -$13.4K -1,387 -1%
PWSG
17
Pacific Wealth Strategies Group
California
$827K -$12.8K -1,320 -2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$809K +$31.6K +3,263 +4%
Mariner
19
Mariner
Kansas
$531K +$47.8K +4,933 +10%
Walleye Capital
20
Walleye Capital
New York
$444K +$449K +46,325 New
VCM
21
Vivaldi Capital Management
Illinois
$442K -$4.86K -501 -1%
WWM
22
Western Wealth Management
Colorado
$420K +$1.36K +140 +0.3%
DADC
23
D.A. Davidson & Co
Montana
$412K +$44.2K +4,565 +12%
CWP
24
Core Wealth Partners
California
$391K – – –
Baird Financial Group
25
Baird Financial Group
Wisconsin
$376K +$71.6K +7,384 +23%
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