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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
$15.3M +$1.56M +175,219 +13%
SCM
2
Saba Capital Management
New York
$14.7M +$11.6M +1,297,507 +653%
GC
3
Guggenheim Capital
Illinois
$9.39M +$255K +28,526 +3%
LSC
4
Logan Stone Capital
Illinois
$7.74M +$2.13M +238,722 +43%
Osaic Holdings
5
Osaic Holdings
Arizona
$5.22M +$102K +11,413 +2%
Wells Fargo
6
Wells Fargo
California
$3.93M +$479K +53,610 +15%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$3.68M +$213K +23,859 +7%
AA
8
AQR Arbitrage
Connecticut
$3.58M +$423K +47,412 +15%
AAM
9
Advisors Asset Management
Colorado
$3.5M +$1.55M +173,221 +94%
RCM
10
Robinson Capital Management
Michigan
$3.09M +$2.29M +256,989 +446%
Bank of America
11
Bank of America
North Carolina
$2.69M +$254K +28,457 +12%
UBS Group
12
UBS Group
Switzerland
$2.48M -$1.95M -218,677 -46%
AWS
13
Atria Wealth Solutions
New York
$1.46M +$365K +40,886 +38%
LCM
14
Landscape Capital Management
New Jersey
$1.2M +$826K +92,535 +313%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$817K -$16.8K -1,887 -2%
PWSG
16
Pacific Wealth Strategies Group
California
$612K +$38.2K +4,280 +7%
NWM
17
Napa Wealth Management
California
$525K +$479K +53,615 New
DADC
18
D.A. Davidson & Co
Montana
$481K +$8.48K +950 +2%
WAM
19
Wolverine Asset Management
Illinois
$438K +$265K +29,671 +198%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$427K +$39.8K +4,460 +11%
RJA
21
Raymond James & Associates
Florida
$424K -$1.34K -150 -0.3%
VCM
22
Vivaldi Capital Management
Illinois
$419K -$19.4K -2,178 -5%
CWP
23
Core Wealth Partners
California
$400K – – –
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$394K +$186K +20,805 +107%
WWM
25
Western Wealth Management
Colorado
$369K -$56.1K -6,279 -14%
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