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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
$19.7M +$577K +53,523 +3%
SCM
2
Saba Capital Management
New York
$18.1M -$4.78M -443,126 -21%
GC
3
Guggenheim Capital
Illinois
$12M +$318K +29,504 +3%
AAM
4
Advisors Asset Management
Colorado
$6.34M +$370K +34,370 +6%
Wells Fargo
5
Wells Fargo
California
$4.82M -$75.2K -6,981 -2%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$4.04M -$145K -13,475 -4%
UBS Group
7
UBS Group
Switzerland
$2.9M +$138K +12,802 +5%
AA
8
AQR Arbitrage
Connecticut
$2.33M -$1.11M -102,643 -32%
Bank of America
9
Bank of America
North Carolina
$1.87M -$786K -72,933 -30%
AWS
10
Atria Wealth Solutions
New York
$1.66M +$64.8K +6,015 +4%
RCM
11
Robinson Capital Management
Michigan
$1.48M -$1.51M -140,323 -51%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.42M +$65.8K +6,101 +5%
LPL Financial
13
LPL Financial
California
$1.3M -$17.2K -1,593 -1%
PWSG
14
Pacific Wealth Strategies Group
California
$858K -$5.08K -471 -0.6%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$748K -$8.15K -756 -1%
EW
16
Evoke Wealth
California
$627K +$136K +12,605 +28%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$573K +$219K +20,315 +63%
SA
18
Sanctuary Advisors
Indiana
$507K +$129K +11,938 +32%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$453K +$20.1K +1,866 +5%
CWP
20
Core Wealth Partners
California
$445K – – –
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$418K +$19.9K +1,850 +5%
Ameriprise
22
Ameriprise
Minnesota
$417K +$73.2K +6,792 +22%
DADC
23
D.A. Davidson & Co
Montana
$415K -$44.7K -4,150 -10%
RJA
24
Raymond James & Associates
Florida
$398K -$22.3K -2,068 -5%
VCM
25
Vivaldi Capital Management
Illinois
$383K -$83.7K -7,764 -18%
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