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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
$24M +$1.06M +102,799 +5%
GC
2
Guggenheim Capital
Illinois
$9.13M +$1.02M +99,171 +13%
AAM
3
Advisors Asset Management
Colorado
$8.53M +$1.18M +114,394 +17%
Wells Fargo
4
Wells Fargo
California
$6.56M +$639K +61,962 +11%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$4.22M +$609K +59,002 +17%
LPL Financial
6
LPL Financial
California
$4.17M +$179K +17,380 +5%
UBS Group
7
UBS Group
Switzerland
$2.77M -$111K -10,807 -4%
Bank of America
8
Bank of America
North Carolina
$2.12M +$267K +25,876 +15%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.28M +$56K +5,428 +5%
Osaic Holdings
10
Osaic Holdings
Arizona
$807K +$378K +36,657 +91%
DADC
11
D.A. Davidson & Co
Montana
$797K +$339K +32,812 +77%
CWS
12
Cypress Wealth Services
California
$720K +$13K +1,259 +2%
PWSG
13
Pacific Wealth Strategies Group
California
$706K – – –
Ameriprise
14
Ameriprise
Minnesota
$658K -$83.8K -8,127 -12%
Raymond James Financial
15
Raymond James Financial
Florida
$576K -$464 -45 -0.1%
SA
16
Sanctuary Advisors
Indiana
$570K -$49.2K -4,769 -8%
EW
17
Evoke Wealth
California
$567K -$57.8K -5,600 -9%
ACP
18
Argyle Capital Partners
California
$438K +$206K +20,000 +94%
CWP
19
Core Wealth Partners
California
$433K – – –
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$410K -$43.7K -4,239 -10%
VCM
21
Vivaldi Capital Management
Illinois
$373K +$279 +27 +0.1%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$310K +$46.5K +4,508 +18%
CNWM
23
Clay Northam Wealth Management
California
$305K -$14K -1,356 -4%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$264K -$63.8K -6,184 -20%
KPWS
25
Kestra Private Wealth Services
Texas
$231K -$2.38K -231 -1%
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