Affinity Wealth Management LLC

SEC CIK: 0000810672
Latest filing: Jul 22, 2026

SEC filings (opens in a new tab)

VPV holding history

Invesco Pennsylvania Value Municipal Income Trust in every 13F filed by Affinity Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VPV overview All 13F holders of VPV Full Q2 2026 holdings

Shares (Q4 2023): 0; Sold out in Q4 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2023

Holdings of VPV by Affinity Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2023	0	$0	0.0%	−17,322−100.0%	Sold out	Holders
Q3 2023	17,322	$155.0K	<0.1%	−4,330−20.0%	Reduced	Holders
Q2 2023	21,652	$213.5K	<0.1%	+21,652	New	Holders