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Livermore
Livermore
ZHEN

Evoke Wealth, LLC

SEC CIK
0001793432
Latest filing
Aug 10, 2026

VCV holding history

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

VCV overviewAll 13F holders of VCVFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of VCV by Evoke Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−58,162−100.0%Sold outHolders
Q1 202658,162$607.2K<0.1%−1,958−3.3%ReducedHolders
Q4 202560,120$669.1K<0.1%+6,615+12.4%AddedHolders
Q3 202553,505$566.6K<0.1%−5,600−9.5%ReducedHolders
Q2 202559,105$612.9K<0.1%+1,500+2.6%AddedHolders
Q1 202557,605$611.2K<0.1%00.0%UnchangedHolders
Q4 202457,605$630.2K<0.1%00.0%UnchangedHolders
Q3 202457,605$627.3K<0.1%+12,605+28.0%AddedHolders
Q2 202445,000$468.9K0.7%−13,605−23.2%ReducedHolders
Q1 202458,605$583.7K<0.1%+58,605NewHolders
Q4 20230$00.0%−108,105−100.0%Sold outHolders
Q3 2023108,105$911.3K<0.1%00.0%UnchangedHolders
Q2 2023108,105$1.04M<0.1%+8,900+9.0%AddedHolders
Q1 202399,205$1.01M<0.1%−1,735−1.7%ReducedHolders
Q4 2022100,940$956.9K<0.1%−13,425−11.7%ReducedHolders
Q3 2022114,365$1.03M<0.1%+98+0.1%AddedHolders
Q2 2022114,267$1.21M<0.1%−10,757−8.6%ReducedHolders
Q1 2022125,024$1.39M<0.1%+3,986+3.3%AddedHolders
Q4 2021121,038$1.68M0.1%+151+0.1%AddedHolders
Q3 2021120,887$1.67M0.1%+12,808+11.9%AddedHolders
Q2 2021108,079$1.50M0.1%+25,059+30.2%AddedHolders
Q1 202183,020$1.06M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.