Invesco California Value Municipal Income Trust

VCV

Exchange: NYSE
SEC CIK: 0000895531

SEC filings (opens in a new tab)

No open-market purchases or sales by Invesco California Value Municipal Income Trust insiders were filed in the last 90 days; 54 institutions reported holding it in 13F filings for Q2 2026, worth $93.0M in total; no superinvestor holds it.

Q3 2022 vs. Q2 2022

How the institutions holding Invesco California Value Municipal Income Trust changed between Q2 2022 and Q3 2022.

All holders in Q3 2022 All holders in Q2 2022

13F holders of VCV: Q2 2022 compared with Q3 2022
Measure	Q2 2022	Q3 2022	Change
Holders	47	54	+7
Shares	4.80M	4.85M	+55.2K (+1.2%)
Value	$50.7M	$43.6M	−$7.07M (−13.9%)

New holders (12)

Institutions that held Invesco California Value Municipal Income Trust at the end of Q3 2022 but not at the end of Q2 2022.

Institutions new to VCV in Q3 2022
Institution	Shares	Value	% of portfolio
Atria Wealth Solutions, Inc.	100,157	$900.4K	0.02%
Logan Stone Capital, LLC	93,652	$842.0K	0.55%
OTA Financial Group L.P.	43,245	$388.0K	0.33%
Ackerman Capital Advisors, LLC	30,866	$277.0K	0.08%
Karpus Management, Inc.	28,123	$253.0K	0.01%
Walleye Capital LLC	20,225	$182.0K	0.00%
Envestnet Asset Management Inc	17,189	$155.0K	0.00%
Everett Harris & Co	16,059	$144.0K	0.00%
Mariner, LLC	13,639	$123.0K	0.00%
Stifel Financial Corp	10,310	$93.0K	0.00%
Jane Street Group, LLC	10,171	$91.0K	0.00%
Mine & Arao Wealth Creation & Management, LLC.	8,450	$76.0K	0.06%

Sold out (5)

Institutions that held Invesco California Value Municipal Income Trust at the end of Q2 2022 and filed for Q3 2022 without it.

Institutions that sold out of VCV in Q3 2022
Institution	Shares, Q2 2022	Value, Q2 2022
JFS Wealth Advisors, LLC	157,701	$1.67M
Pacific Wealth Strategies Group, Inc.	29,786	$315.0K
Strategic Wealth Advisors Group, LLC	24,657	$261.0K
TriaGen Wealth Management LLC	11,148	$118.0K
Northwestern Mutual Wealth Management Co	1,315	$14.0K