Invesco California Value Municipal Income Trust
VCV- Exchange
- NYSE
- SEC CIK
- 0000895531
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.
Q2 2025 vs. Q1 2025
How the institutions holding Invesco California Value Municipal Income Trust changed between Q1 2025 and Q2 2025.
All holders in Q2 2025All holders in Q1 2025
| Measure | Q1 2025 | Q2 2025 | Change |
|---|---|---|---|
| Holders | 52 | 46 | −6 |
| Shares | 6.38M | 6.40M | +24.4K (+0.4%) |
| Value | $67.7M | $66.4M | −$1.30M (−1.9%) |
New holders (2)
Institutions that held Invesco California Value Municipal Income Trust at the end of Q2 2025 but not at the end of Q1 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| NWF Advisory Services Inc. | 12,800 | $132.7K | 0.02% |
| Sound Income Strategies, LLC | 4,784 | $49.6K | 0.00% |
Sold out (8)
Institutions that held Invesco California Value Municipal Income Trust at the end of Q1 2025 and filed for Q2 2025 without it.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Atria Wealth Solutions, Inc. | 284,258 | $3.02M |
| GWM Advisors LLC | 27,810 | $295.1K |
| Baird Financial Group, Inc. | 17,630 | $187.1K |
| Napa Wealth Management | 11,734 | $124.5K |
| Myecfo, LLC | 10,700 | $113.5K |
| Citadel Advisors LLC | 10,692 | $113.4K |
| Rothschild Investment LLC | 3,300 | $35.0K |
| Elequin Capital LP | 1,207 | $12.8K |