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.
Q4 2025 vs. Q3 2025
How the institutions holding Invesco California Value Municipal Income Trust changed between Q3 2025 and Q4 2025.
All holders in Q4 2025All holders in Q3 2025
| Measure | Q3 2025 | Q4 2025 | Change |
|---|---|---|---|
| Holders | 47 | 58 | +11 |
| Shares | 6.93M | 8.02M | +1.09M (+15.7%) |
| Value | $73.4M | $89.2M | +$15.8M (+21.6%) |
New holders (12)
Institutions that held Invesco California Value Municipal Income Trust at the end of Q4 2025 but not at the end of Q3 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| ProCore Advisors, LLC | 36,574 | $407.1K | 0.42% |
| Jane Street Group, LLC | 27,113 | $301.8K | 0.00% |
| Wedbush Securities Inc | 18,051 | $201.0K | 0.01% |
| Mission Wealth Management, LP | 16,434 | $182.9K | 0.00% |
| Steel Peak Wealth Management LLC | 15,800 | $175.9K | 0.01% |
| NWF Advisory Services Inc. | 14,950 | $166.4K | 0.02% |
| Citadel Advisors LLC | 13,510 | $150.4K | 0.00% |
| Susquehanna International Group, LLP | 12,540 | $139.6K | 0.00% |
| Eclectic Associates Inc | 12,434 | $138.4K | 0.02% |
| Kestra Advisory Services, LLC | 3,474 | $38.7K | 0.00% |
| International Assets Investment Management, LLC | 2,100 | $23.4K | 0.00% |
| SageView Advisory Group, LLC | 1,036 | $11.5K | 0.00% |
Sold out (1)
Institutions that held Invesco California Value Municipal Income Trust at the end of Q3 2025 and filed for Q4 2025 without it.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| HCR Wealth Advisors | 10,000 | $105.3K |