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.
Holders of 5% or more of VCV
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Invesco California Value Municipal Income Trust, largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Bank of America Corp | 13D/A | 100.00%1.77K shares | – | Sep 9, 20251 filing | Sep 9, 2025 | SEC |
| Morgan Stanley | 13G | 5.50%2.62M shares | New | Feb 11, 20261 filing | Feb 11, 2026 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
2 Schedule 13D and 13G filings on Invesco California Value Municipal Income Trust, newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Feb 11, 202612:55 PM ET | Morgan Stanleyand 1 other | 13G | 5.50%2.62M shares | New | Dec 31, 2025 | SEC |
| Sep 9, 20255:46 PM ET | Bank of America Corpand 1 other | 13D/A | 100.00%1.77K shares | – | Sep 5, 2025 | SEC |
Form 144: proposed insider sales
Notices from officers, directors and other affiliates planning to sell Invesco California Value Municipal Income Trust shares.
No Form 144 notices for Invesco California Value Municipal Income Trust are on file.