VCV
Invesco California Value Municipal Income Trust• Financial Services
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Gerber Kawasaki Wealth & Investment Management | $48.3M | 2.17M | 1.23% | +3.5% |
Hennion & Walsh Asset Management, Inc. | $8.6M | 766.5K | 0.17% | New Position |
Farther Finance Advisors, Llc | $6.8M | 306.4K | 0.05% | +204.5% |
Plancorp, Llc | $4.6M | 204.6K | 0.10% | New Position |
Affinity Capital Advisors, Llc | $4M | 180.5K | 0.47% | +46.4% |
Elmwood Wealth Management, Inc. | $3.1M | 141.1K | 0.76% | +0.0% |
Commonwealth Equity Services, Llc | $2.5M | 186.0K | 0.00% | -1.5% |
Cliftonlarsonallen Wealth Advisors, Llc | $2.4M | 107.0K | 0.03% | +120.5% |
Lodestar Private Asset Management Llc | $2.2M | 97.2K | 0.19% | +8.7% |
Simplifi, Inc. | $1.9M | 86.6K | 0.79% | +1.0% |
Navigation Group, Llc | $1.7M | 77.0K | 0.34% | Unchanged |
Robertson Stephens Wealth Management, Llc | $1.7M | 77.0K | 0.04% | -67.7% |
Steelpeak Wealth, Llc | $1.7M | 87.4K | 0.04% | -7.0% |
Avantax Planning Partners, Inc. | $1.4M | 61.0K | 0.03% | +139.3% |
Creative Planning | $1.2M | 67.7K | 0.00% | +105.9% |
Mcnaughton Wealth Management, Llc | $1.1M | 49.4K | 0.38% | -22.0% |
Wedbush Securities Inc | $967K | 89.5K | 0.02% | -9.2% |
Focus Wealth Advisors, Llc | $875K | 39.2K | 0.42% | -9.8% |
Cambridge Investment Research Advisors, Inc. | $869K | 38.9K | 0.00% | -5.0% |
D.A. Davidson & Co. | $709K | 78.9K | 0.00% | +17.1% |
Mattern Capital Management, Llc | $696K | 31.2K | 0.08% | -0.2% |
Omega Financial Group, Llc | $533K | 23.9K | 0.16% | -10.1% |
Nwf Advisory Services Inc. | $516K | 23.2K | 0.05% | Exited |
Argyle Capital Partners, Llc | $509K | 56.7K | 0.29% | +40.4% |
Kestra Advisory Services, Llc | $499K | 55.6K | 0.00% | +53.5% |
Impact Investors, Inc | $498K | 22.3K | 0.83% | -32.9% |
Cypress Wealth Services, Llc | $421K | 47.1K | 0.05% | -34.3% |
Nautilus Advisors Llc | $407K | 18.2K | 0.25% | -5.2% |
Pacific Wealth Strategies Group, Inc. | $385K | 42.8K | 0.21% | -7.7% |
Core Wealth Partners Llc | $367K | 40.9K | 0.15% | Unchanged |
Ff Advisors,Llc | $364K | 16.3K | 0.13% | +65.9% |
Apella Capital, Llc | $329K | 14.9K | 0.00% | Unchanged |
Procore Advisors, Llc | $328K | 36.6K | 0.40% | Unchanged |
Independent Financial Group, Llc | $284K | 12.7K | 0.01% | New Position |
Climber Capital Sa | $267K | 12.6K | 0.16% | Unchanged |
Tme Financial, Inc. | $262K | 11.8K | 0.16% | -4.5% |
Clay Northam Wealth Management, Llc | $258K | 28.8K | 0.12% | -1.5% |
Laurel Wealth Planning Llc | $251K | 11.2K | 0.11% | Unchanged |
Concurrent Investment Advisors, Llc | $232K | 10.4K | 0.00% | Unchanged |
Sax Wealth Advisors, Llc | $228K | 10.2K | 0.01% | New Position |
Aspiriant, Llc | $226K | 10.1K | 0.01% | New Position |
Vanguard Capital Wealth Advisors | $180K | 20.0K | 0.12% | Unchanged |
Mosley Wealth Management | $171K | 7.5K | 0.05% | New Position |
Everett Harris & Co /Ca/ | $144K | 16.1K | 0.00% | Unchanged |
Dynamic Wealth Strategies, Llc | $119K | 5.3K | 0.06% | +3.8% |
Tcfg Investment Advisors, Llc | $118K | 13.2K | 0.04% | -2.0% |
Kercheville Advisors, Llc | $117K | 13.0K | 0.03% | Unchanged |
Root Financial Partners, Llc | $114K | 5.1K | 0.00% | New Position |
Tiller Private Wealth, Inc. | $111K | 12.4K | 0.03% | +4.1% |
Westhill Financial Advisors, Inc. | $107K | 11.9K | 0.02% | Unchanged |