VCV
Invesco California Value Municipal Income Trust• Financial Services
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Wealthfront Advisers LLC Wealthfront Advisers Llc | $428.5M | 17.48M | 0.82% | +0.4% |
| FIDUCIARY FINANCIAL ADVISORS Action Point Financial Planning, Llc | $235.5M | 9.6K | 0.02% | +2.4% |
| MERCER GLOBAL ADVISORS INC /ADV Mercer Global Advisors Inc /Adv | $170.5M | 6.96M | 0.11% | +18.3% |
| Gerber Kawasaki Wealth & Investment Management Gerber Kawasaki Wealth & Investment Management | $51.3M | 2.09M | 1.37% | +9.4% |
| MORGAN STANLEY Morgan Stanley | $46M | 3.47M | 0.00% | +3.3% |
| GUGGENHEIM CAPITAL LLC Guggenheim Capital Llc | $36M | 2.03M | 0.16% | +19.9% |
| BANK OF AMERICA CORP /DE/ Bank Of America | $31.7M | 1.39M | 0.00% | +15.4% |
| SYON CAPITAL LLC Syon Capital Llc | $30.2M | 1.23M | 1.32% | +2.2% |
| LPL Financial LLC Lpl Financial Llc | $20.9M | 1.07M | 0.00% | +7.8% |
| EP Wealth Advisors, LLC Ep Wealth Advisors, Llc | $19.3M | 788.6K | 0.07% | +4.9% |
| Advisors Asset Management, Inc. Advisors Asset Management, Inc. | $15M | 1.39M | 0.23% | +12.6% |
| WELLS FARGO & COMPANY/MN Wells Fargo & Company/Mn | $10.5M | 740.0K | 0.00% | -21.7% |
| FIRST FOUNDATION ADVISORS First Foundation Advisors | $9.3M | 379.9K | 0.30% | +0.1% |
| JPMORGAN CHASE & CO Jpmorgan Chase | $7.3M | 299.1K | 0.00% | New Position |
| Pure Financial Advisors, LLC Pure Financial Advisors, Llc | $7M | 284.9K | 0.09% | +4.9% |
| UBS Group AG Ubs Group Ag | $4.7M | 332.1K | 0.00% | +0.3% |
| Integrated Wealth Concepts LLC Integrated Wealth Concepts Llc | $4.3M | 179.2K | 0.02% | +75.8% |
| FIRST AMERICAN TRUST, FSB First American Trust, Fsb | $4.2M | 169.4K | 0.20% | -4.3% |
| HighTower Advisors, LLC Hightower Advisors, Llc | $3.6M | 145.8K | 0.00% | +17.7% |
| JONES FINANCIAL COMPANIES LLLP Jones Financial Companies Lllp | $3M | 123.4K | 0.00% | +2.7% |
| CITADEL ADVISORS LLC Citadel Advisors | $2.8M | 116.1K | 0.00% | New Position |
| FMR LLC Fmr Llc | $2.7M | 110.9K | 0.00% | +19.5% |
| AMERIPRISE FINANCIAL INC Ameriprise Financial Inc | $2.3M | 138.5K | 0.00% | -5.8% |
| OSAIC HOLDINGS, INC. Advisor Group Holdings, Inc. | $2.2M | 174.8K | 0.00% | +12.3% |
| RAYMOND JAMES FINANCIAL INC Raymond James Financial Inc | $2.2M | 116.4K | 0.00% | +2.5% |
| JANE STREET GROUP, LLC Jane Street Group, Llc | $2.1M | 99.4K | 0.00% | -16.0% |
| Tower Research Capital LLC (TRC) Tower Research Capital Llc (Trc) | $1.5M | 61.8K | 0.04% | New Position |
| Cetera Investment Advisers Cetera Investment Advisers | $1.4M | 72.6K | 0.00% | +22.0% |
| Elequin Capital, LP Elequin Securities, Llc | $1.2M | 50.0K | 0.04% | New Position |
| Compound Planning, Inc. Atomi Financial Group, Inc. | $1.1M | 45.6K | 0.03% | -34.5% |
| Cambridge Investment Research Advisors, Inc. Cambridge Investment Research Advisors, Inc. | $1M | 41.0K | 0.00% | — |
| Cerity Partners LLC Cerity Partners Llc | $987K | 40.3K | 0.00% | +100.0% |
| Global Retirement Partners, LLC Global Retirement Partners, Llc | $966K | 39.4K | 0.01% | New Position |
| OneDigital Investment Advisors LLC Resources Investment Advisors, Llc. | $947K | 38.6K | 0.01% | +22.4% |
| Quantinno Capital Management LP Quantinno Capital Management Lp | $924K | 37.7K | 0.00% | +7.5% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP Susquehanna International Group, Llp | $863K | 35.2K | 0.00% | -22.2% |
| Destination Wealth Management Destination Wealth Management | $856K | 34.9K | 0.02% | +3.3% |
| ROYAL BANK OF CANADA Royal Bank Of Canada | $815K | 52.3K | 0.00% | +16.9% |
| C M BIDWELL & ASSOCIATES LTD C M Bidwell & Associates Ltd | $810K | 33.1K | 0.33% | Unchanged |
| Creative Planning Creative Planning | $751K | 43.3K | 0.00% | -18.9% |
| Betterment LLC Betterment Llc | $732K | 29.9K | 0.00% | +110.9% |
| Corient Private Wealth LP Ci Private Wealth, Llc | $715K | 29.2K | 0.00% | New Position |
| STIFEL FINANCIAL CORP Stifel Financial Corp | $669K | 39.0K | 0.00% | +58.8% |
| Sanctuary Advisors, LLC Sanctuary Advisors, Llc | $654K | 60.6K | 0.00% | +8.4% |
| DIMENSION CAPITAL MANAGEMENT LLC Dimension Capital Management Llc | $643K | 26.2K | 0.08% | Unchanged |
| Equitable Holdings, Inc. Equitable Holdings, Inc. | $637K | 26.0K | 0.00% | +11.7% |
| MAI Capital Management Mai Capital Management | $628K | 58.2K | 0.00% | New Position |
| AXXCESS WEALTH MANAGEMENT, LLC Axxcess Wealth Management, Llc | $612K | 25.0K | 0.01% | New Position |
| MML INVESTORS SERVICES, LLC Mml Investors Services, Llc | $595K | 24.3K | 0.00% | +21.3% |
| Mariner, LLC Mariner, Llc | $564K | 23.0K | 0.00% | Exited |