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CLIFTONLARSONALLEN WEALTH ADVISORS, LLC → VCV

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC VCV Position History

Invesco California Value Municipal Income Trust • Financial Services

Quarters held
2
Latest value
$2.4M
Q3 2026
Peak value
$2.4M
First seen
Q2 2026

Dollar value over time

Show data table
PeriodPosition value
Q2 2026$1.2M
Q3 2026$2.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.4M107.0K——
Q2 2026$1.2M48.5K——

Other funds holding VCV

Other CLIFTONLARSONALLEN WEALTH ADVISORS, LLC positions

VGES

VANGUARD INDEX FDS

$1.7B
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$1.6B
VGES

VANGUARDINDEXFDS

$1.4B
VGES

VANGUARD INDEX FDS

$1.3B
VGES

VANGUARD TAX-MANAGED FDS

$816.6M
VGES

VANGUARD TAX-MANAGED FDS

$787.6M
VGES

VANGUARDTAX-MANAGEDFDS

$696.5M
ETHA

INVESCO EXCHANGE TRADED FD T

$668.7M