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Creative Planning VCV Position History
Invesco California Value Municipal Income Trust • Financial Services
Quarters held
10
Latest value
$948K
Q3 2026
Peak value
$948K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $454K |
| Q3 2025 | $229K |
| Q4 2025 | $613K |
| Q4 2025 | $261K |
| Q1 2026 | $237K |
| Q1 2026 | $607K |
| Q2 2026 | $245K |
| Q2 2026 | $506K |
| Q3 2026 | $226K |
| Q3 2026 | $948K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $948K | 42.5K | — | — |
| Q3 2026 | $226K | 25.2K | — | — |
| Q2 2026 | $506K | 20.6K | — | — |
| Q2 2026 | $245K | 22.7K | — | — |
| Q1 2026 | $607K | 25.4K | — | — |
| Q1 2026 | $237K | 22.7K | — | — |
| Q4 2025 | $261K | 23.4K | — | — |
| Q4 2025 | $613K | 25.4K | — | — |
| Q3 2025 | $229K | 21.7K | — | — |
| Q3 2025 | $454K | 19.0K | — | — |
Other funds holding VCV
$30.7M
$29.2M
$28.8M