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FOCUS Wealth Advisors, LLC → VCV

FOCUS Wealth Advisors, LLC VCV Position History

Invesco California Value Municipal Income Trust • Financial Services

Quarters held
4
Latest value
$875K
Q3 2026
Peak value
$1.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.1M
Q1 2026$1M
Q2 2026$1.1M
Q3 2026$875K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$875K39.2K——
Q2 2026$1.1M43.5K——
Q1 2026$1M43.4K——
Q4 2025$1.1M44.5K——

Other funds holding VCV

Other FOCUS Wealth Advisors, LLC positions

VGES

VANGUARD BD INDEX FDS

$16.1M
VGES

VANGUARD BD INDEX FDS

$15.9M
VGES

VANGUARD BD INDEX FDS

$15.5M
VGES

VANGUARD BD INDEX FDS

$15.4M
ETHA

ISHARES TR

$14.3M
ETHA

ISHARES TR

$13.2M
ETHA

ISHARES TR

$12.9M
ETHA

ISHARES TR

$12.7M