Back to VCV
Kestra Advisory Services, LLC → VCV
Kestra Advisory Services, LLC VCV Position History
Invesco California Value Municipal Income Trust • Financial Services
Quarters held
4
Latest value
$499K
Q3 2026
Peak value
$499K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $39K |
| Q1 2026 | $268K |
| Q2 2026 | $391K |
| Q3 2026 | $499K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $499K | 55.6K | — | — |
| Q2 2026 | $391K | 36.2K | — | — |
| Q1 2026 | $268K | 25.7K | — | — |
| Q4 2025 | $39K | 3.5K | — | — |
Other funds holding VCV
$30.7M
$29.2M
$28.8M