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SAX WEALTH ADVISORS, LLC → VCV
SAX WEALTH ADVISORS, LLC VCV Position History
Invesco California Value Municipal Income Trust • Financial Services
Quarters held
1
Latest value
$228K
Q3 2026
Peak value
$228K
First seen
Q3 2026
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $228K | 10.2K | — | — |
Other funds holding VCV
$30.7M
$29.2M
$28.8M
$24M