Q2 2025 13F Holders as of 6/30/2025
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Type / Class
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Equity / COM
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Number of holders
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45
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Total 13F shares, excl. options
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6.34M
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Shares change
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+8.49K
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Total reported value, excl. options
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$65.8M
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Value change
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+$5.06K
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Number of buys
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20
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Number of sells
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-17
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Price
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$10.37
Significant Holders of Invesco California Value Municipal Income Trust - COM (VCV) as of Q2 2025
53 filings reported holding VCV - Invesco California Value Municipal Income Trust - COM as of Q2 2025.
Invesco California Value Municipal Income Trust - COM (VCV) has 45 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.34M shares
.
Largest 10 shareholders include MORGAN STANLEY (2.16M shares), GUGGENHEIM CAPITAL LLC (763K shares), Advisors Asset Management, Inc. (691K shares), WELLS FARGO & COMPANY/MN (558K shares), LPL Financial LLC (376K shares), Hennion & Walsh Asset Management, Inc. (339K shares), UBS Group AG (272K shares), BANK OF AMERICA CORP /DE/ (175K shares), COMMONWEALTH EQUITY SERVICES, LLC (116K shares), and AMERIPRISE FINANCIAL INC (70.3K shares).
This table shows the top 45 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.