Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / COM
-
Total 13F shares
-
649,286
-
Share change
-
+63,926
-
Total reported value
-
$7,226,961
-
Price per share
-
$11.13
-
Number of holders
-
10
-
Value change
-
+$711,496
-
Number of buys
-
4
Institutional Holders of Invesco California Value Municipal Income Trust - COM (VCV) as of Q4 2025
As of 31 Dec 2025,
Invesco California Value Municipal Income Trust - COM (VCV) was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
649,286 shares.
The largest 10 holders included
Hennion & Walsh Asset Management, Inc., Cypress Wealth Services, LLC, ProCore Advisors, LLC, Vanguard Capital Wealth Advisors, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Savvy Advisors, Inc., SteelPeak Wealth, LLC, WestHill Financial Advisors, Inc., Mirador Capital Partners LP, and ORG Partners LLC.
This page lists
10
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| 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.