Institutional Ownership Invesco California Value Municipal Income Trust (VCV)
This table provides information about the institutional ownership of Invesco California Value Municipal Income Trust (VCV). We have compiled data on the 49 institutions that hold shares in the stock, with a total of 6.95 Million shares, which have been reported (via 13F filing form) to have a value of $78.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
21,775
shares
|
$246,710
0.0% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
21,668
shares
|
$245,498
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
20,620
shares
|
$233,624
0.0% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 30, 2025 Q3 2025 |
20,000
shares
|
$226,600
0.18% of portfolio
|
Q2 2024
Added 42.86%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
17,030
shares
|
$192,949
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Everett Harris & CO
|
Nov 03, 2025 Q3 2025 |
16,059
shares
|
$181,948
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Kercheville Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
16,000
shares
|
$181,280
0.05% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
13,456
shares
|
$152,456
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
13,450
shares
|
$152,388
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
13,158
shares
|
$149,080
0.0% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Rb Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
12,366
shares
|
$140,106
0.03% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
11,925
shares
|
$135,110
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Mirador Capital Partners LP
|
Oct 06, 2025 Q3 2025 |
11,780
shares
|
$133,467
0.02% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
10,300
shares
|
$116,699
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
10,000
shares
|
$113,300
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
9,590
shares
|
$108,654
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
5,166
shares
|
$58,530
0.0% of portfolio
|
Q3 2023
Added 0.54%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
1,625
shares
|
$18,411
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,506
shares
|
$17,062
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
1,450
shares
|
$16,428
0.0% of portfolio
|
Q3 2025
Added 81.25%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
1,000
shares
|
$11,330
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
879
shares
|
$9,959
0.0% of portfolio
|
Q3 2025
Added 28.51%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
874
shares
|
$9,902
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|