Invesco California Value Municipal Income Trust
VCV · NYSE
Filings51
Total reported value$73.6M
| Manager | Shares | Value | Change |
|---|---|---|---|
| MORGAN STANLEY | 2.3M | $24.2M | +4.3% |
| GUGGENHEIM CAPITAL LLC | 862K | $9.2M | +10.3% |
| Advisors Asset Management, Inc. | 805.7K | $8.6M | +12.4% |
| WELLS FARGO & COMPANY/MN | 619.5K | $6.6M | +9.1% |
| Hennion & Walsh Asset Management, Inc. | 398.4K | $4.3M | +12.9% |
| LPL Financial LLC | 393.3K | $4.2M | +4.2% |
| UBS Group AG | 261.3K | $2.8M | -4.3% |
| BANK OF AMERICA CORP /DE/ | 200.4K | $2.1M | +11.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | 121.2K | $1.3M | +4.3% |
| ADVISOR GROUP HOLDINGS, INC. | 76.9K | $823.1K | +32.3% |
| D.A. DAVIDSON & CO. | 75.3K | $805.5K | +30.4% |
| Cypress Wealth Services, LLC | 68K | $727.6K | +1.8% |
| Pacific Wealth Strategies Group, Inc. | 66.7K | $713.5K | 0.0% |
| AMERIPRISE FINANCIAL INC | 62.1K | $665.0K | -15.0% |
| RAYMOND JAMES FINANCIAL INC | 54.4K | $581.7K | -0.1% |
| EVOKE WEALTH, LLC | 53.5K | $572.5K | -11.7% |
| Argyle Capital Partners, LLC | 41.4K | $442.6K | +32.6% |
| Core Wealth Partners LLC | 40.9K | $437.3K | 0.0% |
| ROYAL BANK OF CANADA | 38.7K | $413.9K | -12.3% |
| Vivaldi Capital Management LP | 35.2K | $377.0K | +0.1% |
| Cetera Investment Advisers | 29.3K | $313.4K | +13.3% |
| Clay Northam Wealth Management, LLC | 28.8K | $308.1K | -4.9% |
| ENVESTNET ASSET MANAGEMENT INC | 24.9K | $266.4K | -33.0% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 21.8K | $233.0K | -1.1% |
| Creative Planning | 21.7K | $231.8K | +50.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 20.6K | $220.6K | 0.0% |
| Vanguard Capital Wealth Advisors | 20K | $214.0K | 0.0% |
| Savvy Advisors, Inc. | 17K | $182.2K | +50.0% |
| EVERETT HARRIS & CO /CA/ | 16.1K | $171.8K | 0.0% |
| Kercheville Advisors, LLC | 16K | $171.2K | 0.0% |
| TCFG WEALTH MANAGEMENT, LLC | 13.5K | $144.0K | 0.0% |
| STIFEL FINANCIAL CORP | 13.5K | $143.9K | +50.0% |
| Mariner, LLC | 13.2K | $140.8K | +0.1% |
| RB Capital Management, LLC | 12.4K | $132.3K | +1.8% |
| WestHill Financial Advisors, Inc. | 11.9K | $127.6K | 0.0% |
| Mirador Capital Partners LP | 11.8K | $126.0K | +0.0% |
| TriaGen Wealth Management LLC | 10.3K | $110.2K | 0.0% |
| HCR Wealth Advisors | 10K | $107.0K | +50.0% |
| US BANCORP \DE\ | 9.6K | $102.6K | +50.0% |
| HOLLENCREST CAPITAL MANAGEMENT | 5.2K | $55.3K | 0.0% |
| Cherry Tree Wealth Management, LLC | 1.6K | $17.4K | 0.0% |
| Rockefeller Capital Management L.P. | 1.5K | $16.1K | +50.0% |
| JPMORGAN CHASE & CO | 1.5K | $15.5K | 0.0% |
| ORG Partners LLC | 1K | $10.7K | 0.0% |
| Allworth Financial LP | 879 | $9.4K | +18.2% |
| NBT BANK N A /NY | 874 | $9.4K | 0.0% |
| Prime Capital Investment Advisors, LLC | 0 | $0.0 | +100.0% |
| NWF Advisory Services Inc. | 0 | $0.0 | +100.0% |
| Janney Montgomery Scott LLC | 0 | $0.0 | +100.0% |
| Sound Income Strategies, LLC | 0 | $0.0 | +100.0% |
| MERCER GLOBAL ADVISORS INC /ADV | 0 | $0.0 | +100.0% |