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Invesco California Value Municipal Income Trust

VCVNYSE
$8.95+0.11 (+1.24% today)
Legend
Insider buy
Insider sell
Congress buy
Congress sell
Hedge Funds
bought vs soldGreener markers show more buyers; redder markers show more sellers.
Company share activityNet buybacksNo changeNet dilution
Marker size reflects transaction size.
  • Insider buy
  • Insider sell
  • Congress buy
  • Congress sell
  • Hedge Funds bought vs sold
Share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size. Greener fund markers mean more buyers.

  • Insider Buy
  • Insider Sell
  • Congress Buy
  • Congress Sell
  • Hedge funds bought vs sold
  • BuybackNo changeNet dilution

Invesco California Value Municipal Income Trust price and activity chart data

Showing the 1Y range: Oct 6, 2025 to Oct 6, 2026. Price (-15.6%). 0 insider or congressional trades plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding

Largest institutional holders

13F · Q2 2026
Fund% of company heldValue% of portfolioQuarterly activity
Morgan StanleyNot reported$30.7M0.00%Not reported
Advisors Asset Management, Inc.Not reported$15M0.23%Not reported
Guggenheim Capital LLCNot reported$10.8M0.07%Reduce 14.44%
Hennion & Walsh Asset Management, Inc.Not reported$6.15M0.18%Add 21.02%
Wells Fargo & CompanyNot reported$6M0.00%Not reported
LPL Financial LLCNot reported$4.18M0.00%Not reported
UBS Group AGNot reported$2.69M0.00%Not reported
Bank of America CorpNot reported$1.92M0.00%Not reported
Osaic Holdings, Inc.Not reported$1.61M0.00%Not reported
Commonwealth Equity Services, LLCNot reported$1.35M0.00%Not reported
Ameriprise Financial IncNot reported$837K0.00%Not reported
Cypress Wealth Services, LLCNot reported$773K0.09%Add 1.80%
Wedbush Securities IncNot reported$764K0.02%Add 92.92%
D.A. Davidson & Co.Not reported$727K0.00%Reduce 5.55%
MAI Capital ManagementNot reported$628K0.00%Not reported
Pacific Wealth Strategies Group, Inc.Not reported$501K0.29%Reduce 30.39%
Western Wealth Management, LLCNot reported$485K0.02%Add 0.87%
Raymond James Financial IncNot reported$483K0.00%Not reported
Core Wealth Partners LLCNot reported$441K0.19%Not reported
Argyle Capital Partners, LLCNot reported$436K0.27%Reduce 12.56%
ProCore Advisors, LLCNot reported$395K0.49%Not reported
Kestra Advisory Services, LLCNot reported$391K0.00%Not reported
Royal Bank of CanadaNot reported$367K0.00%Not reported
Mirador Capital Partners LPNot reported$316K0.04%Add 148.56%
Clay Northam Wealth Management, LLCNot reported$315K0.16%Add 0.50%
Rockefeller Capital Management L.P.Not reported$292K0.00%Not reported
Cetera Investment AdvisersNot reported$292K0.00%Not reported
Jane Street Group, LLCNot reported$287K0.00%Not reported
Stratos Wealth Partners, LTD.Not reported$267K0.00%New Not reported
Creative PlanningNot reported$245K0.00%Not reported
Stifel Financial CorpNot reported$226K0.00%Not reported
Vanguard Capital Wealth AdvisorsNot reported$216K0.15%Not reported
XTX Topco LtdNot reported$206K0.00%Not reported
NWF Advisory Services Inc.Not reported$197K0.02%Not reported
Savvy Advisors, Inc.Not reported$184K0.00%Not reported
Everett Harris & CoNot reported$173K0.00%Not reported
Envestnet Asset Management IncNot reported$172K0.00%Not reported
SteelPeak Wealth, LLCNot reported$170K0.00%Not reported
TCFG Investment Advisors, LLCNot reported$145K0.05%Not reported
Kercheville Advisors, LLCNot reported$140K0.04%Not reported
RB Capital Management, LLCNot reported$140K0.03%Add 1.83%
WestHill Financial Advisors, Inc.Not reported$129K0.02%Not reported
Tiller Private Wealth, Inc.Not reported$128K0.04%New Not reported
TriaGen Wealth Management LLCNot reported$111K0.03%Not reported
Eclectic Associates IncNot reported$111K0.01%Reduce 22.30%
Mather Group, LLC.Not reported$94.3K0.00%Not reported
US Bancorp \de\Not reported$93.9K0.00%Not reported
Hollencrest Capital ManagementNot reported$55.7K0.00%Not reported
Integrated Wealth Concepts LLCNot reported$40.8K0.00%Not reported
International Assets Investment Management, LLCNot reported$22.7K0.00%Not reported
50 of 54 holders

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