Who Owns INVESCO CALIF VALUE MUN INCO (VCV)? -- Institutional Holders (2026-06-30)
62 institutions reported holding $93.1M of INVESCO CALIF VALUE MUN INCO (VCV) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($30.7M), Advisors Asset Management, Inc. ($15.0M), GUGGENHEIM CAPITAL LLC ($10.8M), Hennion & Walsh Asset Management, Inc. ($6.2M), WELLS FARGO & COMPANY/MN ($6.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $30.7M | 2.8M | Added |
| 2 | Advisors Asset Management, Inc. | $15.0M | 1.4M | Added |
| 3 | GUGGENHEIM CAPITAL LLC | $10.8M | 1.0M | Trimmed |
| 4 | Hennion & Walsh Asset Management, Inc. | $6.2M | 570,385 | Added |
| 5 | WELLS FARGO & COMPANY/MN | $6.0M | 556,462 | Added |
| 6 | LPL Financial LLC | $4.2M | 386,994 | Added |
| 7 | UBS Group AG | $2.7M | 249,069 | Trimmed |
| 8 | BANK OF AMERICA CORP /DE/ | $1.9M | 177,619 | Added |
| 9 | OSAIC HOLDINGS, INC. | $1.6M | 149,155 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 125,105 | Added |
| 11 | AMERIPRISE FINANCIAL INC | $836,778 | 77,551 | Added |
| 12 | Cypress Wealth Services, LLC | $773,499 | 71,687 | Added |
| 13 | WEDBUSH SECURITIES INC | $764,000 | 70,801 | Added |
| 14 | D.A. DAVIDSON & CO. | $727,237 | 67,399 | Trimmed |
| 15 | Sanctuary Advisors, LLC | $654,405 | 60,649 | Added |
| 16 | MAI Capital Management | $628,488 | 58,247 | New |
| 17 | Pacific Wealth Strategies Group, Inc. | $500,872 | 46,420 | Trimmed |
| 18 | Western Wealth Management, LLC | $484,561 | 44,908 | Added |
| 19 | RAYMOND JAMES FINANCIAL INC | $482,551 | 44,722 | Trimmed |
| 20 | Core Wealth Partners LLC | $440,944 | 40,866 | Hold |
| 21 | Argyle Capital Partners, LLC | $435,528 | 40,364 | Trimmed |
| 22 | ProCore Advisors, LLC | $394,633 | 36,574 | Hold |
| 23 | Kestra Advisory Services, LLC | $390,751 | 36,214 | Added |
| 24 | Royal Bank of Canada | $367,000 | 34,040 | Trimmed |
| 25 | Mirador Capital Partners LP | $315,930 | 29,280 | Added |
Source: SEC Form 13F filings · as of 2026-06-30