DOSSIER · 13F Holders · Q2 2026
VCV

INVESCO CALIF VALUE MUN INCO

60 institutions still hold INVESCO CALIF VALUE MUN INCO as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46132H106·60 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$84M
visible holders
Holders
60
filers reporting
Concentration
36.45%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

60 institutions reported VCV in Q2 2026. MORGAN STANLEY leads at 36.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$31M2.8M0.00%Q2 2026
02
Advisors Asset Management, Inc.
CIK 0001297376
$13M1.2M0.21%Q1 2026
03
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$11M1.0M0.07%Q2 2026
04
Hennion & Walsh Asset Management, Inc.
CIK 0001861642
$6M570K0.18%Q2 2026
05
WELLS FARGO & COMPANY/MN
CIK 0000072971
$6M556K0.00%Q2 2026
06
LPL Financial LLC
CIK 0001403438
$4M387K0.00%Q2 2026
07
UBS Group AG
CIK 0001610520
$3M249K0.00%Q2 2026
08
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2M178K0.00%Q2 2026
09
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M149K0.00%Q2 2026
10
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$1M125K0.00%Q2 2026
11
AMERIPRISE FINANCIAL INC
CIK 0000820027
$837K78K0.00%Q2 2026
12
Cypress Wealth Services, LLC
CIK 0001721527
$773K72K0.09%Q2 2026
13
D.A. DAVIDSON & CO.
CIK 0001080107
$727K67K0.00%Q2 2026
14
Sanctuary Advisors, LLC
CIK 0001777271
$654K61K0.00%Q2 2026
15
MAI Capital Management
CIK 0001040197
$628K58K0.00%Q2 2026
16
Pacific Wealth Strategies Group, Inc.
CIK 0001766571
$501K46K0.29%Q2 2026
17
Western Wealth Management, LLC
CIK 0001767902
$485K45K0.02%Q2 2026
18
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$483K45K0.00%Q2 2026
19
Core Wealth Partners LLC
CIK 0001965078
$441K41K0.19%Q2 2026
20
Argyle Capital Partners, LLC
CIK 0002079995
$436K40K0.27%Q2 2026
Page 1 of 3
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Insiders at INVESCO CALIF VALUE MUN INCO
Bank Of America Corp /De/Citigroup IncPhillips James DDammeyer Rodney FHutton Heagy LindaUbs Ag