13F Insight
DOSSIER · 13F Holders · Q1 2026
VPV

INVESCO PA VALUE MUN INC TR

41 institutions still hold INVESCO PA VALUE MUN INC TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46132K109·41 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$11M
visible holders
Holders
41
filers reporting
Concentration
21.01%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

41 institutions reported VPV in Q1 2026. MORGAN STANLEY leads at 21.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$2M222K0.00%Q1 202602
ROBINSON CAPITAL MANAGEMENT, LLC
CIK 0001599795
$1M133K0.62%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$867K82K0.00%Q1 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$696K66K0.00%Q1 202605
LPL Financial LLC
CIK 0001403438
$543K51K0.00%Q1 202606
North Ground Capital
CIK 0002055446
$526K50K0.63%Q1 202607
Confluence Wealth Services, Inc.
CIK 0001910411
$511K48K0.02%Q1 202608
Baird Financial Group, Inc.
CIK 0001648711
$507K48K0.00%Q1 202609
Cetera Investment Advisers
CIK 0001666741
$503K48K0.00%Q1 202610
Curi Capital, LLC
CIK 0001332905
$440K42K0.01%Q1 202611
WealthTrust Axiom LLC
CIK 0001425949
$370K35K0.09%Q1 202612
WELLS FARGO & COMPANY/MN
CIK 0000072971
$347K33K0.00%Q1 202613
Janney Montgomery Scott LLC
CIK 0001329948
$309K29K0.00%Q1 202614
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$298K28K0.00%Q4 202515
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$255K25K0.00%Q2 202516
Alpine Global Management, LLC
CIK 0001581655
$248K23K0.04%Q1 202617
ROYAL BANK OF CANADA
CIK 0001000275
$239K23K0.00%Q1 202618
NewEdge Advisors, LLC
CIK 0001633516
$236K22K0.00%Q1 202619
BLB&B Advisors, LLC
CIK 0001389059
$230K22K0.01%Q1 202620
JOURNEY STRATEGIC WEALTH LLC
CIK 0001909316
$211K20K0.01%Q1 2026
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