13F Insight
DOSSIER · 13F Holders · Q2 2026
VPV

INVESCO PA VALUE MUN INC TR

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

CUSIP 46132K109·42 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$12M
visible holders
Holders
42
filers reporting
Concentration
21.44%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

42 institutions reported VPV in Q2 2026. MORGAN STANLEY leads at 21.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$3M235K0.00%Q2 202602
Coppell Advisory Solutions LLC
CIK 0001848433
$1M5000.12%Q2 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$949K84K0.00%Q2 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$859K76K0.00%Q2 202605
LPL Financial LLC
CIK 0001403438
$839K74K0.00%Q2 202606
NewEdge Advisors, LLC
CIK 0001633516
$708K63K0.00%Q2 202607
Confluence Wealth Services, Inc.
CIK 0001910411
$695K61K0.02%Q2 202608
WELLS FARGO & COMPANY/MN
CIK 0000072971
$661K58K0.00%Q2 202609
Cetera Investment Advisers
CIK 0001666741
$538K48K0.00%Q2 202610
Curi Capital, LLC
CIK 0001332905
$471K42K0.01%Q2 202611
WealthTrust Axiom LLC
CIK 0001425949
$396K35K0.09%Q2 202612
Janney Montgomery Scott LLC
CIK 0001329948
$309K29K0.00%Q1 202613
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$298K28K0.00%Q4 202514
HighTower Advisors, LLC
CIK 0001462245
$263K23K0.00%Q2 202615
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$255K25K0.00%Q2 202516
ROYAL BANK OF CANADA
CIK 0001000275
$253K22K0.00%Q2 202617
BLB&B Advisors, LLC
CIK 0001389059
$227K20K0.01%Q2 202618
JOURNEY STRATEGIC WEALTH LLC
CIK 0001909316
$211K20K0.01%Q1 202619
Mariner, LLC
CIK 0001373442
$200K18K0.00%Q2 202620
Alpine Global Management, LLC
CIK 0001581655
$186K16K0.03%Q2 2026
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