Purchases and Sales Made in Q2 2025 in Invesco California Value Municipal Income Trust (VCV)
This table provides information about the institutional ownership of Invesco California Value Municipal Income Trust (VCV) during Q2 2025. The information is specifically focused on institutions that hold shares of Invesco California Value Municipal Income Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
7.55K+ 33.39% |
$72.9K - $82.6K
|
30.1K
$302K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
4.78KNew |
$46.2K - $52.3K
|
4.78K
$48K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
391+ 1.91% |
$3.78K - $4.28K
|
20.9K
$209K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
229+ 1.92% |
$2.21K - $2.51K
|
12.1K
$122K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.05K- 6.0% |
$19.8K - $22.5K
|
32.2K
$323K
|