Who Owns INVESCO CA VAL MUNI INC TR (VCV)? -- Institutional Holders (2026-06-30)

61 institutions reported holding $93.0M of INVESCO CA VAL MUNI INC TR (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