VCV Smart Money
Invesco California Value Municipal Income Trust
1W: +2.4%
1M: +2.1%
3M: -13.4%
YTD: -17.5%
1Y: -14.8%
3Y: +29.2%
5Y: -13.4%
$9.15
+0.19 (+2.12%)
Weekly Expected Move ±2.8%
$8
$9
$9
$9
$9
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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🏦 Institutional Activity
Latest: Q2 202662
Institutions Holding
-2 vs prior
21.0%
Ownership
+1.42%
7
New
22
Increased
15
Reduced
7
Closed
👔 Insider Trades
0 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| No insider trades found | |||||||
🏛️ Congressional Trades
0 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| No congressional trades found | |||||
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| MORGAN STANLEY | 2,846,292 | $31M | +89,501 | 2026-06-30 | Filing |
| Advisors Asset Management, Inc. | 1,388,219 | $15M | +155,317 | 2026-06-30 | Filing |
| GUGGENHEIM CAPITAL LLC | 1,001,083 | $11M | -169,007 | 2026-06-30 | Filing |
| Hennion & Walsh Asset Management, Inc. | 570,385 | $6M | +99,089 | 2026-06-30 | Filing |
| WELLS FARGO & COMPANY/MN | 556,462 | $6M | +11,226 | 2026-06-30 | Filing |
| LPL Financial LLC | 386,994 | $4M | +41,786 | 2026-06-30 | Filing |
| UBS Group AG | 249,069 | $3M | -5,188 | 2026-06-30 | Filing |
| BANK OF AMERICA CORP /DE | 177,619 | $2M | +9,521 | 2026-06-30 | Filing |
| OSAIC HOLDINGS, INC. | 149,155 | $2M | +25,069 | 2026-06-30 | Filing |
| COMMONWEALTH EQUITY SERVICES, LLC | 125,105 | $1M | +2,046 | 2026-06-30 | Filing |
| AMERIPRISE FINANCIAL INC | 77,551 | $837K | +18,090 | 2026-06-30 | Filing |
| Cypress Wealth Services, LLC | 71,687 | $773K | +1,269 | 2026-06-30 | Filing |
| WEDBUSH SECURITIES INC | 70,801 | $764K | +34,101 | 2026-06-30 | Filing |
| D.A. DAVIDSON & CO. | 67,399 | $727K | -3,958 | 2026-06-30 | Filing |
| Sanctuary Advisors, LLC | 60,649 | $654K | +4,695 | 2026-06-30 | Filing |
| MAI Capital Management | 58,247 | $628K | +58,247 | 2026-06-30 | Filing |
| Pacific Wealth Strategies Group, Inc. | 46,420 | $501K | -20,263 | 2026-06-30 | Filing |
| Western Wealth Management, LLC | 44,908 | $485K | +389 | 2026-06-30 | Filing |
| RAYMOND JAMES FINANCIAL INC | 44,722 | $483K | -3,427 | 2026-06-30 | Filing |
| Core Wealth Partners LLC | 40,866 | $441K | — | 2026-06-30 | Filing |