Who owns Invesco Van Kampen Cal Val Mun Inc Trust?
- Ticker: VCV
- CUSIP Number: 46132H106
Tip: Access positions for across all investors
Analyze quarterly positions in Invesco Van Kampen Cal Val Mun Inc Trust with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Invesco Van Kampen Cal Val Mun Inc Trust stock
Who bought or sold Invesco Van Kampen Cal Val Mun Inc Trust this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 2.2M | $39M | 100% | Jun 2025 |
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| Guggenheim Capital, LLC Managers | 862k | $9.1M | 13% | Sep 2025 |
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| Advisors Asset Management | 806k | $8.5M | 17% | Sep 2025 |
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| Wells Fargo & Company | 620k | $6.6M | 11% | Sep 2025 |
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| Hennion & Walsh Asset Management | 398k | $4.2M | 17% | Sep 2025 |
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| LPL Financial | 393k | $4.2M | 5% | Sep 2025 |
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| UBS Group | 261k | $2.8M | -4% | Sep 2025 |
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| Commonwealth Equity Services | 121k | $1.3M | 5% | Sep 2025 |
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| Advisor Group Holdings | 77k | $807k | 91% | Sep 2025 |
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| D.A. Davidson & Co. | 75k | $797k | 77% | Sep 2025 |
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| Cypress Wealth Services | 68k | $720k | 2% | Sep 2025 |
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| Pacific Wealth Strategies Group | 67k | $706k | 0% | Sep 2025 |
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| Ameriprise Financial | 62k | $658k | -12% | Sep 2025 |
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| Raymond James Financial | 54k | $576k | 0% | Sep 2025 |
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| Evoke Wealth | 54k | $567k | -9% | Sep 2025 |
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| Argyle Capital Partners | 41k | $438k | 94% | Sep 2025 |
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| Core Wealth Partners | 41k | $433k | 0% | Sep 2025 |
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| Royal Bank of Canada | 39k | $410k | -10% | Sep 2025 |
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| Vivaldi Capital Management | 35k | $373k | 0% | Sep 2025 |
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| Cetera Investment Advisers | 29k | $310k | 18% | Sep 2025 |
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| Clay Northam Wealth Management | 29k | $305k | -4% | Sep 2025 |
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| Envestnet Asset Management | 25k | $264k | -20% | Sep 2025 |
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| Kestra Private Wealth Services | 22k | $231k | -1% | Sep 2025 |
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| Creative Planning | 22k | $230k | 100% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 21k | $219k | 0% | Sep 2025 |
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| Vanguard Capital Wealth Advisors | 20k | $212k | 0% | Sep 2025 |
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| Savvy Advisors | 17k | $180k | 100% | Sep 2025 |
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| Everett Harris & Co | 16k | $170k | 0% | Sep 2025 |
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| Kercheville Advisors | 16k | $169k | 0% | Sep 2025 |
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| Tcfg Wealth Management | 14k | $143k | 0% | Sep 2025 |
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| Stifel Financial | 14k | $142k | 100% | Sep 2025 |
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| Mariner Wealth Advisors | 13k | $139k | 0% | Sep 2025 |
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| RB Capital Management | 12k | $131k | 2% | Sep 2025 |
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| Taddei, Ludwig & Associates | 12k | $126k | 0% | Sep 2025 |
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| Mirador Capital Partners | 12k | $125k | 0% | Sep 2025 |
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| TriaGen Wealth Management | 10k | $109k | 0% | Sep 2025 |
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| HCR Wealth Advisors | 10k | $105k | 100% | Sep 2025 |
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| Us Bancorp | 9.6k | $102k | 100% | Sep 2025 |
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| Hollencrest Securities | 5.2k | $55k | 0% | Sep 2025 |
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| Cherry Tree Wealth Management | 1.6k | $17k | 0% | Sep 2025 |
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| Rockefeller Capital Management | 1.5k | $16k | 100% | Sep 2025 |
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| Jpmorgan Chase & Co | 1.5k | $15k | 81% | Sep 2025 |
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| ORG Partners | 1.0k | $11k | 0% | Sep 2025 |
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| Hanson McClain Advisors | 879.00 | $9.3k | 29% | Sep 2025 |
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| NBT Bank | 874.00 | $9.3k | 0% | Sep 2025 |
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Who sold out of Invesco Van Kampen Cal Val Mun Inc Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Atria Wealth Solutions | Mar 2025 | 284k | $3.0M |
| Janney Montgomery Scott | Jun 2025 | 32k | $334k |
| Prime Capital Investment Advisors | Jun 2025 | 21k | $216k |
| Mercer Global Advisors | Jun 2025 | 17k | $177k |
| Sound Income Strategies | Jun 2025 | 4.8k | $50k |