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 | 2.8M | $29M | 5% | Mar 2026 |
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| Advisors Asset Management | 1.2M | $13M | 7% | Mar 2026 |
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| Guggenheim Capital, LLC Managers | 1.2M | $12M | 8% | Mar 2026 |
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| Hennion & Walsh Asset Management | 570k | $6.2M | 21% | Jun 2026 |
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| Wells Fargo & Company | 545k | $5.7M | -12% | Mar 2026 |
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| LPL Financial | 345k | $3.6M | 6% | Mar 2026 |
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| UBS Group | 254k | $2.7M | -8% | Mar 2026 |
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| Bank of America Corporation | 168k | $1.8M | 100% | Mar 2026 |
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| Advisor Group Holdings | 124k | $1.3M | 25% | Mar 2026 |
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| Commonwealth Equity Services | 123k | $1.3M | -7% | Mar 2026 |
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| Cypress Wealth Services | 72k | $774k | 2% | Jun 2026 |
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| D.A. Davidson & Co. | 71k | $745k | 0% | Mar 2026 |
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| Ameriprise Financial | 60k | $621k | -10% | Mar 2026 |
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| Evoke Wealth | 58k | $607k | -3% | Mar 2026 |
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| Sanctuary Advisors | 56k | $584k | 0% | Mar 2026 |
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| Raymond James Financial | 48k | $503k | 0% | Mar 2026 |
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| Pacific Wealth Strategies Group | 46k | $501k | -30% | Jun 2026 |
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| Argyle Capital Partners | 46k | $482k | 0% | Mar 2026 |
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| Western Wealth Management | 45k | $465k | 100% | Mar 2026 |
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| Core Wealth Partners | 41k | $441k | 0% | Jun 2026 |
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| Wedbush Morgan Securities | 37k | $383k | 103% | Mar 2026 |
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| ProCore Advisors | 37k | $382k | 0% | Mar 2026 |
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| Vivaldi Capital Management | 35k | $361k | 0% | Mar 2026 |
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| Royal Bank of Canada | 34k | $359k | 100% | Mar 2026 |
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| Mirador Capital Partners | 29k | $316k | 149% | Jun 2026 |
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| Clay Northam Wealth Management | 29k | $304k | 0% | Mar 2026 |
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| Cetera Investment Advisers | 27k | $282k | 0% | Mar 2026 |
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| Kestra Advisory Services | 26k | $268k | 640% | Mar 2026 |
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| Creative Planning | 23k | $237k | -3% | Mar 2026 |
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| Vanguard Capital Wealth Advisors | 20k | $209k | -33% | Mar 2026 |
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| Marex Group | 19k | $194k | 100% | Mar 2026 |
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| NWF Advisory Services | 17k | $181k | 16% | Mar 2026 |
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| Savvy Advisors | 17k | $178k | 0% | Mar 2026 |
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| Everett Harris & Co | 16k | $168k | 0% | Mar 2026 |
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| Mariner Wealth Advisors | 16k | $166k | 21% | Mar 2026 |
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| Steel Peak Wealth Management | 16k | $171k | 0% | Jun 2026 |
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| Envestnet Asset Management | 16k | $164k | -39% | Mar 2026 |
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| Stifel Financial | 14k | $142k | 1% | Mar 2026 |
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| TCFG Investment Advisors | 14k | $145k | 0% | Jun 2026 |
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| Tcfg Wealth Management | 14k | $141k | 0% | Mar 2026 |
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| Kercheville Advisors | 13k | $136k | 0% | Mar 2026 |
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| RB Capital Management | 13k | $133k | 2% | Mar 2026 |
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| Taddei, Ludwig & Associates | 12k | $125k | 0% | Mar 2026 |
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| Independent Financial Group | 12k | $123k | 100% | Mar 2026 |
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| TriaGen Wealth Management | 10k | $108k | 0% | Mar 2026 |
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| Eclectic Associates | 10k | $111k | -22% | Jun 2026 |
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| Mather Group | 8.7k | $91k | 100% | Mar 2026 |
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| Hollencrest Securities | 5.2k | $54k | 0% | Mar 2026 |
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| International Assets Investment Management | 2.1k | $22k | 0% | Mar 2026 |
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| Rockefeller Capital Management | 1.5k | $16k | 0% | Mar 2026 |
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| Golden State Equity Partners | 1.0k | $10k | 100% | Mar 2026 |
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| NBT Bank | 874.00 | $9.1k | 0% | Mar 2026 |
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| Highline Wealth Partners | 400.00 | $4.2k | 100% | Mar 2026 |
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| Hanson McClain Advisors | 196.00 | $2.0k | 0% | Mar 2026 |
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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 |
|---|---|---|---|
| Jane Street | Dec 2025 | 27k | $302k |
| Kestra Private Wealth Services | Dec 2025 | 22k | $245k |
| Wealth Enhancement Advisory Services | Dec 2025 | 21k | $230k |
| Mission Wealth Management | Dec 2025 | 16k | $183k |
| Citadel Advisors | Dec 2025 | 14k | $150k |
| Susquehanna International | Dec 2025 | 13k | $140k |
| Cherry Tree Wealth Management | Dec 2025 | 1.6k | $18k |