Who owns Invesco Van Kampen Cal Val Mun Inc Trust?

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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 1.4M $15M 13% Jun 2026
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Guggenheim Capital, LLC Managers 1.0M $11M -14% Jun 2026
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Hennion & Walsh Asset Management 570k $6.2M 21% Jun 2026
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Wells Fargo & Company 557k $6.0M 2% Jun 2026
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LPL Financial 387k $4.2M 12% Jun 2026
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UBS Group 249k $2.7M -2% Jun 2026
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Bank of America Corporation 178k $1.9M 6% Jun 2026
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Advisor Group Holdings 149k $1.6M 20% Jun 2026
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Commonwealth Equity Services 125k $1.3M 2% Jun 2026
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Ameriprise Financial 78k $837k 30% Jun 2026
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Cypress Wealth Services 72k $774k 2% Jun 2026
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Wedbush Morgan Securities 71k $764k 93% Jun 2026
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D.A. Davidson & Co. 67k $727k -6% Jun 2026
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Sanctuary Advisors 61k $654k 8% Jun 2026
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MAI Wealth Advisors 58k $629k 100% Jun 2026
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Pacific Wealth Strategies Group 46k $501k -30% Jun 2026
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Western Wealth Management 45k $485k 1% Jun 2026
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Raymond James Financial 45k $483k -7% Jun 2026
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Core Wealth Partners 41k $441k 0% Jun 2026
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Argyle Capital Partners 40k $436k -13% Jun 2026
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ProCore Advisors 37k $395k 0% Jun 2026
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Kestra Advisory Services 36k $391k 41% Jun 2026
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Royal Bank of Canada 34k $367k -1% Jun 2026
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Mirador Capital Partners 29k $316k 149% Jun 2026
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Clay Northam Wealth Management 29k $315k 0% Jun 2026
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Rockefeller Capital Management 27k $292k 1696% Jun 2026
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Cetera Investment Advisers 27k $292k 0% Jun 2026
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Jane Street 27k $288k 100% Jun 2026
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Stratos Wealth Partners 25k $267k 100% Jun 2026
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Creative Planning 23k $245k 0% Jun 2026
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Stifel Financial 21k $226k 54% Jun 2026
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Vanguard Capital Wealth Advisors 20k $216k 0% Jun 2026
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XTX Topco 19k $206k 100% Jun 2026
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NWF Advisory Services 18k $198k 6% Jun 2026
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Savvy Advisors 17k $184k 0% Jun 2026
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Everett Harris & Co 16k $173k 0% Jun 2026
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Envestnet Asset Management 16k $172k 2% Jun 2026
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Steel Peak Wealth Management 16k $171k 0% Jun 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 $140k 0% Jun 2026
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RB Capital Management 13k $140k 2% Jun 2026
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Taddei, Ludwig & Associates 12k $129k 0% Jun 2026
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Youngs Advisory 12k $128k 100% Jun 2026
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TriaGen Wealth Management 10k $111k 0% Jun 2026
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Eclectic Associates 10k $111k -22% Jun 2026
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Mather Group 8.7k $94k 0% Jun 2026
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Us Bancorp 8.7k $94k -9% Jun 2026
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Hollencrest Securities 5.2k $56k 0% Jun 2026
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Integrated Wealth Concepts 3.8k $41k 100% Jun 2026
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International Assets Investment Management 2.1k $23k 0% Jun 2026
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Jpmorgan Chase & Co 1.5k $16k 100% Jun 2026
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Highline Wealth Partners 400.00 $4.3k 0% Jun 2026
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Institute For Wealth Management 200.00 $2.2k 100% Jun 2026
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Hanson McClain Advisors 196.00 $2.1k 0% Jun 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
Evoke Wealth Mar 2026 58k $607k
Vivaldi Capital Management Mar 2026 35k $361k
Marex Group Mar 2026 19k $194k
Mariner Wealth Advisors Mar 2026 16k $166k
Independent Financial Group Mar 2026 12k $123k
Cherry Tree Wealth Management Dec 2025 1.6k $18k
SageView Advisory Group Dec 2025 1.0k $12k
Golden State Equity Partners Mar 2026 1.0k $10k
NBT Bank Mar 2026 874.00 $9.1k