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Invesco Van Kampen Cal Val Mun Inc Trust shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of Invesco Van Kampen Cal Val Mun Inc Trust (VCV) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in Invesco Van Kampen Cal Val Mun Inc Trust

Tip: Access up to 7 years of quarterly data

All positions including Invesco Van Kampen Cal Val Mun Inc Trust held by Cherry Tree Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Van Kampen Cal Val Mun Inc Trust by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $18k 1.6k 10.89
2024-06-30 $17k 1.6k 10.42
2024-03-31 $16k 1.6k 9.96
2023-12-31 $16k 1.6k 9.80
2023-09-30 $14k 1.6k 8.43
2023-06-30 $16k 1.6k 9.58

More positions owned by Cherry Tree Wealth Management

Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Fundamental Intl (FNDF)

View all positions for Cherry Tree Wealth Management

Top funds holding Invesco Van Kampen Cal Val Mun Inc Trust

Saba Capital Management
Morgan Stanley
Guggenheim Capital, LLC Managers
Advisors Asset Management
Wells Fargo & Company
Hennion & Walsh Asset Management
CNH Partners
Bank of America Corporation
Atria Wealth Solutions
Robinson Capital Management
Commonwealth Equity Services
LPL Financial
Pacific Wealth Strategies Group
Evoke Wealth
Royal Bank of Canada

View all funds holding Invesco Van Kampen Cal Val Mun Inc Trust