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Invesco Van Kampen Cal Val Mun Inc Trust shares owned by First Foundation Advisors

Quarter-by-quarter ownership of Invesco Van Kampen Cal Val Mun Inc Trust (VCV) shares owned by First Foundation Advisors from 13F filings

Historical chart of First Foundation Advisors 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 First Foundation Advisors 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 First Foundation Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $114k 10k 10.94
2024-09-30 $114k 10k 10.89
2024-06-30 $109k 10k 10.42
2024-03-31 $104k 10k 9.96
2023-12-31 $102k 10k 9.80
2023-09-30 $88k 10k 8.43
2023-06-30 $100k 10k 9.58
2022-09-30 $373k 41k 9.00
2022-06-30 $438k 41k 10.57
2022-03-31 $406k 37k 11.08
2021-12-31 $557k 40k 13.90
2021-09-30 $1.2M 83k 13.80
2021-06-30 $2.3M 164k 13.91
2021-03-31 $2.0M 156k 12.79
2020-12-31 $2.3M 172k 13.23
2020-09-30 $2.5M 198k 12.49
2020-06-30 $2.5M 212k 11.68
2020-03-31 $2.4M 210k 11.33
2019-12-31 $2.6M 205k 12.82
2019-09-30 $2.4M 185k 12.82
2019-06-30 $1.7M 128k 12.94
2019-03-31 $1.6M 135k 12.15
2018-12-31 $747k 66k 11.30
2018-09-30 $1.1M 93k 11.70
2018-06-30 $1.2M 98k 11.80
2018-03-31 $1.1M 95k 11.67
2017-12-31 $1.1M 85k 12.58
2017-09-30 $914k 70k 13.13
2017-06-30 $825k 65k 12.64
2017-03-31 $755k 61k 12.33
2016-12-31 $474k 39k 12.14
2016-09-30 $217k 16k 13.77
2016-06-30 $261k 18k 14.60
2016-03-31 $248k 18k 13.87
2015-12-31 $237k 18k 13.25
2015-09-30 $127k 10k 12.58
2013-09-30 $204k 18k 11.21
2013-06-30 $194k 16k 12.07
2012-09-30 $205k 15k 14.04

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Top funds holding Invesco Van Kampen Cal Val Mun Inc Trust

Morgan Stanley
Guggenheim Capital, LLC Managers
Advisors Asset Management
Wells Fargo & Company
Hennion & Walsh Asset Management
UBS Group
Atria Wealth Solutions
Bank of America Corporation
Commonwealth Equity Services
LPL Financial
Ameriprise Financial
Pacific Wealth Strategies Group
Envestnet Asset Management
Baird Financial
Cypress Wealth Services

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