EVERETT HARRIS & CO /CA/ - INVESCO CALIF VALUE MUN INC ownership

Quarter-by-quarter ownership
EVERETT HARRIS & CO /CA/ ownership history of INVESCO CALIF VALUE MUN INC
ValueSharesWeighting
Q3 2023$135,377
-12.0%
16,0590.0%0.00%0.0%
Q2 2023$153,845
-5.8%
16,0590.0%0.00%
-33.3%
Q1 2023$163,320
+7.4%
16,0590.0%0.00%0.0%
Q4 2022$152,000
+5.6%
16,0590.0%0.00%0.0%
Q3 2022$144,00016,0590.00%
Other shareholders
INVESCO CALIF VALUE MUN INC shareholders Q4 2023
NameSharesValueWeighting ↓
Clay Northam Wealth Management, LLC 34,914$369,0000.46%
Pacific Wealth Strategies Group, Inc. 29,786$315,0000.41%
JFS WEALTH ADVISORS, LLC 157,701$1,665,0000.18%
RB Capital Management, LLC 42,937$453,0000.17%
Running Point Capital Advisors, LLC 20,000$211,0000.14%
Vanguard Capital Wealth Advisors 10,000$105,0000.12%
Kercheville Advisors, LLC 17,000$180,0000.12%
KWB Wealth 53,874$569,0000.11%
HOLLENCREST CAPITAL MANAGEMENT 85,137$899,0000.10%
MKT Advisors LLC 11,670$126,0000.10%
View complete list of INVESCO CALIF VALUE MUN INC shareholders