INVESCO CALIF VALUE MUN INC's ticker is VCV and the CUSIP is 46132H106. A total of 49 filers reported holding INVESCO CALIF VALUE MUN INC in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $300,000 | -3.5% | 23,500 | 0.0% | 0.02% | -5.6% |
| Q4 2020 | $311,000 | -22.4% | 23,500 | -27.0% | 0.02% | -40.0% |
| Q3 2020 | $401,000 | -7.6% | 32,181 | -13.4% | 0.03% | -11.8% |
| Q2 2020 | $434,000 | -20.4% | 37,181 | -22.7% | 0.03% | -32.0% |
| Q1 2020 | $545,000 | -11.5% | 48,096 | 0.0% | 0.05% | +16.3% |
| Q4 2019 | $616,000 | -50.1% | 48,096 | -50.1% | 0.04% | -52.7% |
| Q3 2019 | $1,234,000 | +70.4% | 96,447 | +72.7% | 0.09% | +82.0% |
| Q2 2019 | $724,000 | +6.9% | 55,851 | 0.0% | 0.05% | +6.4% |
| Q1 2019 | $677,000 | +7.3% | 55,851 | 0.0% | 0.05% | -6.0% |
| Q4 2018 | $631,000 | -3.5% | 55,851 | 0.0% | 0.05% | -2.0% |
| Q3 2018 | $654,000 | – | 55,851 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gerber Kawasaki Wealth & Investment Management | 210,856 | $5,927,000 | 0.61% |
| Pacific Wealth Strategies Group, Inc. | 76,025 | $1,058,000 | 0.40% |
| CERTUITY, LLC | 72,756 | $1,012,000 | 0.23% |
| RB Capital Management, LLC | 40,072 | $557,000 | 0.21% |
| JFS WEALTH ADVISORS, LLC | 100,201 | $1,394,000 | 0.21% |
| KWB Wealth | 67,387 | $862,000 | 0.16% |
| Hennion & Walsh Asset Management, Inc. | 214,186 | $2,979,000 | 0.16% |
| Vanguard Capital Wealth Advisors | 10,500 | $146,000 | 0.11% |
| Kercheville Advisors, LLC | 17,000 | $236,000 | 0.11% |
| HOLLENCREST CAPITAL MANAGEMENT | 85,028 | $1,183,000 | 0.11% |