FIRST FOUNDATION ADVISORS - INVESCO CALIF VALUE MUN INC ownership

INVESCO CALIF VALUE MUN INC's ticker is VCV and the CUSIP is 46132H106. A total of 47 filers reported holding INVESCO CALIF VALUE MUN INC in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
FIRST FOUNDATION ADVISORS ownership history of INVESCO CALIF VALUE MUN INC
ValueSharesWeighting
Q3 2023$88,060
-12.0%
10,4460.0%0.00%0.0%
Q2 2023$100,073
-73.2%
10,446
-74.8%
0.00%
-77.8%
Q3 2022$373,000
-14.8%
41,4460.0%0.02%
-5.3%
Q2 2022$438,000
+7.9%
41,446
+13.1%
0.02%
+26.7%
Q1 2022$406,000
-27.1%
36,634
-8.6%
0.02%
-21.1%
Q4 2021$557,000
-51.6%
40,066
-52.0%
0.02%
-55.8%
Q3 2021$1,151,000
-49.4%
83,419
-49.0%
0.04%
-51.1%
Q2 2021$2,275,000
+14.1%
163,530
+4.9%
0.09%
+2.3%
Q1 2021$1,994,000
-12.4%
155,881
-9.4%
0.09%
-14.9%
Q4 2020$2,276,000
-7.8%
172,001
-13.0%
0.10%
-12.2%
Q3 2020$2,469,000
-0.2%
197,704
-6.6%
0.12%
-10.2%
Q2 2020$2,474,000
+4.1%
211,785
+1.0%
0.13%
-12.3%
Q1 2020$2,376,000
-9.7%
209,690
+2.2%
0.15%
+12.3%
Q4 2019$2,630,000
+11.0%
205,118
+11.0%
0.13%
+3.2%
Q3 2019$2,369,000
+43.1%
184,822
+44.5%
0.13%
+35.5%
Q2 2019$1,655,000
+1.3%
127,931
-4.9%
0.09%
-4.1%
Q1 2019$1,634,000
+118.7%
134,479
+103.5%
0.10%
+106.4%
Q4 2018$747,000
-31.1%
66,086
-28.7%
0.05%
-21.7%
Q3 2018$1,084,000
-6.1%
92,683
-5.3%
0.06%
-11.8%
Q2 2018$1,155,000
+4.1%
97,890
+3.0%
0.07%
+9.7%
Q1 2018$1,109,000
+4.1%
95,065
+12.3%
0.06%
+8.8%
Q4 2017$1,065,000
+16.5%
84,677
+21.6%
0.06%
+9.6%
Q3 2017$914,000
+10.8%
69,633
+6.7%
0.05%
+6.1%
Q2 2017$825,000
+9.3%
65,286
+6.6%
0.05%
+4.3%
Q1 2017$755,000
+59.3%
61,244
+56.9%
0.05%
+51.6%
Q4 2016$474,000
+118.4%
39,046
+147.8%
0.03%
+106.7%
Q3 2016$217,000
-16.9%
15,760
-11.9%
0.02%
-21.1%
Q2 2016$261,000
+5.2%
17,8810.0%0.02%
+5.6%
Q1 2016$248,000
+4.6%
17,8810.0%0.02%
+12.5%
Q4 2015$237,000
+86.6%
17,881
+77.1%
0.02%
+60.0%
Q3 2015$127,000
-37.7%
10,095
-44.5%
0.01%
-68.8%
Q3 2013$204,000
+5.2%
18,193
+13.2%
0.03%
-15.8%
Q2 2013$194,00016,0720.04%
Other shareholders
INVESCO CALIF VALUE MUN INC shareholders Q4 2020
NameSharesValueWeighting ↓
ROBINSON CAPITAL MANAGEMENT, LLC 131,585$1,462,0001.00%
Logan Stone Capital, LLC 59,369$658,0000.47%
Pacific Wealth Strategies Group, Inc. 74,548$826,0000.35%
KWB Wealth 67,583$940,0000.16%
RB Capital Management, LLC 42,559$472,0000.15%
JFS WEALTH ADVISORS, LLC 135,201$1,498,0000.14%
Running Point Capital Advisors, LLC 20,000$222,0000.13%
Hennion & Walsh Asset Management, Inc. 170,562$1,890,0000.10%
MKT Advisors LLC 11,670$119,0000.09%
Kercheville Advisors, LLC 17,000$188,0000.09%
View complete list of INVESCO CALIF VALUE MUN INC shareholders