INVESCO CALIF VALUE MUN INC's ticker is VCV and the CUSIP is 46132H106. A total of 60 filers reported holding INVESCO CALIF VALUE MUN INC in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $14,000 | -6.7% | 1,315 | 0.0% | 0.00% | – |
| Q1 2022 | $15,000 | -16.7% | 1,315 | 0.0% | 0.00% | – |
| Q4 2021 | $18,000 | 0.0% | 1,315 | 0.0% | 0.00% | – |
| Q3 2021 | $18,000 | 0.0% | 1,315 | 0.0% | 0.00% | – |
| Q2 2021 | $18,000 | +5.9% | 1,315 | 0.0% | 0.00% | – |
| Q1 2021 | $17,000 | 0.0% | 1,315 | 0.0% | 0.00% | – |
| Q4 2020 | $17,000 | +6.2% | 1,315 | 0.0% | 0.00% | – |
| Q3 2020 | $16,000 | +6.7% | 1,315 | 0.0% | 0.00% | – |
| Q2 2020 | $15,000 | 0.0% | 1,315 | 0.0% | 0.00% | – |
| Q1 2020 | $15,000 | +275.0% | 1,315 | +350.3% | 0.00% | – |
| Q1 2019 | $4,000 | +33.3% | 292 | 0.0% | 0.00% | – |
| Q4 2018 | $3,000 | -85.7% | 292 | -83.8% | 0.00% | – |
| Q3 2018 | $21,000 | -41.7% | 1,800 | -40.7% | 0.00% | – |
| Q2 2018 | $36,000 | +2.9% | 3,036 | 0.0% | 0.00% | – |
| Q1 2018 | $35,000 | -55.1% | 3,036 | -51.2% | 0.00% | – |
| Q4 2017 | $78,000 | -4.9% | 6,219 | 0.0% | 0.00% | -100.0% |
| Q3 2017 | $82,000 | +3.8% | 6,219 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $79,000 | +2.6% | 6,219 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $77,000 | +6.9% | 6,219 | +4.9% | 0.00% | 0.0% |
| Q4 2016 | $72,000 | – | 5,927 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JFS WEALTH ADVISORS, LLC | 210,001 | $2,692,000 | 0.66% |
| CERTUITY, LLC | 72,756 | $933,000 | 0.45% |
| Pacific Wealth Strategies Group, Inc. | 50,677 | $650,000 | 0.36% |
| RB Capital Management, LLC | 41,503 | $534,000 | 0.30% |
| Chapwood Capital Investment Management, LLC | 19,047 | $244,000 | 0.24% |
| Vanguard Capital Wealth Advisors | 10,500 | $134,000 | 0.14% |
| FIRST FOUNDATION ADVISORS | 205,118 | $2,630,000 | 0.13% |
| Apriem Advisors | 16,354 | $447,000 | 0.09% |
| Mirador Capital Partners LP | 16,347 | $210,000 | 0.08% |
| WEDBUSH SECURITIES INC | 70,264 | $901,000 | 0.08% |