INVESCO CALIF VALUE MUN INC's ticker is VCV and the CUSIP is 46132H106. A total of 57 filers reported holding INVESCO CALIF VALUE MUN INC in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $323,854 | +33.7% | 31,080 | +27.8% | 0.11% | +32.6% |
| Q1 2024 | $242,167 | +98.9% | 24,314 | +95.7% | 0.09% | +91.1% |
| Q4 2023 | $121,755 | +66.8% | 12,424 | +107.1% | 0.04% | +66.7% |
| Q1 2019 | $73,000 | +7.4% | 6,000 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $68,000 | -38.2% | 6,000 | -33.3% | 0.03% | -55.7% |
| Q3 2014 | $110,000 | +77.4% | 9,000 | +80.0% | 0.06% | +74.3% |
| Q2 2014 | $62,000 | +5.1% | 5,000 | 0.0% | 0.04% | 0.0% |
| Q1 2014 | $59,000 | +3.5% | 5,000 | 0.0% | 0.04% | +9.4% |
| Q4 2013 | $57,000 | – | 5,000 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pacific Wealth Strategies Group, Inc. | 76,025 | $972,000 | 0.41% |
| JFS WEALTH ADVISORS, LLC | 108,101 | $1,383,000 | 0.28% |
| CERTUITY, LLC | 72,756 | $931,000 | 0.25% |
| RB Capital Management, LLC | 42,870 | $548,000 | 0.24% |
| Hennion & Walsh Asset Management, Inc. | 255,432 | $3,267,000 | 0.20% |
| KWB Wealth | 67,387 | $862,000 | 0.16% |
| Vanguard Capital Wealth Advisors | 10,500 | $135,450,000 | 0.12% |
| Kercheville Advisors, LLC | 17,000 | $217,000 | 0.11% |
| HOLLENCREST CAPITAL MANAGEMENT | 85,002 | $1,087,000 | 0.10% |
| McCarthy Asset Management, Inc. | 9,814 | $126,000 | 0.10% |