INVESCO CALIF VALUE MUN INC's ticker is VCV and the CUSIP is 46132H106. A total of 61 filers reported holding INVESCO CALIF VALUE MUN INC in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,646,447 | +27.5% | 551,180 | +44.9% | 1.27% | +2.9% |
| Q2 2023 | $3,642,852 | -21.1% | 380,256 | -16.3% | 1.24% | -32.4% |
| Q1 2023 | $4,618,950 | +5.1% | 454,174 | -2.0% | 1.83% | +11.3% |
| Q4 2022 | $4,394,672 | +421.9% | 463,573 | +395.0% | 1.64% | +196.4% |
| Q3 2022 | $842,000 | +28.0% | 93,652 | +57.7% | 0.55% | +16.9% |
| Q1 2022 | $658,000 | – | 59,369 | – | 0.47% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clay Northam Wealth Management, LLC | 34,914 | $369,000 | 0.46% |
| Pacific Wealth Strategies Group, Inc. | 29,786 | $315,000 | 0.41% |
| JFS WEALTH ADVISORS, LLC | 157,701 | $1,665,000 | 0.18% |
| RB Capital Management, LLC | 42,937 | $453,000 | 0.17% |
| Running Point Capital Advisors, LLC | 20,000 | $211,000 | 0.14% |
| Vanguard Capital Wealth Advisors | 10,000 | $105,000 | 0.12% |
| Kercheville Advisors, LLC | 17,000 | $180,000 | 0.12% |
| KWB Wealth | 53,874 | $569,000 | 0.11% |
| HOLLENCREST CAPITAL MANAGEMENT | 85,137 | $899,000 | 0.10% |
| MKT Advisors LLC | 11,670 | $126,000 | 0.10% |