INVESCO CALIF VALUE MUN INC's ticker is VCV and the CUSIP is 46132H106. A total of 48 filers reported holding INVESCO CALIF VALUE MUN INC in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,394,754 | +1.5% | 521,323 | +15.3% | 0.01% | -25.0% |
Q2 2023 | $4,330,328 | +14.5% | 452,018 | +21.5% | 0.01% | +14.3% |
Q1 2023 | $3,782,688 | +11.5% | 371,946 | +3.9% | 0.01% | 0.0% |
Q4 2022 | $3,393,000 | +42.7% | 357,887 | +35.3% | 0.01% | +40.0% |
Q3 2022 | $2,377,000 | -12.4% | 264,516 | +3.0% | 0.01% | -16.7% |
Q2 2022 | $2,713,000 | +109.7% | 256,865 | +119.9% | 0.01% | +100.0% |
Q1 2022 | $1,294,000 | -20.1% | 116,792 | +0.3% | 0.00% | 0.0% |
Q4 2021 | $1,619,000 | +32.6% | 116,434 | +31.5% | 0.00% | 0.0% |
Q3 2021 | $1,221,000 | -1.7% | 88,510 | -1.0% | 0.00% | 0.0% |
Q2 2021 | $1,242,000 | +19.4% | 89,376 | +10.0% | 0.00% | 0.0% |
Q1 2021 | $1,040,000 | +4.7% | 81,251 | +8.3% | 0.00% | 0.0% |
Q4 2020 | $993,000 | +5.0% | 75,031 | -1.0% | 0.00% | 0.0% |
Q3 2020 | $946,000 | +6.4% | 75,806 | -0.3% | 0.00% | 0.0% |
Q2 2020 | $889,000 | -28.7% | 76,035 | -30.9% | 0.00% | -40.0% |
Q1 2020 | $1,246,000 | – | 109,987 | – | 0.01% | – |
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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% |