INVESCO CALIF VALUE MUN INC's ticker is VCV and the CUSIP is 46132H106. A total of 62 filers reported holding INVESCO CALIF VALUE MUN INC in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $118,943 | +2.7% | 11,942 | +1.1% | 0.00% | 0.0% |
| Q4 2023 | $115,785 | +17.0% | 11,815 | +0.7% | 0.00% | 0.0% |
| Q3 2023 | $98,934 | -12.0% | 11,736 | 0.0% | 0.00% | -20.0% |
| Q2 2023 | $112,431 | -5.8% | 11,736 | 0.0% | 0.01% | -16.7% |
| Q1 2023 | $119,355 | +7.3% | 11,736 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $111,257 | +5.0% | 11,736 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $106,000 | -14.5% | 11,736 | 0.0% | 0.01% | -14.3% |
| Q2 2022 | $124,000 | – | 11,736 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MARINER INVESTMENT GROUP LLC | 121,300 | $1,473,000 | 0.79% |
| JFS WEALTH ADVISORS, LLC | 235,030 | $2,853,000 | 0.77% |
| DOLIVER ADVISORS, LP | 49,590 | $602,000 | 0.51% |
| RB Capital Management, LLC | 38,054 | $462,000 | 0.46% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 215,190 | $2,612,000 | 0.36% |
| Edge Wealth Management LLC | 47,000 | $571,000 | 0.22% |
| Shamrock Asset Management LLC | 25,858 | $314,000 | 0.19% |
| TCI Wealth Advisors, Inc. | 24,841 | $302,000 | 0.16% |
| Diligent Investors, LLC | 14,327 | $174,000 | 0.14% |
| Pacific Wealth Strategies Group, Inc. | 10,000 | $121,000 | 0.12% |