INVESCO CALIF VALUE MUN INC's ticker is VCV and the CUSIP is 46132H106. A total of 49 filers reported holding INVESCO CALIF VALUE MUN INC in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $143,310 | -12.0% | 17,000 | 0.0% | 0.09% | -8.1% |
| Q2 2023 | $162,860 | -5.8% | 17,000 | 0.0% | 0.10% | -16.8% |
| Q1 2023 | $172,890 | +7.3% | 17,000 | 0.0% | 0.12% | +7.2% |
| Q4 2022 | $161,160 | +5.3% | 17,000 | 0.0% | 0.11% | -28.8% |
| Q3 2022 | $153,000 | -15.0% | 17,000 | 0.0% | 0.16% | +32.2% |
| Q2 2022 | $180,000 | -4.3% | 17,000 | 0.0% | 0.12% | +32.6% |
| Q1 2022 | $188,000 | -20.3% | 17,000 | 0.0% | 0.09% | -13.6% |
| Q4 2021 | $236,000 | +0.4% | 17,000 | 0.0% | 0.10% | -7.2% |
| Q3 2021 | $235,000 | -0.4% | 17,000 | 0.0% | 0.11% | +1.8% |
| Q2 2021 | $236,000 | +8.8% | 17,000 | 0.0% | 0.11% | 0.0% |
| Q1 2021 | $217,000 | -3.6% | 17,000 | 0.0% | 0.11% | -10.7% |
| Q4 2020 | $225,000 | – | 17,000 | – | 0.12% | – |
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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% |