VCV

INVESCO CALIF VALUE MUN INCO

Institutional Ownership · Q4 2025

Filing: Q4 2025

INVESCO CALIF VALUE MUN INCO (VCV) is held by 54 institutional investors with combined holdings of $87M. Major holders include MORGAN STANLEY, Advisors Asset Management, GUGGENHEIM CAPITAL LLC.

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Institutional Holders

Total Value

$86.9M

Ownership %

16.1%

🏦 Top Institutional Holders

Advisors Asset Management, Inc.

1.2M shares

$12.8M

2.37% ownership

GUGGENHEIM CAPITAL LLC

1.1M shares

$12.1M

2.24% ownership

WELLS FARGO & COMPANY/MN

622.8K shares

$6.9M

1.28% ownership

Hennion & Walsh Asset Management, Inc.

435.4K shares

$4.8M

0.90% ownership

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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