Invesco CA VAL Muni Inc TR (VCV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Sort by

Hennion & Walsh Asset Management, Inc.

INCREASED

Shares634,411 from 570,385

Change+64,026 (+11%)

Value$5.7M (-$457.4K)

Filed 2026-10-13

LPL Financial LLC

INCREASED

Shares415,352 from 386,994

Change+28,358 (+7%)

Value$3.7M (-$445.8K)

Filed 2026-11-06

Commonwealth Equity Services, LLC

DECREASED

Shares123,875 from 125,105

Change-1,230 (-1%)

Value$1.1M (-$237.5K)

Filed 2026-11-02

D.A. Davidson & Co.

INCREASED

Shares78,945 from 67,399

Change+11,546 (+17%)

Value$708.9K (-$18.3K)

Filed 2026-10-28

Wedbush Securities Inc

INCREASED

Shares77,201 from 70,801

Change+6,400 (+9%)

Value$693 (-$763.3K)

Filed 2026-10-22

Argyle Capital Partners, LLC

INCREASED

Shares56,664 from 40,364

Change+16,300 (+40%)

Value$508.8K (+$73.3K)

Filed 2026-10-23

Kestra Advisory Services, LLC

INCREASED

Shares55,602 from 36,214

Change+19,388 (+54%)

Value$499.3K (+$108.6K)

Filed 2026-11-02

Cypress Wealth Services, LLC

DECREASED

Shares47,077 from 71,687

Change-24,610 (-34%)

Value$421.3K (-$352.2K)

Filed 2026-10-21

Pacific Wealth Strategies Group, Inc.

DECREASED

Shares42,848 from 46,420

Change-3,572 (-8%)

Value$384.8K (-$116.1K)

Filed 2026-11-02

Core Wealth Partners LLC

UNCHANGED

Shares40,866 from 40,866

Change0 (0%)

Value$367.0K (-$74.0K)

Filed 2026-11-02

ProCore Advisors, LLC

UNCHANGED

Shares36,574 from 36,574

Change0 (0%)

Value$328.4K (-$66.2K)

Filed 2026-10-14

Clay Northam Wealth Management, LLC

DECREASED

Shares28,770 from 29,211

Change-441 (-2%)

Value$258.4K (-$56.8K)

Filed 2026-10-13

Creative Planning

INCREASED

Shares25,204 from 22,704

Change+2,500 (+11%)

Value$226.3K (-$18.6K)

Filed 2026-11-02

Vanguard Capital Wealth Advisors

UNCHANGED

Shares20,000 from 20,000

Change0 (0%)

Value$179.6K (-$36.2K)

Filed 2026-10-16

SteelPeak Wealth, LLC

INCREASED

Shares18,114 from 15,800

Change+2,314 (+15%)

Value$162.7K (-$7.8K)

Filed 2026-10-16

Everett Harris & Co

UNCHANGED

Shares16,059 from 16,059

Change0 (0%)

Value$144.2K (-$29.1K)

Filed 2026-10-28

Tcfg Investment Advisors, LLC

DECREASED

Shares13,181 from 13,456

Change-275 (-2%)

Value$118.4K (-$26.8K)

Filed 2026-10-20

Kercheville Advisors, LLC

UNCHANGED

Shares13,000 from 13,000

Change0 (0%)

Value$116.7K (-$23.5K)

Filed 2026-10-19

Tiller Private Wealth, Inc.

INCREASED

Shares12,379 from 11,894

Change+485 (+4%)

Value$111.2K (-$17.2K)

Filed 2026-10-26

WestHill Financial Advisors, Inc.

UNCHANGED

Shares11,925 from 11,925

Change0 (0%)

Value$107.1K (-$21.6K)

Filed 2026-10-14

Mirador Capital Partners LP

DECREASED

Shares11,780 from 29,280

Change-17,500 (-60%)

Value$105.8K (-$210.1K)

Filed 2026-10-09

Sovran Advisors, LLC

NEW

Shares11,200

Change+11,200

Value$103.6K

Filed 2026-11-02

Plancorp, LLC

NEW

Shares10,664

Change+10,664

Value$98.7K

Filed 2026-11-03

TriaGen Wealth Management LLC

UNCHANGED

Shares10,300 from 10,300

Change0 (0%)

Value$92.5K (-$18.6K)

Filed 2026-10-14

Eclectic Associates Inc

UNCHANGED

Shares10,254 from 10,254

Change0 (0%)

Value$92.1K (-$18.6K)

Filed 2026-10-09

Mather Group, Llc.

INCREASED

Shares9,411 from 8,739

Change+672 (+8%)

Value$84.5K (-$9.8K)

Filed 2026-10-14

US Bancorp \de\

UNCHANGED

Shares8,700 from 8,700

Change0 (0%)

Value$78.1K (-$15.7K)

Filed 2026-11-05

Ascentis Independent Advisors

NEW

Shares1,000

Change+1,000

Value$9.0K

Filed 2026-11-03

Highline Wealth Partners LLC

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$3.6K (-$724)

Filed 2026-10-19

Allworth Financial LP

UNCHANGED

Shares196 from 196

Change0 (0%)

Value$2.1K ($0)

Filed 2026-11-06

NWF Advisory Services Inc.

CLOSED

Shares0 from 18,300

Change-18,300 (-100%)

Value$0 (-$197.5K)

Filed 2026-10-19

International Assets Investment Management, LLC

CLOSED

Shares0 from 2,100

Change-2,100 (-100%)

Value$0 (-$22.7K)

Filed 2026-11-02

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 200

Change-200 (-100%)

Value$0 (-$2.2K)

Filed 2026-11-06

Morgan Stanley

N/A

Shares— from 2,846,292

Change-2,846,292 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 1,388,219

Change-1,388,219 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 1,001,083

Change-1,001,083 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 556,462

Change-556,462 (-100%)

Value—

UBS Group AG

N/A

Shares— from 249,069

Change-249,069 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 177,619

Change-177,619 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 149,155

Change-149,155 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 77,551

Change-77,551 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 60,649

Change-60,649 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 58,247

Change-58,247 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 44,908

Change-44,908 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 44,722

Change-44,722 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 34,040

Change-34,040 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 27,049

Change-27,049 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 27,026

Change-27,026 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 26,641

Change-26,641 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 24,700

Change-24,700 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 20,958

Change-20,958 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 19,069

Change-19,069 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 17,030

Change-17,030 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 15,972

Change-15,972 (-100%)

Value—

RB Capital Management, LLC

N/A

Shares— from 12,943

Change-12,943 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 5,166

Change-5,166 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,450

Change-1,450 (-100%)

Value—

	Status
Hennion & Walsh Asset Management, Inc.	INCREASED	634,411	570,385	+64,026	+11%	$6.2M	$5.7M	-$457.4K	2026-10-13
LPL Financial LLC	INCREASED	415,352	386,994	+28,358	+7%	$4.2M	$3.7M	-$445.8K	2026-11-06
Commonwealth Equity Services, LLC	DECREASED	123,875	125,105	-1,230	-1%	$1.3M	$1.1M	-$237.5K	2026-11-02
D.A. Davidson & Co.	INCREASED	78,945	67,399	+11,546	+17%	$727.2K	$708.9K	-$18.3K	2026-10-28
Wedbush Securities Inc	INCREASED	77,201	70,801	+6,400	+9%	$764.0K	$693	-$763.3K	2026-10-22
Argyle Capital Partners, LLC	INCREASED	56,664	40,364	+16,300	+40%	$435.5K	$508.8K	+$73.3K	2026-10-23
Kestra Advisory Services, LLC	INCREASED	55,602	36,214	+19,388	+54%	$390.8K	$499.3K	+$108.6K	2026-11-02
Cypress Wealth Services, LLC	DECREASED	47,077	71,687	-24,610	-34%	$773.5K	$421.3K	-$352.2K	2026-10-21
Pacific Wealth Strategies Group, Inc.	DECREASED	42,848	46,420	-3,572	-8%	$500.9K	$384.8K	-$116.1K	2026-11-02
Core Wealth Partners LLC	UNCHANGED	40,866	40,866	0	0%	$440.9K	$367.0K	-$74.0K	2026-11-02
ProCore Advisors, LLC	UNCHANGED	36,574	36,574	0	0%	$394.6K	$328.4K	-$66.2K	2026-10-14
Clay Northam Wealth Management, LLC	DECREASED	28,770	29,211	-441	-2%	$315.2K	$258.4K	-$56.8K	2026-10-13
Creative Planning	INCREASED	25,204	22,704	+2,500	+11%	$245.0K	$226.3K	-$18.6K	2026-11-02
Vanguard Capital Wealth Advisors	UNCHANGED	20,000	20,000	0	0%	$215.8K	$179.6K	-$36.2K	2026-10-16
SteelPeak Wealth, LLC	INCREASED	18,114	15,800	+2,314	+15%	$170.5K	$162.7K	-$7.8K	2026-10-16
Everett Harris & Co	UNCHANGED	16,059	16,059	0	0%	$173.3K	$144.2K	-$29.1K	2026-10-28
Tcfg Investment Advisors, LLC	DECREASED	13,181	13,456	-275	-2%	$145.2K	$118.4K	-$26.8K	2026-10-20
Kercheville Advisors, LLC	UNCHANGED	13,000	13,000	0	0%	$140.3K	$116.7K	-$23.5K	2026-10-19
Tiller Private Wealth, Inc.	INCREASED	12,379	11,894	+485	+4%	$128.3K	$111.2K	-$17.2K	2026-10-26
WestHill Financial Advisors, Inc.	UNCHANGED	11,925	11,925	0	0%	$128.7K	$107.1K	-$21.6K	2026-10-14
Mirador Capital Partners LP	DECREASED	11,780	29,280	-17,500	-60%	$315.9K	$105.8K	-$210.1K	2026-10-09
Sovran Advisors, LLC	NEW	11,200	—	+11,200	—	—	$103.6K	—	2026-11-02
Plancorp, LLC	NEW	10,664	—	+10,664	—	—	$98.7K	—	2026-11-03
TriaGen Wealth Management LLC	UNCHANGED	10,300	10,300	0	0%	$111.1K	$92.5K	-$18.6K	2026-10-14
Eclectic Associates Inc	UNCHANGED	10,254	10,254	0	0%	$110.6K	$92.1K	-$18.6K	2026-10-09
Mather Group, Llc.	INCREASED	9,411	8,739	+672	+8%	$94.3K	$84.5K	-$9.8K	2026-10-14
US Bancorp \de\	UNCHANGED	8,700	8,700	0	0%	$93.9K	$78.1K	-$15.7K	2026-11-05
Ascentis Independent Advisors	NEW	1,000	—	+1,000	—	—	$9.0K	—	2026-11-03
Highline Wealth Partners LLC	UNCHANGED	400	400	0	0%	$4.3K	$3.6K	-$724	2026-10-19
Allworth Financial LP	UNCHANGED	196	196	0	0%	$2.1K	$2.1K	$0	2026-11-06
NWF Advisory Services Inc.	CLOSED	0	18,300	-18,300	-100%	$197.5K	$0	-$197.5K	2026-10-19
International Assets Investment Management, LLC	CLOSED	0	2,100	-2,100	-100%	$22.7K	$0	-$22.7K	2026-11-02
Institute for Wealth Management, Llc.	CLOSED	0	200	-200	-100%	$2.2K	$0	-$2.2K	2026-11-06
Morgan Stanley	N/A	—	2,846,292	-2,846,292	-100%	$30.7M	—	—	—
Advisors Asset Management, Inc.	N/A	—	1,388,219	-1,388,219	-100%	$15.0M	—	—	—
Guggenheim Capital LLC	N/A	—	1,001,083	-1,001,083	-100%	$10.8M	—	—	—
Wells Fargo & Company	N/A	—	556,462	-556,462	-100%	$6.0M	—	—	—
UBS Group AG	N/A	—	249,069	-249,069	-100%	$2.7M	—	—	—
Bank of America Corp	N/A	—	177,619	-177,619	-100%	$1.9M	—	—	—
Osaic Holdings, Inc.	N/A	—	149,155	-149,155	-100%	$1.6M	—	—	—
Ameriprise Financial Inc	N/A	—	77,551	-77,551	-100%	$836.8K	—	—	—
Sanctuary Advisors, LLC	N/A	—	60,649	-60,649	-100%	$654.4K	—	—	—
MAI Capital Management	N/A	—	58,247	-58,247	-100%	$628.5K	—	—	—
Western Wealth Management, LLC	N/A	—	44,908	-44,908	-100%	$484.6K	—	—	—
Raymond James Financial Inc	N/A	—	44,722	-44,722	-100%	$482.6K	—	—	—
Royal Bank of Canada	N/A	—	34,040	-34,040	-100%	$367.0K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	27,049	-27,049	-100%	$291.9K	—	—	—
Cetera Investment Advisers	N/A	—	27,026	-27,026	-100%	$291.6K	—	—	—
Jane Street Group, LLC	N/A	—	26,641	-26,641	-100%	$287.5K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	24,700	-24,700	-100%	$266.5K	—	—	—
Stifel Financial Corp	N/A	—	20,958	-20,958	-100%	$226.1K	—	—	—
XTX Topco Ltd	N/A	—	19,069	-19,069	-100%	$205.8K	—	—	—
Savvy Advisors, Inc.	N/A	—	17,030	-17,030	-100%	$183.8K	—	—	—
Envestnet Asset Management Inc	N/A	—	15,972	-15,972	-100%	$172.3K	—	—	—
RB Capital Management, LLC	N/A	—	12,943	-12,943	-100%	$139.7K	—	—	—
Hollencrest Capital Management	N/A	—	5,166	-5,166	-100%	$55.7K	—	—	—
JPMorgan Chase & Co	N/A	—	1,450	-1,450	-100%	$15.6K	—	—	—

Showing 57 of 57 institutions