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Invesco PA VAL Muni Inc (VPV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares92,147 from 74,153
Change+17,994 (+24%)
Value$966.6K (+$127.2K)
Filed 2026-11-06
Confluence Wealth Services, Inc.
DECREASED
Shares56,188 from 61,438
Change-5,250 (-9%)
Value$589.4K (-$106.1K)
Filed 2026-11-05
PNC Financial Services Group, Inc.
INCREASED
Shares50,280 from 48,083
Change+2,197 (+5%)
Value$527.4K (-$16.9K)
Filed 2026-11-06
BLB&B Advisors, LLC
UNCHANGED
Shares20,086 from 20,086
Change0 (0%)
Value$210.7K (-$16.7K)
Filed 2026-10-27
Brandywine OAK Private Wealth LLC
UNCHANGED
Shares15,768 from 15,768
Change0 (0%)
Value$165.4K (-$13.1K)
Filed 2026-10-23
Commonwealth Equity Services, LLC
INCREASED
Shares15,042 from 15,032
Change+10 (+0%)
Value$157.8K (-$12.4K)
Filed 2026-11-02
River Street Advisors LLC
UNCHANGED
Shares11,571 from 11,571
Change0 (0%)
Value$121.4K (-$9.6K)
Filed 2026-10-22
Farther Finance Advisors, LLC
UNCHANGED
Shares11,150 from 11,150
Change0 (0%)
Value$117.0K (-$9.3K)
Filed 2026-10-08
Kennedy Investment Group, Inc.
INCREASED
Shares11,123 from 10,920
Change+203 (+2%)
Value$116.7K (-$6.9K)
Filed 2026-10-21
Breakwater Capital Group
NEW
Shares10,419
Change+10,419
Value$109.3K
Filed 2026-10-09
Kercheville Advisors, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$104.9K (-$8.3K)
Filed 2026-10-19
Stone House Investment Management, LLC
NEW
Shares1,027
Change+1,027
Value$10.8K
Filed 2026-10-23
EverSource Wealth Advisors, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$10.5K (-$830)
Filed 2026-11-04
Highline Wealth Partners LLC
DECREASED
Shares300 from 600
Change-300 (-50%)
Value$3.1K (-$3.6K)
Filed 2026-10-19
Founders Capital Management
CLOSED
Shares0 from 5,000
Change-5,000 (-100%)
Value$0 (-$56.6K)
Filed 2026-10-13
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$2.3K)
Filed 2026-11-06
Morgan Stanley
N/A
Shares— from 234,988
Change-234,988 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 83,806
Change-83,806 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 75,849
Change-75,849 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 62,553
Change-62,553 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 58,433
Change-58,433 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 47,552
Change-47,552 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 41,638
Change-41,638 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 38,876
Change-38,876 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 34,989
Change-34,989 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 23,204
Change-23,204 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 22,327
Change-22,327 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 22,030
Change-22,030 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 19,351
Change-19,351 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 17,633
Change-17,633 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 16,422
Change-16,422 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 14,775
Change-14,775 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 13,388
Change-13,388 (-100%)
Value—
UBS Group AG
N/A
Shares— from 13,288
Change-13,288 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 13,128
Change-13,128 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 12,900
Change-12,900 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 12,522
Change-12,522 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 4,056
Change-4,056 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 3,973
Change-3,973 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,612
Change-1,612 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 40
Change-40 (-100%)
Value—
Status
LPL Financial LLC
INCREASED92,14774,153+17,994+24%$839.4K$966.6K+$127.2K2026-11-06
Confluence Wealth Services, Inc.
DECREASED56,18861,438-5,250-9%$695.5K$589.4K-$106.1K2026-11-05
PNC Financial Services Group, Inc.
INCREASED50,28048,083+2,197+5%$544.3K$527.4K-$16.9K2026-11-06
BLB&B Advisors, LLC
UNCHANGED20,08620,08600%$227.4K$210.7K-$16.7K2026-10-27
Brandywine OAK Private Wealth LLC
UNCHANGED15,76815,76800%$178.5K$165.4K-$13.1K2026-10-23
Commonwealth Equity Services, LLC
INCREASED15,04215,032+10+0%$170.2K$157.8K-$12.4K2026-11-02
River Street Advisors LLC
UNCHANGED11,57111,57100%$131.0K$121.4K-$9.6K2026-10-22
Farther Finance Advisors, LLC
UNCHANGED11,15011,15000%$126.2K$117.0K-$9.3K2026-10-08
Kennedy Investment Group, Inc.
INCREASED11,12310,920+203+2%$123.6K$116.7K-$6.9K2026-10-21
Breakwater Capital Group
NEW10,419—+10,419——$109.3K—2026-10-09
Kercheville Advisors, LLC
UNCHANGED10,00010,00000%$113.2K$104.9K-$8.3K2026-10-19
Stone House Investment Management, LLC
NEW1,027—+1,027——$10.8K—2026-10-23
EverSource Wealth Advisors, LLC
UNCHANGED1,0001,00000%$11.3K$10.5K-$8302026-11-04
Highline Wealth Partners LLC
DECREASED300600-300-50%$6.8K$3.1K-$3.6K2026-10-19
Founders Capital Management
CLOSED05,000-5,000-100%$56.6K$0-$56.6K2026-10-13
Institute for Wealth Management, Llc.
CLOSED0200-200-100%$2.3K$0-$2.3K2026-11-06
Morgan Stanley
N/A—234,988-234,988-100%$2.7M———
Bank of America Corp
N/A—83,806-83,806-100%$948.7K———
Raymond James Financial Inc
N/A—75,849-75,849-100%$858.6K———
NewEdge Advisors, LLC
N/A—62,553-62,553-100%$708.1K———
Wells Fargo & Company
N/A—58,433-58,433-100%$661.5K———
Cetera Investment Advisers
N/A—47,552-47,552-100%$538.3K———
Curi Capital, LLC
N/A—41,638-41,638-100%$471.3K———
Janney Montgomery Scott LLC
N/A—38,876-38,876-100%$440.0K———
WealthTrust Axiom LLC
N/A—34,989-34,989-100%$396.1K———
HighTower Advisors, LLC
N/A—23,204-23,204-100%$262.7K———
Royal Bank of Canada
N/A—22,327-22,327-100%$253.0K———
Virtu Financial LLC
N/A—22,030-22,030-100%$249.0K———
Citadel Advisors LLC
N/A—19,351-19,351-100%$219.1K———
Mariner, LLC
N/A—17,633-17,633-100%$199.6K———
Alpine Global Management, LLC
N/A—16,422-16,422-100%$185.9K———
Baird Financial Group, Inc.
N/A—14,775-14,775-100%$167.3K———
Rodgers Brothers Inc.
N/A—13,388-13,388-100%$151.5K———
UBS Group AG
N/A—13,288-13,288-100%$150.4K———
Equitable Holdings, Inc.
N/A—13,128-13,128-100%$148.6K———
Ethos Financial Group, LLC
N/A—12,900-12,900-100%$141.2K———
Ameriprise Financial Inc
N/A—12,522-12,522-100%$141.7K———
Penserra Capital Management LLC
N/A—4,056-4,056-100%$45———
Mcguire Capital Advisors Inc
N/A—3,973-3,973-100%$45.0K———
Northwestern Mutual Wealth Management Co
N/A—1,612-1,612-100%$18.2K———
BFC Planning, Inc.
N/A—1,000-1,000-100%$11.3K———
Coppell Advisory Solutions LLC
N/A—500-500-100%$1.4M———
Osaic Holdings, Inc.
N/A—40-40-100%$452———
Showing 43 of 43 institutions