CUSIP 46132H106COMVCVQ4 2025
Aggregate 13F value by quarter
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57 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 2.62M | $29.20M | +357.5K | Added |
| 2 | Advisors Asset Management, Inc. | 1.15M | $12.80M | +344.5K | Added |
| 3 | Guggenheim Capital LLC | 1.09M | $12.08M | +223.7K | Added |
| 4 | Wells Fargo & Company/Mn | 622.8K | $6.93M |
| Added |
| 5 | Hennion & Walsh Asset Management, Inc. | 435.4K | $4.85M | +36.9K | Added |
| 6 | Lpl Financial LLC | 326.0K | $3.63M | −67.3K | Reduced |
| 7 | Ubs Group AG | 277.3K | $3.09M | +15.9K | Added |
| 8 | Bank Of America Corp /De/ | 171.8K | $1.91M | −28.6K | Reduced |
| 9 | Commonwealth Equity Services, LLC | 131.9K | $1.47M | +10.7K | Added |
| 10 | Osaic Holdings, Inc. | 99.1K | $1.10M | +22.2K | Added |
See every fund holding Invesco Calif Value Mun Inco, with full quarter-over-quarter share changes.
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