Institutional Ownership
Invesco Calif Value Mun Inco
CUSIP 46132H106COMVCVQ1 2026
13D / 13G Filings
1
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
5.5%
Max % of class reported
Institutional Holders
57
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
1 filings · latest Feb 11, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Feb 11, 2026 | Morgan Stanley | 13G | 5.5% | 2.62M | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Morgan Stanley | 2.76M | $28.78M |
| 2 | Advisors Asset Management, Inc. | 1.23M | $12.87M |
| 3 | Guggenheim Capital LLC | 1.17M | $12.22M |
| 4 | Wells Fargo & Company/Mn | 545.2K | $5.69M |
| 5 | Hennion & Walsh Asset Management, Inc. | 471.3K | $4.92M |
| 6 | Lpl Financial LLC | 345.2K | $3.60M |
| 7 | Ubs Group AG | 254.3K | $2.65M |
| 8 | Bank Of America Corp /De/ | 168.1K | $1.75M |
| 9 | Osaic Holdings, Inc. | 124.1K | $1.30M |
| 10 | Commonwealth Equity Services, LLC | 123.1K | $1.28M |