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Invesco California Value Municipal Income Trust Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 125,105 | $1.35M | $1.12M | -$230,200.26 | -17.05% |
| PB Patricia Buchholtz ECLECTIC ASSOCIATES Inc. /ADV | 10,254 | $113,600.55 | $91,773.3 | -$21,827.25 | -19.21% |
| RAS Robert A. Saperstein Guggenheim Capital LLC | 1.17M | $12.49M | $10.53M | -$1.96M | -15.72% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 634,411 | $6.33M | $5.68M | -$643,796.84 | -10.17% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 13,000 | $171,990 | $116,220 | -$55,770 | -32.43% |
 Brian Clay Clay Northam Wealth Management LLC | 28,770 | $302,468.56 | $256,916.1 | -$45,552.46 | -15.06% |
| NH Nathaniel Holden Core Wealth Partners LLC | 40,866 | $407,578.94 | $366,159.36 | -$41,419.58 | -10.16% |
 Amir Har-El Savvy Advisors, Inc. | 17,030 | $180,346 | $152,844.25 | -$27,501.75 | -15.25% |
 Highline Wealth Partners LLC Highline Wealth Partners LLC | 400 | $4,176 | $3,576 | -$600 | -14.37% |
 Heather Scully NWF Advisory Services Inc. | 18,300 | $201,718.05 | $163,693.5 | -$38,024.55 | -18.85% |
 Adam Scott Argyle Capital Partners LLC | 40,364 | $435,532.13 | $361,661.44 | -$73,870.69 | -16.96% |
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