Invesco Ltd. TRM Cal Muni-YOLCYX
13F holders, Q1 2025 (March 31)1holders
0new positions
0sold out
$3.10avg. 13F price*
At the end of Q1 2025, 1 institutions reported holding Invesco Ltd. TRM Cal Muni-Y (OLCYX) in their 13F filings, unchanged from Q4 2024. 0 opened new positions and 0 sold out. The largest holder was Westside Investment Management, Inc. ($274K).
- Company
- Invesco Ltd. TRM Cal Muni-Y
- CUSIP
- 00141W851
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 298 shares bought, net +298 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Westside Investment Management, Inc. | 0.06% | Add +0.3% | 88,249 | $274K |
"% of holder's portfolio" is OLCYX's weight in each manager's 13F, not the share of Invesco Ltd. TRM Cal Muni-Y the manager owns.