Invesco Ltd. TRM Cal Muni-YOLCYX
13F holders, Q2 2025 (June 30)1holders
0new positions
0sold out
$3.07avg. 13F price*
At the end of Q2 2025, 1 institutions reported holding Invesco Ltd. TRM Cal Muni-Y (OLCYX) in their 13F filings, unchanged from Q1 2025. 0 opened new positions and 0 sold out. The largest holder was Westside Investment Management, Inc. ($203K).
- Company
- Invesco Ltd. TRM Cal Muni-Y
- CUSIP
- 00141W851
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 21,988 shares sold, net −21,988 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Westside Investment Management, Inc. | 0.04% | Reduce -24.9% | 66,261 | $203K |
"% 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.