Invesco Pa Val MuniVPV
13F holders, Q2 2026 (June 30)40holders +1
5new positions
3sold out
1famous investor
$12.52avg. 13F price*
At the end of Q2 2026, 40 institutions reported holding Invesco Pa Val Muni Inc. (VPV) in their 13F filings, up 1 from Q1 2026. 5 opened new positions and 3 sold out. The largest holders were Morgan Stanley ($2.7M), Coppell Advisory Solutions LLC ($1.4M) and Bank of America Corp. ($949K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Pa Val Muni Inc.
- CUSIP
- 46132K109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $2.2M |
| Exits | 3 | $2.1M |
All 13F filers, Q1 2026 → Q2 2026: 214,797 shares bought and 239,800 shares sold, net −25,003 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| Morgan Stanley | 0.00% | Add +6.0% | 234,988 | $2.7M |
| Coppell Advisory Solutions LLC | 0.12% | New | 500 | $1.4M |
| Bank of America Corp. | 0.00% | Add +2.2% | 83,806 | $949K |
| Raymond James Financial Inc. | 0.00% | Add +15.2% | 75,849 | $859K |
| LPL Financial LLC | 0.00% | Add +44.4% | 74,153 | $839K |
| NewEdge Advisors, LLC | 0.00% | Add +180.3% | 62,553 | $708K |
| Confluence Wealth Services, Inc. | 0.02% | Add +27.0% | 61,438 | $695K |
| Wells Fargo & Company | 0.00% | Add +78.0% | 58,433 | $661K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 48,083 | $544K |
| Cetera Investment Advisers | 0.00% | No change | 47,552 | $538K |
| Curi Capital, LLC | 0.01% | No change | 41,638 | $471K |
| Janney Montgomery Scott LLC | 0.00% | Add +32.9% | 38,876 | $440K |
| WealthTrust Axiom LLC | 0.09% | Add +0.0% | 34,989 | $396K |
| HighTower Advisors, LLC | 0.00% | New | 23,204 | $263K |
| Royal Bank of Canada | 0.00% | Reduce -1.4% | 22,327 | $253K |
| Virtu Financial LLC | 0.01% | New | 22,030 | $249K |
| BLB&B Advisors, LLC | 0.01% | Reduce -7.7% | 20,086 | $227K |
| Citadel Advisors | 0.00% | New | 19,351 | $219K |
| Mariner, LLC | 0.00% | Add +69.4% | 17,633 | $200K |
| Alpine Global Management, LLC | 0.03% | Reduce -30.1% | 16,422 | $186K |
| Brandywine Oak Private Wealth LLC | 0.01% | Reduce -2.9% | 15,768 | $178K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.6% | 15,032 | $170K |
| Baird Financial Group, Inc. | 0.00% | Reduce -69.2% | 14,775 | $167K |
| Rodgers Brothers Inc. | 0.01% | Add +0.6% | 13,388 | $152K |
| UBS Group AG | 0.00% | Reduce -3.0% | 13,288 | $150K |
| Equitable Holdings, Inc. | 0.00% | Add +1.8% | 13,128 | $149K |
| Ameriprise Financial Inc. | 0.00% | Add +5.9% | 12,522 | $142K |
| Ethos Financial Group, LLC | 0.01% | No change | 12,900 | $141K |
| River Street Advisors LLC | 0.04% | No change | 11,571 | $131K |
| Farther Finance Advisors, LLC | 0.00% | No change | 11,150 | $126K |
| Kennedy Investment Group, Inc. | 0.04% | Add +1.8% | 10,920 | $124K |
| Kercheville Advisors, LLC | 0.03% | No change | 10,000 | $113K |
| Founders Capital Management | 0.02% | Add +66.7% | 5,000 | $57K |
| Penserra Capital Management LLC | 0.00% | Add +200.0% | 4,056 | $45K |
| McGuire Capital Advisors Inc. | 0.02% | No change | 3,973 | $45K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,612 | $18K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,000 | $11K |
| Highline Wealth Partners LLC | 0.00% | No change | 600 | $7K |
| Institute for Wealth Management, LLC. | 0.00% | New | 200 | $2K |
| Osaic Holdings, Inc. | 0.00% | No change | 40 | $452 |
"% of holder's portfolio" is VPV's weight in each manager's 13F, not the share of Invesco Pa Val Muni Inc. the manager owns.