VCV on NYSE

Invesco California Value Municipal Income Trust

Fund registered in the United States, based in Atlanta, active since 2012.

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Last updated Oct 18, 2026.

Overview

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TickerVCV on NYSE
HeadquartersAtlanta, United States
Incorporated inMA²
Business address1331 Spring Street N.W., Suite 2500, Atlanta, Ga 30309²

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Leadership

Who has led Invesco California Value Municipal Income Trust, and when. Pick a name to see everywhere that person has worked.

President

Chief financial officer

2010201520202025

PresidentGlenn Eugene Brightman Oct 10, 2023 to Oct 10, 2023³
PresidentJerry William Miller Jun 11, 2008 to Jun 11, 2008⁴
Chief financial officerTerry Vacheron Mar 24, 2022 to Mar 24, 2022⁵
Chief financial officerAnnette Lege May 15, 2020 to May 15, 2020⁶
Chief financial officerLaura Allison Dukes Aug 5, 2020 to Aug 5, 2020⁷
Chief financial officerStuart Schuldt Jun 12, 2007 to Jun 12, 2007⁸

Board members and other officers (30)

Senior Vice PresidentStephanie Butcher Mar 31, 2023 to Mar 31, 2023⁹
Senior Vice PresidentTony Wong Mar 31, 2023 to Mar 31, 2023¹⁰
Senior Officer & SVPJames R. Bordewick Jr. Mar 9, 2022 to Mar 9, 2022¹¹
Chief Accounting OfficerMark William Gregson Mar 23, 2022 to Mar 23, 2022¹²
Chief Compliance officerTodd F. Kuehl May 13, 2020 to May 13, 2020¹³
Vice President,PFO & TreasurerAdrien Deberghes Nov 24, 2020 to Nov 24, 2020¹⁴
Senior Vice PresidentAndrew Schlossberg May 3, 2019 to May 3, 2019¹⁵
Senior Vice PresidentGregory McGreevey Dec 14, 2017 to Dec 14, 2017¹⁶
CCORobert Raymond Leveille Jun 3, 2016 to Jun 3, 2016¹⁷
Principal Financial OfficerKelli K. Gallegos Jun 9, 2016 to Jun 9, 2016¹⁸
AML OfficerCrissie Wisdom Sep 8, 2014 to Sep 8, 2014¹⁹
Vice PresidentKaren Dunn Kelley Sep 8, 2014 to Sep 8, 2014²⁰
Senior VP, Senior OfficerRussell Burk Sep 8, 2014 to Sep 8, 2014²¹
PFO, Treasurer and VPSheri Morris Sep 8, 2014 to Sep 8, 2014²²
Chief Compliance OfficerSpillane Todd Sep 8, 2014 to Sep 8, 2014²³
Vice PresidentKevin Michael Klingert May 19, 2008 to May 19, 2008²⁴
Vice PresidentDavid Germany Mar 8, 2006 to Mar 8, 2006²⁵
Vice PresidentDennis Shea Mar 8, 2006 to Mar 8, 2006²⁶
Board memberTony Wong Mar 31, 2023 to Mar 31, 2023¹⁰
Board memberAnnette Lege May 15, 2020 to May 15, 2020⁶
Board memberKevin M. Carome May 15, 2020 to May 15, 2020²⁷
Board memberLoren M. Starr May 15, 2020 to May 15, 2020²⁸
Board memberLinda Hutton Heagy Mar 18, 2014 to Sep 3, 2014²⁹
Board memberR. Craig Kennedy Sep 3, 2014 to Sep 3, 2014³⁰
Board memberJerry D. Choate Mar 10, 2011 to Sep 3, 2014³¹
Board memberColin Meadows Jun 3, 2010 to May 15, 2020³²
Board memberRodney F. Dammeyer Feb 9, 2006 to Oct 30, 2014³³
General counselMelanie Ringold Jan 10, 2023 to Jan 10, 2023³⁴
General counselJeffrey H. Kupor Apr 5, 2018 to Apr 5, 2018³⁵
General counselJohn Zerr Sep 8, 2014 to Sep 8, 2014³⁶

Former names

Invesco Van Kampen California Value Municipal Income TrustJun 3, 2010 to Nov 8, 2012²
VAN KAMPEN CALIFORNIA VALUE MUNICIPAL INCOME TRUSTDec 29, 1998 to Mar 31, 2010²
VAN KAMPEN AMERICAN CAPITAL CALIFORNIA VALUE MUNIC INC TRUSTJun 28, 1996 to Jun 10, 1998²
VAN KAMPEN MERRITT CALIFORNIA VALUE MUNICIPAL INCOME TRUSTJun 29, 1994 to Dec 28, 1995²

Timeline

Apr 2, 2012Founded Invesco California Value Municipal Income Trust is founded³⁷

Filings

66 filings to the SEC since October 2021: 13 insider forms, 2 large holders, 51 other. The latest 20:

The 66 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last three years, summarized. The full record is on SEC EDGAR.

Insider trades and holders

Large holders

Investors who own more than 5% must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively. 2 such filings since October 2021:

Feb 11, 2026SCHEDULE 13G
Sep 9, 2025SCHEDULE 13D/A

From Forms 4 and Schedules 13D and 13G filed with the SEC.

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 55. Change is in shares since the quarter before.

Fund	Shares	Value	Share of the fund	Change
Morgan Stanley	2,846,292	$30.7M	0.0%	+89,501
Advisors Asset Management, Inc.	1,388,219	$15.0M	0.2%	+155,317
Guggenheim Capital LLC	1,001,083	$10.8M	0.1%	−169,007
Hennion & Walsh Asset Management, Inc.	570,385	$6.2M	0.2%	+99,089
Wells Fargo & Company/mn	556,462	$6.0M	0.0%	+11,226
LPL Financial LLC	386,994	$4.2M	0.0%	+41,786
UBS Group AG	249,069	$2.7M	0.0%	−5,188
Bank Of America Corp /de/	177,619	$1.9M	0.0%	+9,521
Osaic Holdings, Inc.	149,155	$1.6M	0.0%	+25,069
Commonwealth Equity Services, LLC	125,105	$1.3M	0.0%	+2,046
Ameriprise Financial Inc	77,551	$836.8K	0.0%	+18,090
Cypress Wealth Services, LLC	71,687	$773.5K	0.1%	+1,269
D.a. Davidson & Co.	67,399	$727.2K	0.0%	−3,958
Sanctuary Advisors, LLC	60,649	$654.4K	0.0%	+4,695
MAI Capital Management	58,247	$628.5K	0.0%	New
Pacific Wealth Strategies Group, Inc.	46,420	$500.9K	0.3%	−20,263
Western Wealth Management, LLC	44,908	$484.6K	0.0%	+389
Raymond James Financial Inc	44,722	$482.6K	0.0%	−3,427
Core Wealth Partners LLC	40,866	$440.9K	0.2%	No change
Argyle Capital Partners, LLC	40,364	$435.5K	0.3%	−5,800
ProCore Advisors, LLC	36,574	$394.6K	0.5%	No change
Kestra Advisory Services, LLC	36,214	$390.8K	0.0%	+10,510
Royal Bank Of Canada	34,040	$367.0K	0.0%	−295
Mirador Capital Partners LP	29,280	$315.9K	0.0%	+17,500
Clay Northam Wealth Management, LLC	29,211	$315.2K	0.2%	+145

13F reports cover disclosed long positions in U.S. stocks only.

Sources

The numbers on this page point here. Each one links to the record it came from.

1
SEC EDGARInvesco California Value Municipal Income Trust filings on SEC EDGAR
2
SEC EDGARInvesco California Value Municipal Income Trust filings on SEC EDGAR
3
SEC EDGARGlenn Eugene Brightman, President
4
SEC EDGARJerry William Miller, President
5
SEC EDGARTerry Vacheron, Chief financial officer
6
SEC EDGARAnnette Lege, Chief financial officer
7
SEC EDGARLaura Allison Dukes, Chief financial officer
8
SEC EDGARStuart Schuldt, Chief financial officer
9
SEC EDGARStephanie Butcher, Senior Vice President
10
SEC EDGARTony Wong, Senior Vice President
11
SEC EDGARJames R. Bordewick Jr., Senior Officer & SVP
12
SEC EDGARMark William Gregson, Chief Accounting Officer
13
SEC EDGARTodd F. Kuehl, Chief Compliance officer
14
SEC EDGARAdrien Deberghes, Vice President,PFO & Treasurer
15
SEC EDGARAndrew Schlossberg, Senior Vice President
16
SEC EDGARGregory McGreevey, Senior Vice President
17
SEC EDGARRobert Raymond Leveille, CCO
18
SEC EDGARKelli K. Gallegos, Principal Financial Officer
19
SEC EDGARCrissie Wisdom, AML Officer
20
SEC EDGARKaren Dunn Kelley, Vice President
21
SEC EDGARRussell Burk, Senior VP, Senior Officer
22
SEC EDGARSheri Morris, PFO, Treasurer and VP
23
SEC EDGARSpillane Todd, Chief Compliance Officer
24
SEC EDGARKevin Michael Klingert, Vice President
25
SEC EDGARDavid Germany, Vice President
26
SEC EDGARDennis Shea, Vice President
27
SEC EDGARKevin M. Carome, Board member
28
SEC EDGARLoren M. Starr, Board member
29
SEC EDGARLinda Hutton Heagy, Board member
30
SEC EDGARR. Craig Kennedy, Board member
31
SEC EDGARJerry D. Choate, Board member
32
SEC EDGARColin Meadows, Board member
33
SEC EDGARRodney F. Dammeyer, Board member
34
SEC EDGARMelanie Ringold, General counsel
35
SEC EDGARJeffrey H. Kupor, General counsel
36
SEC EDGARJohn Zerr, General counsel
37
gleifInvesco California Value Municipal Income Trust is founded