VPV on NYSE

Invesco Pennsylvania Value Municipal Income Trust

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

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Last updated Oct 19, 2026.

Overview

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  • TickerVPV on NYSE2
  • HeadquartersAtlanta, United States2
  • Incorporated inPA3
  • Business address1331 Spring Street N.W., Suite 2500, Atlanta, Ga 303093
  • Legal formFUND2
  • Kind of organizationFund2
  • LEI549300S5KHBL3XISY9222
  • StatusActive2
  • LEI statusIssued and current2
  • Registered addressC/O THE CORPORATION TRUST COMPANY, 19801 Wilmington, United States2
  • Registered withSecurities and Exchange Commission, 00008955282

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Leadership

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

President

  1. Jerry William Miller2008
  2. Glenn Eugene Brightman2023

Chief financial officer

  1. Stuart Schuldt2007
  2. Annette Lege2020
  3. Laura Allison Dukes2020
  4. Terry Vacheron2022
2010201520202025
Board members and other officers (29)

Former names

  • Invesco Van Kampen Pennsylvania Value Municipal Income TrustJun 3, 2010 to Nov 8, 20123
  • VAN KAMPEN PENNSYLVANIA VALUE MUNICIPAL INCOME TRUSTDec 23, 1998 to Mar 31, 20103
  • VAN KAMPEN AMERICAN CAPITAL PENNSYLVANIA VALUE MUNIC INCO TRDec 19, 1997 to Jun 17, 19983
  • VAN KAMPEN AMERICAN CAPITAL PENNSYLVANIA VALUE MUNICIPAL TRUDec 30, 1996 to Apr 4, 19973
  • VAN KAMPEN MERRITT PENNSYLVANIA VALUE MUNICIPAL INCOME TRUSTJun 29, 1994 to Apr 14, 19953

Timeline

  1. Apr 2, 2012Founded Invesco Pennsylvania Value Municipal Income Trust is founded2

Filings

110 filings to the SEC since October 2021: 42 insider forms, 17 large holders, 51 other. The latest 20:

  1. Sep 10, 2026N-CEN/A EDGAR
  2. Aug 21, 2026N-PX EDGAR
  3. Jul 29, 2026NPORT-P EDGAR
  4. May 14, 2026N-CEN EDGAR
  5. May 7, 2026N-CSR EDGAR
  6. Apr 28, 2026NPORT-P EDGAR
  7. Jan 29, 2026NPORT-P EDGAR
  8. Nov 7, 2025N-CSRS EDGAR
  9. Oct 30, 2025NPORT-P EDGAR
  10. Sep 9, 2025SCHEDULE 13D/A EDGAR
  11. Aug 28, 2025N-PX EDGAR
  12. Jul 30, 2025NPORT-P EDGAR
  13. May 14, 2025N-CEN EDGAR
  14. May 2, 2025N-CSR EDGAR
  15. Apr 29, 2025NPORT-P EDGAR
  16. Jan 29, 2025NPORT-P EDGAR
  17. Jan 10, 20253 EDGAR
  18. Dec 18, 2024SCHEDULE 13D/A EDGAR
  19. Dec 12, 2024SC 13D/A EDGAR
  20. Dec 11, 2024SC TO-I/A EDGAR

The 110 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

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

Insider trades

47 open-market trades by officers, directors and large owners since October 2021: 34 buys and 13 sales. Grants, option exercises and gifts are left out.

DateWhoTradeSharesPriceValueFiling
Nov 15, 2024Weinstein Boaz10% ownerSale82,308$11.01$906.2KForm 4
Nov 14, 2024Weinstein Boaz10% ownerSale11,088$11.10$123.1KForm 4
Nov 12, 2024Saba Capital Management, L.P.10% ownerSale82,307$11.08$912.0KForm 4
Nov 11, 2024Weinstein Boaz10% ownerSale10,306$11.08$114.2KForm 4
Nov 8, 2024Weinstein Boaz10% ownerSale22,350$11.07$247.4KForm 4
Nov 7, 2024Weinstein Boaz10% ownerSale47,029$10.98$516.4KForm 4
Nov 4, 2024Saba Capital Management, L.P.10% ownerSale18,400$11.04$203.1KForm 4
Nov 1, 2024Weinstein Boaz10% ownerSale46,893$11.01$516.3KForm 4
Oct 31, 2024Weinstein Boaz10% ownerSale17,278$10.98$189.7KForm 4
Oct 30, 2024Saba Capital Management, L.P.10% ownerSale27,088$10.99$297.7KForm 4
Oct 29, 2024Saba Capital Management, L.P.10% ownerSale119,111$10.96$1.3MForm 4
Oct 28, 2024Weinstein Boaz10% ownerSale36,430$11.00$400.7KForm 4
Oct 25, 2024Saba Capital Management, L.P.10% ownerSale56,200$11.01$618.8KForm 4
May 15, 2024Weinstein Boaz10% ownerBuy7,265$10.28$74.7KForm 4
May 3, 2024Saba Capital Management, L.P.10% ownerBuy2,199$10.06$22.1KForm 4
May 2, 2024Saba Capital Management, L.P.10% ownerBuy30,935$9.96$308.1KForm 4
Apr 15, 2024Saba Capital Management, L.P.10% ownerBuy2,973$9.94$29.6KForm 4
Apr 12, 2024Saba Capital Management, L.P.10% ownerBuy13,333$10.01$133.5KForm 4
Mar 19, 2024Saba Capital Management, L.P.10% ownerBuy11,342$10.21$115.8KForm 4
Mar 12, 2024Saba Capital Management, L.P.10% ownerBuy6,989$10.23$71.5KForm 4

All 47 trades can be filtered by person here when JavaScript is on.

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 40. Change is in shares since the quarter before.

FundSharesValueShare of the fundChange
Morgan Stanley234,988$2.7M0.0%+13,267
Coppell Advisory Solutions LLC500$1.4M0.1%New
Bank Of America Corp /de/83,806$948.7K0.0%+1,778
Raymond James Financial Inc75,849$858.6K0.0%+10,000
LPL Financial LLC74,153$839.4K0.0%+22,810
NewEdge Advisors, LLC62,553$708.1K0.0%+40,238
Confluence Wealth Services, Inc.61,438$695.5K0.0%+13,050
Wells Fargo & Company/mn58,433$661.5K0.0%+25,600
PNC Financial Services Group, Inc.48,083$544.3K0.0%No change
Cetera Investment Advisers47,552$538.3K0.0%No change
Curi Capital, LLC41,638$471.3K0.0%No change
WealthTrust Axiom LLC34,989$396.1K0.1%+9
HighTower Advisors, LLC23,204$262.7K0.0%New
Royal Bank Of Canada22,327$253.0K0.0%−313
BLB&B Advisors, LLC20,086$227.4K0.0%−1,669
Citadel Advisors LLC19,351$219.1K0.0%New
Mariner, LLC17,633$199.6K0.0%+7,222
Alpine Global Management, LLC16,422$185.9K0.0%−7,058
Brandywine Oak Private Wealth LLC15,768$178.5K0.0%−475
Commonwealth Equity Services, LLC15,032$170.2K0.0%−94
Baird Financial Group, Inc.14,775$167.3K0.0%−33,211
Rodgers Brothers Inc.13,388$151.5K0.0%+74
UBS Group AG13,288$150.4K0.0%−409
Equitable Holdings, Inc.13,128$148.6K0.0%+234
Ameriprise Financial Inc12,522$141.7K0.0%+700

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

Sources

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