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Disclosery

VPV INVESCO PA VALUE MUN INC TR

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COM (fund), issuer CIK 895528

39 managers (39 13F filers) reported a position in VPV shares at 2026-03-31, 1,219,841 shares in all. 5 filers opened a position and 4 filers sold out during the quarter.

Managers
39
13F filers
39
New
5
Added
14
Reduced
10
Sold out
4
Shares held by filers
1,219,841

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY221,721$2.34M<0.01%+67,53113F-HRTimelineGroup
ROBINSON CAPITAL MANAGEMENT, LLC133,176$1.47M0.66%-155,20213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/82,028$867K<0.01%+1,38613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC65,849$696K<0.01%+31,27513F-HRTimelineGroup
LPL Financial LLC51,343$543K<0.01%-2,92513F-HRTimeline
North Ground Capital49,775$526K0.63%-43,70613F-HRTimeline
Confluence Wealth Services, Inc.48,388$511K0.02%-1,06413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…48,083$508K<0.01%013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.47,986$507K<0.01%+11813F-HRTimelineGroup
Cetera Investment Advisers47,552$503K<0.01%+27513F-HRTimeline
Curi Capital, LLC41,638$440K0.01%013F-HRTimeline
WealthTrust Axiom LLC34,980$370K0.09%+813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN32,833$347K<0.01%+43113F-HR/ATimelineGroup
Janney Montgomery Scott LLC29,246$309K<0.01%-2,30013F-HRTimeline
Alpine Global Management, LLC23,480$248K0.04%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA22,640$239K<0.01%+4,68913F-HRTimelineGroup
NewEdge Advisors, LLC22,315$236K<0.01%new13F-HR/ATimeline
BLB&B Advisors, LLC21,755$230K0.01%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC20,004$211K0.01%013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC16,243$172K0.01%-2,29013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC15,126$160K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG13,697$145K<0.01%-3,08013F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC13,620$144K<0.01%-6,78913F-HRTimelineGroup
Rodgers Brothers Inc.13,314$141K0.02%+7513F-HRTimeline
Ethos Financial Group, LLC12,900$136K0.01%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.12,894$135K<0.01%+31813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC11,822$125K<0.01%013F-HR/ATimelineGroup
River Street Advisors LLC11,571$122K0.04%013F-HRTimeline
Farther Finance Advisors, LLC11,150$118K<0.01%new13F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.10,724$113K0.04%+20113F-HRTimeline
Mariner, LLCin group Mariner, LLC10,411$110K<0.01%+10213F-HRTimelineGroup
Kercheville Advisors, LLC10,000$106K0.03%-1,00013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC3,973$42K0.03%+7413F-HRTimeline
Founders Capital Management3,000$31.7K0.02%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,612$17K<0.01%013F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…1,352$14K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,000$10.6K<0.01%013F-HR/ATimelineGroup
HIGHLINE WEALTH PARTNERS LLC600$6.34K<0.01%+30013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.40$422<0.01%-3313F-HRTimelineGroup