13FBOX
INVESCO PA VALUE MUN INC TR · 13F Institutional Holdings
Options Calculator Rankings
I

INVESCO PA VALUE MUN INC TR

VPV
Institutions
40
Combined AUM (Q2 2026)
$14.7M
Combined Shares (Q2 2026)
1.2M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+292,431
21 · 5 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-259,804
11 · 4 Exit · ≈
⚖️ Net
+32,627
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$14.7M
Institutions
40
New Buys
5
Adds
16
Reduces
7
Exits
4
Unchanged
12
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MORGAN STANLEY
<0.01%<0.01%#32$2.7M234,988$1.5M144,087+90,901+63.09%Add
Coppell Advisory Solutions LLC
0.12%#1$1.4M500$00+500New Buy
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#34$948,67983,806$867,03782,028+1,778+2.17%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#26$858,60875,849$696,02265,849+10,000+15.19%Add
LPL Financial LLC
<0.01%<0.01%#31$839,41474,153$542,69251,343+22,810+44.43%Add
NewEdge Advisors, LLC
<0.01%<0.01%#16$708,10062,553$235,87022,315+40,238+180.32%Add
Confluence Wealth Services, Inc.
0.02%0.02%#9$695,47961,438$511,46248,388+13,050+26.97%Add
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#33$661,46458,433$347,04632,833+25,600+77.97%Add
PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#24$544,30048,083$508,23748,08300.00%Unchanged
Cetera Investment Advisers
<0.01%<0.01%#21$538,28947,552$502,62547,55200.00%Unchanged
Curi Capital, LLC
0.01%0.01%#15$471,34341,638$440,11441,63800.00%Unchanged
Janney Montgomery Scott LLC
<0.01%<0.01%#20$440,07638,876$309,00029,246+9,630+32.93%Add
WealthTrust Axiom LLC
0.09%0.09%#2$396,07634,989$369,74334,980+9+0.03%Add
HighTower Advisors, LLC
<0.01%#25$262,66823,204$00+23,204New Buy
ROYAL BANK OF CANADA
<0.01%<0.01%#35$253,00022,327$239,00022,640-313-1.38%Reduce
Virtu Financial LLC
0.01%#14$249,38022,030$00+22,030New Buy
BLB&B Advisors, LLC
0.01%0.01%#13$227,37420,086$229,95121,755-1,669-7.67%Reduce
CITADEL ADVISORS LLC
<0.01%#37$219,05319,351$00+19,351New Buy
Mariner, LLC
<0.01%<0.01%#29$199,60617,633$110,04910,411+7,222+69.37%Add
Alpine Global Management, LLC
0.03%0.04%#6$185,89716,422$248,18423,480-7,058-30.06%Reduce
BRANDYWINE OAK PRIVATE WEALTH LLC
0.01%0.01%#11$178,49615,768$171,68716,243-475-2.92%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#28$170,16015,032$159,88015,126-94-0.62%Reduce
Baird Financial Group, Inc.
<0.01%<0.01%#27$167,25314,775$507,21247,986-33,211-69.21%Reduce
Rodgers Brothers Inc.
0.01%0.02%#10$151,54813,388$140,73413,314+74+0.56%Add
UBS Group AG
<0.01%<0.01%#38$150,42013,288$144,77813,697-409-2.99%Reduce
Equitable Holdings, Inc.
<0.01%<0.01%#19$148,61113,128$134,87112,894+234+1.81%Add
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#36$141,74912,522$124,95911,822+700+5.92%Add
Ethos Financial Group, LLC
0.01%0.01%#12$141,21212,900$136,35312,90000.00%Unchanged
River Street Advisors LLC
0.04%0.04%#4$130,98411,571$122,30611,57100.00%Unchanged
Farther Finance Advisors, LLC
<0.01%<0.01%#18$126,21811,150$118,41311,15000.00%Unchanged
KENNEDY INVESTMENT GROUP, INC.
0.04%0.04%#3$123,61710,920$113,35410,724+196+1.83%Add
Kercheville Advisors, LLC
0.03%0.03%#5$113,20010,000$105,70010,00000.00%Unchanged
Founders Capital Management
0.02%0.02%#8$56,6005,000$31,7103,000+2,000+66.67%Add
Penserra Capital Management LLC
<0.01%<0.01%#23$45,9144,056$14,0001,352+2,704+200.00%Add
MCGUIRE CAPITAL ADVISORS INC
0.02%0.03%#7$44,9763,973$41,9963,97300.00%Unchanged
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#39$18,2481,612$17,0391,61200.00%Unchanged
EverSource Wealth Advisors, LLC
<0.01%<0.01%#22$11,3201,000$10,5701,00000.00%Unchanged
HIGHLINE WEALTH PARTNERS LLC
<0.01%<0.01%#17$6,792600$6,34260000.00%Unchanged
Institute for Wealth Management, LLC.
<0.01%#30$2,264200$00+200New Buy
OSAIC HOLDINGS, INC.
<0.01%<0.01%#40$45240$4224000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow