Stock TransactionsINVESCO CALIF VALUE MUN INCO

Total Bought
87,393
7 transactions
Total Sold
520,324
5 transactions
Net
-432,931
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
Hennion & Walsh Asset Management, Inc.349,547384,479+34,9320.190.21+0.02buy
Fort Point Capital Partners LLC73,627101,180+27,5530.100.13+0.04buy
Pacific Wealth Strategies Group, Inc.67,32079,295+11,9750.560.68+0.12buy
Thomas J. Herzfeld Advisors, Inc.24,31431,080+6,7660.090.11+0.03buy
Vanguard Capital Wealth Advisors14,00020,000+6,0000.100.14+0.04buy
RB Capital Management, LLC11,12311,277+1540.030.03-0.00buy
Vivaldi Capital Management LP42,88442,897+130.120.13+0.00buy
EVOKE WEALTH, LLC58,60545,000-13,6050.020.69+0.67sell
ROBINSON CAPITAL MANAGEMENT, LLC302,776275,134-27,6421.051.03-0.02sell
AQR Arbitrage LLC361,476316,563-44,9130.130.09-0.04sell
NINE MASTS CAPITAL Ltd93,85731,971-61,8860.240.10-0.14sell
Logan Stone Capital, LLC899,513527,235-372,2781.931.42-0.51sell
Page 1 of 1