Stock TransactionsINVESCO CALIF VALUE MUN INCO

Total Bought
664,014
9 transactions
Total Sold
13,957
3 transactions
Net
+650,057
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
ROBINSON CAPITAL MANAGEMENT, LLC57,672314,661+256,9890.211.10+0.89buy
Logan Stone Capital, LLC551,180789,902+238,7221.271.57+0.29buy
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.29,606122,141+92,5350.030.11+0.07buy
AQR Arbitrage LLC317,422364,834+47,4120.120.14+0.02buy
Hennion & Walsh Asset Management, Inc.351,698375,557+23,8590.190.21+0.02buy
Pacific Wealth Strategies Group, Inc.58,19062,470+4,2800.520.58+0.07buy
RB Capital Management, LLC12,28912,421+1320.030.03+0.00buy
GREAT VALLEY ADVISOR GROUP, INC.11,73611,815+790.000.00-0.00buy
Mirador Capital Partners LP11,77311,779+60.020.02+0.00buy
Vivaldi Capital Management LP45,39543,217-2,1780.130.13+0.00sell
Alpha Cubed Investments, LLC16,05010,550-5,5000.010.01-0.00sell
Western Wealth Management, LLC43,91737,638-6,2790.030.03-0.00sell
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