INVESCO CALIFORNIA VALUE MUNICIPAL INCOME TRUST
INVESCO CALIFORNIA VALUE MUNICIPAL INCOME TRUST is a registered legal entity registered in United States under 5133622, and its current status with Delaware Division of Corporations is active. The company was incorporated on 4 February 2012 and lists its registered address as United States. 3 shareholders are on record for INVESCO CALIFORNIA VALUE MUNICIPAL INCOME TRUST, and since every one of them is a company rather than an individual, this particular filing does not on its own establish an ultimate beneficial owner (UBO) — identifying one would mean tracing the ownership of each shareholding company in turn. This profile is sourced directly from Delaware Division of Corporations and was last updated on 21 October 2026.
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Shareholders
3
Three shareholders are currently on record for INVESCO CALIFORNIA VALUE MUNICIPAL INCOME TRUST, reflecting the stock ledger kept by the company under state corporate law (e.g. §219 of the Delaware General Corporation Law) rather than a public filing.
The largest of these is Hennion & Walsh Asset Management, Inc., holding 7.2% — the largest recorded stake — followed by UBS Group AG at 4.6%; the remaining 1 shareholder shown holds smaller stakes.
Because every shareholder shown is a company rather than an individual, the ownership chain continues above this level, and no beneficial owner can be established from this filing alone.
| Shareholder | Type | Holding | Source Document |
|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 7.2% | Delaware Division of Corporations | |
| UBS Group AG | 4.6% | Delaware Division of Corporations | |
| Atria Wealth Solutions, Inc. | 4.5% | Delaware Division of Corporations |
Officers
5
The Portfolio Manager of INVESCO CALIFORNIA VALUE MUNICIPAL INCOME TRUST currently on record is John Connelly; five officers are currently on record for INVESCO CALIFORNIA VALUE MUNICIPAL INCOME TRUST, filed with Delaware Division of Corporations.
The register reports 8 officers in total, including past appointments, though only the 5 most relevant records are shown here.
Management authority at INVESCO CALIFORNIA VALUE MUNICIPAL INCOME TRUST sits with these individuals, not with shareholders, who are covered separately and hold ownership rather than control.
The source filing doesn't specify representation authority — whether officers can act individually or must sign jointly to bind the company — so that detail isn't available here.
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Frequently Asked Questions
Who owns INVESCO CALIFORNIA VALUE MUNICIPAL INCOME TRUST?
Three shareholders are currently on record for INVESCO CALIFORNIA VALUE MUNICIPAL INCOME TRUST, reflecting the stock ledger kept by the company under state corporate law (e.g. §219 of the Delaware General Corporation Law) rather than a public filing. The largest of these is Hennion & Walsh Asset Management, Inc., holding 7.2% — the largest recorded stake — followed by UBS Group AG at 4.6%; the remaining 1 shareholder shown holds smaller stakes. Because every shareholder shown is a company rather than an individual, the ownership chain continues above this level, and no beneficial owner can be established from this filing alone.
Who is INVESCO CALIFORNIA VALUE MUNICIPAL INCOME TRUST's UBO (Ultimate Beneficial Owner)?
Every shareholder recorded for INVESCO CALIFORNIA VALUE MUNICIPAL INCOME TRUST is itself a company rather than a natural person, so no Ultimate Beneficial Owner (UBO) is identified at this level; establishing one would require tracing the ownership of each shareholding company in turn.
How many shareholders does INVESCO CALIFORNIA VALUE MUNICIPAL INCOME TRUST have on record?
3 shareholders are shown on record for INVESCO CALIFORNIA VALUE MUNICIPAL INCOME TRUST.
What is INVESCO CALIFORNIA VALUE MUNICIPAL INCOME TRUST's company registration number?
INVESCO CALIFORNIA VALUE MUNICIPAL INCOME TRUST's registration number is 5133622, filed with Delaware Division of Corporations in United States. Its current status on the register is active.
Is INVESCO CALIFORNIA VALUE MUNICIPAL INCOME TRUST still an active company?
INVESCO CALIFORNIA VALUE MUNICIPAL INCOME TRUST's status on Delaware Division of Corporations is listed as active.
When was INVESCO CALIFORNIA VALUE MUNICIPAL INCOME TRUST incorporated?
INVESCO CALIFORNIA VALUE MUNICIPAL INCOME TRUST was incorporated on 4 February 2012, according to Delaware Division of Corporations.
What is INVESCO CALIFORNIA VALUE MUNICIPAL INCOME TRUST's registered address?
The registered address on file for INVESCO CALIFORNIA VALUE MUNICIPAL INCOME TRUST is United States.
Who are the officers/directors of INVESCO CALIFORNIA VALUE MUNICIPAL INCOME TRUST?
The Portfolio Manager of INVESCO CALIFORNIA VALUE MUNICIPAL INCOME TRUST currently on record is John Connelly; five officers are currently on record for INVESCO CALIFORNIA VALUE MUNICIPAL INCOME TRUST, filed with Delaware Division of Corporations. Management authority at INVESCO CALIFORNIA VALUE MUNICIPAL INCOME TRUST sits with these individuals, not with shareholders, who are covered separately and hold ownership rather than control.
Can Zavia monitor changes to INVESCO CALIFORNIA VALUE MUNICIPAL INCOME TRUST's ownership over time?
This profile reflects a point-in-time snapshot from Delaware Division of Corporations. Zavia's monitoring API can track changes to INVESCO CALIFORNIA VALUE MUNICIPAL INCOME TRUST's registered shareholders, officers, and group structure going forward, flagging updates as they're filed rather than requiring a manual recheck.
Can I access INVESCO CALIFORNIA VALUE MUNICIPAL INCOME TRUST's data through an API?
Yes. Zavia's API connects directly to official government ownership registries across 195 countries and territories, including United States, so records like INVESCO CALIFORNIA VALUE MUNICIPAL INCOME TRUST's registration, shareholder, UBO, and group-structure data can be queried programmatically instead of viewed one page at a time.
Where does this company information come from, and how current is it?
This record is sourced directly from Delaware Division of Corporations and was last synced on 21 October 2026.