Name	Stake	Shares
Morgan Stanley Smith Barney LLC	5.736 %	2,756,791
Morgan Stanley Smith Barney LLC (Investment Management)	5.459 %	2,623,570
Advisors Asset Management, Inc.	2.565 %	1,232,902
Guggenheim Funds Distributors LLC	2.434 %	1,170,090
Wells Fargo Advisors Financial Network LLC	1.134 %	545,236

Catalog · 2026-07-09

Name	Role	Since	Shares
Adrien Deberghes	Director of Finance/CFO	—	-
Beth Brown	Chairman	2022-07-31	-
Sheri S. Morris	Chief Executive Officer	2016-03-28	-
Ann Stern	Director/Board Member	2016-12-31	-
Anthony LaCava	Director/Board Member	2019-02-28	-
Cynthia Hostetler	Director/Board Member	2016-12-31	-
Eli Jones	Director/Board Member	2015-12-31	-
Elizabeth Krentzman	Director/Board Member	2019-09-16	-

Registry · as of 2026-07-09

Consensus none

Firm	Action	To	Target	Date
Stifel	Initiated	Hold	—	2013-02-19

Firm rows and rating mix from Yahoo Finance; mean target is Yahoo’s aggregate until OpenFilings derives consensus from broker rows.

INVESCO CALIFORNIA VALUE MUNICIPAL INCOME TRUST

Ownership & governance