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Holdings (Monthly) Guide ↗

Invesco Limited Term California Municipal Fund

· AIM Tax-Exempt Funds (Invesco Tax-Exempt Funds)
Monthly Holdings $935M AUM 25 positions Period May 2026 Filed Jul 30, 2026 EDGAR ↗ ← All Funds
All 15 New 3 Added 25 Reduced 10 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Southern California Tobacco Securitization Authority (San Diego County Asset Securitization Corp.) 888804CT6 Feb 2026 11,715,000 -890,000 $11.6M -8.1% 1.25% DBT
2 California Municipal Finance Authority 13050WAG6 Feb 2026 9,982,633 -17,367 $9.9M -2.6% 1.06% DBT
3 California (State of) Housing Finance Agency 13033DAC9 Feb 2026 7,295,110 -318,221 $7.5M -6.0% 0.80% DBT
4 Irvine Ranch Water District 4636324H9 Feb 2026 7,000,000 -3,000,000 $7.0M -30.0% 0.76% DBT
5 California (State of) Housing Finance Agency 13033DAE5 Feb 2026 5,170,828 -24,677 $5.1M -3.5% 0.55% DBT
6 California (State of) Health Facilities Financing Authority (Children's Hospital Los Angeles) 13032UNG9 Feb 2026 4,135,000 -825,000 $3.9M -21.4% 0.42% DBT
7 California (State of) County Tobacco Securitization Agency (Alameda County Tobacco Asset Securitization Corp.) 13016NBY9 Feb 2026 3,455,000 -655,000 $3.5M -16.4% 0.37% DBT
8 California (State of) County Tobacco Securitization Agency 13016NDE1 Feb 2026 3,335,000 -445,000 $3.3M -12.6% 0.35% DBT
9 California (State of) 13063DE53 Feb 2026 2,750,000 -4,450,000 $3.0M -62.5% 0.32% DBT
10 San Jose (City of), CA (Fallen Leaves Apartments) 798165HV1 Feb 2026 2,820,000 -180,000 $2.8M -6.0% 0.30% DBT
11 Santa Clara (County of), CA Housing Authority 801617EZ0 Feb 2026 2,460,000 -780,000 $2.5M -24.1% 0.27% DBT
12 Children's Trust Fund 16876QBF5 Feb 2026 2,065,000 -530,000 $2.1M -20.5% 0.23% DBT
13 California (State of) Health Facilities Financing Authority (Cedars-Sinai Health System) 13032UA81 Feb 2026 1,310,000 -590,000 $1.3M -32.5% 0.14% DBT
14 California (State of) Statewide Financing Authority (Pooled Tobacco Securitization Program) 130923BG9 Feb 2026 1,280,000 -20,000 $1.3M -1.8% 0.14% DBT
15 California (State of) Public Finance Authority (California Crosspoint Academy) 13057KAE0 Feb 2026 940,000 -215,000 $925K -19.7% 0.10% DBT
16 Northern Mariana Islands (Commonwealth of) 66537EAY8 Feb 2026 705,000 -155,000 $696K -19.0% 0.08% DBT
17 California (State of) Statewide Communities Development Authority (Heritage Park at Cathedral City Apartments) 13077VY71 Feb 2026 645,000 -25,000 $646K -3.8% 0.07% DBT
18 California (State of) Public Finance Authority (Trinity Classical Academy) 13057KAA8 Feb 2026 575,000 -25,000 $571K -5.5% 0.06% DBT
19 California (State of) Public Works Board (Various Capital) 13068XMF3 Feb 2026 500,000 -1,000,000 $565K -68.0% 0.06% DBT
20 California (State of) Municipal Finance Authority (St. Mary's School - Aliso Viejo) 13051BAE6 Feb 2026 385,000 -15,000 $394K -5.1% 0.04% DBT
21 Northern California Tobacco Securitization Authority 888794BZ6 Feb 2026 240,000 -415,000 $240K -62.8% 0.03% DBT
22 California (State of) County Tobacco Securitization Agency (Sonoma County Securitization Corp.) 13016NHA5 Feb 2026 165,000 -180,000 $165K -52.3% 0.02% DBT
23 California (State of) School Finance Authority (Escuela Popular) 13059THP7 Feb 2026 110,000 -110,000 $112K -49.8% 0.01% DBT
24 California (State of) School Finance Authority (Escuela Popular) 13059THS1 Feb 2026 75,000 -75,000 $73K -51.9% 0.01% DBT
25 California (State of) Public Works Board (California Community Colleges) 130684MP5 Feb 2026 35,000 -10,000 $35K -22.3% 0.00% DBT