APFP
PVI icon

Action Point Financial Planning’s Invesco Floating Rate Municipal Income ETF PVI Stock Holding History

Action Point Financial Planning’s Portfolio PVI Stock Details PVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.2K Buy
+731
New +$18.1K ﹤0.01% 1165

Other funds holding PVI

SC
Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Action Point Financial Planning's PVI Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Invesco Floating Rate Municipal Income ETF (PVI) in Q2 2026: 731 shares worth $18.2K. The stake represents ﹤0.01% of the portfolio and ranks #1165 among its holdings.

29 funds tracked by Wall St. Rank hold PVI as of Q2 2026.

  • Action Point Financial Planning held 731 shares of Invesco Floating Rate Municipal Income ETF worth $18.2K as of Q2 2026.
  • Invesco Floating Rate Municipal Income ETF was a new Action Point Financial Planning position in Q2 2026.
  • Invesco Floating Rate Municipal Income ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1165 holding.
  • 29 funds tracked by Wall St. Rank held Invesco Floating Rate Municipal Income ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.