AE Wealth Management’s Invesco Floating Rate Municipal Income ETF PVI Stock Holding History

AE Wealth Management’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 Q1	$12.3K	Buy	+495	New	+$12.3K	﹤0.01%	2232

Other funds holding PVI

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AE Wealth Management's PVI Position: Q1 2026 in Review

AE Wealth Management opened a new position in Invesco Floating Rate Municipal Income ETF (PVI) in Q1 2026: 495 shares worth $12.3K. The stake represents ﹤0.01% of the portfolio and ranks #2232 among its holdings.

30 funds tracked by Wall St. Rank hold PVI as of Q1 2026.

AE Wealth Management held 495 shares of Invesco Floating Rate Municipal Income ETF worth $12.3K as of Q1 2026.
Invesco Floating Rate Municipal Income ETF was a new AE Wealth Management position in Q1 2026.
Invesco Floating Rate Municipal Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2232 holding.
30 funds tracked by Wall St. Rank held Invesco Floating Rate Municipal Income ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.