AWM
PVI icon

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
Q2 		– Sell
-495
Closed -$12.3K – 2759
2026
Q1 		$12.3K Buy
+495
New +$12.3K ﹤0.01% 2232

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

AE Wealth Management's PVI Position: Q2 2026 in Review

AE Wealth Management sold out of Invesco Floating Rate Municipal Income ETF (PVI) in Q2 2026, closing a stake of 495 shares — an estimated $12.3K sold.

AE Wealth Management first reported a position in PVI in Q1 2026 and held it in 1 quarter. The position peaked at $12.3K in Q1 2026. 29 funds tracked by Wall St. Rank hold PVI as of Q2 2026.

  • AE Wealth Management reported no remaining Invesco Floating Rate Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 495 Invesco Floating Rate Municipal Income ETF shares in Q2 2026, an estimated $12.3K.
  • AE Wealth Management first reported a position in Invesco Floating Rate Municipal Income ETF in Q1 2026 and held it in 1 quarter.
  • AE Wealth Management's Invesco Floating Rate Municipal Income ETF position peaked at $12.3K in Q1 2026.
  • 29 funds tracked by Wall St. Rank held Invesco Floating Rate Municipal Income ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.