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Arkadios Wealth Advisors’s Invesco Floating Rate Municipal Income ETF PVI Stock Holding History

Arkadios Wealth Advisors’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 		$346K Sell
13,910
-3,211
-19% -$79.7K 0.01% 1318
2026
Q1 		$426K Buy
+17,121
New +$425K 0.01% 1192

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

Arkadios Wealth Advisors's PVI Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Invesco Floating Rate Municipal Income ETF (PVI) stake by 19% in Q2 2026, selling an estimated $79.7K and leaving 13,910 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #1318.

Arkadios Wealth Advisors first reported a position in PVI in Q1 2026 and has held it in 2 quarters since. The position peaked at $426K in Q1 2026. 29 funds tracked by Wall St. Rank hold PVI as of Q2 2026.

  • Arkadios Wealth Advisors held 13,910 shares of Invesco Floating Rate Municipal Income ETF worth $346K as of Q2 2026.
  • Arkadios Wealth Advisors sold 3,211 Invesco Floating Rate Municipal Income ETF shares in Q2 2026, an estimated $79.7K.
  • Invesco Floating Rate Municipal Income ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1318 holding.
  • Arkadios Wealth Advisors first reported a position in Invesco Floating Rate Municipal Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Arkadios Wealth Advisors's Invesco Floating Rate Municipal Income ETF position peaked at $426K in Q1 2026.
  • 29 funds tracked by Wall St. Rank held Invesco Floating Rate Municipal Income ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.