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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
Q1 		$426K Buy
+17,121
New +$425K 0.01% 1192

Other funds holding PVI

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Bank of America
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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Arkadios Wealth Advisors's PVI Position: Q1 2026 in Review

Arkadios Wealth Advisors opened a new position in Invesco Floating Rate Municipal Income ETF (PVI) in Q1 2026: 17,121 shares worth $426K. The stake represents 0.01% of the portfolio and ranks #1192 among its holdings.

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

  • Arkadios Wealth Advisors held 17,121 shares of Invesco Floating Rate Municipal Income ETF worth $426K as of Q1 2026.
  • Invesco Floating Rate Municipal Income ETF was a new Arkadios Wealth Advisors position in Q1 2026.
  • Invesco Floating Rate Municipal Income ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1192 holding.
  • 30 funds tracked by Wall St. Rank held Invesco Floating Rate Municipal Income ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.