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

Avior 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 		$490K Buy
19,679
+2,675
+16% +$66.4K 0.01% 523
2026
Q1 		$423K Sell
17,004
-1,325
-7% -$32.9K 0.01% 577
2025
Q4 		$457K Buy
18,329
+798
+5% +$19.8K 0.01% 483
2025
Q3 		$435K Sell
17,531
-31,307
-64% -$778K 0.01% 480
2025
Q2 		$1.21M Buy
48,838
+14,313
+41% +$356K 0.04% 258
2025
Q1 		$857K Buy
+34,525
New +$857K 0.03% 294

Other funds holding PVI

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WCP
Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $234M AUM 31.19% 1-Year Est. Return

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

Avior Wealth Management increased its Invesco Floating Rate Municipal Income ETF (PVI) stake by 16% in Q2 2026, buying an estimated $66.4K and bringing the position to 19,679 shares worth $490K. The position accounts for 0.01% of the portfolio, ranked #523.

Avior Wealth Management first reported a position in PVI in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.21M in Q2 2025. 11 funds tracked by Wall St. Rank hold PVI as of Q2 2026.

  • Avior Wealth Management held 19,679 shares of Invesco Floating Rate Municipal Income ETF worth $490K as of Q2 2026.
  • Avior Wealth Management bought 2,675 Invesco Floating Rate Municipal Income ETF shares in Q2 2026, an estimated $66.4K.
  • Invesco Floating Rate Municipal Income ETF made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #523 holding.
  • Avior Wealth Management first reported a position in Invesco Floating Rate Municipal Income ETF in Q1 2025 and has held it in 6 quarters since.
  • Avior Wealth Management's Invesco Floating Rate Municipal Income ETF position peaked at $1.21M in Q2 2025.
  • 11 funds tracked by Wall St. Rank held Invesco Floating Rate Municipal Income ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.