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 Q3	$551K	Buy	22,091 +2,412	+12%	+$59.9K	0.01%	483
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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First Affirmative Financial Network Colorado Springs, Colorado $456M AUM

Wealthcare Capital Partners West Chester, Pennsylvania $247M AUM 11.94% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

SimpliFi Inc San Diego, California $245M AUM 4.52% 1-Year Est. Return

WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 23.64% 1-Year Est. Return

SEP

Signature Equity Partners Columbus, Ohio $287M AUM 21.26% 1-Year Est. Return

Avior Wealth Management's PVI Position: Q3 2026 in Review

Avior Wealth Management increased its Invesco Floating Rate Municipal Income ETF (PVI) stake by 12% in Q3 2026, buying an estimated $59.9K and bringing the position to 22,091 shares worth $551K. The position accounts for 0.01% of the portfolio, ranked #483.

Avior Wealth Management first reported a position in PVI in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.21M in Q2 2025. 13 funds tracked by Wall St. Rank hold PVI as of Q3 2026.

Avior Wealth Management held 22,091 shares of Invesco Floating Rate Municipal Income ETF worth $551K as of Q3 2026.
Avior Wealth Management bought 2,412 Invesco Floating Rate Municipal Income ETF shares in Q3 2026, an estimated $59.9K.
Invesco Floating Rate Municipal Income ETF made up 0.01% of Avior Wealth Management's portfolio in Q3 2026, its #483 holding.
Avior Wealth Management first reported a position in Invesco Floating Rate Municipal Income ETF in Q1 2025 and has held it in 7 quarters since.
Avior Wealth Management's Invesco Floating Rate Municipal Income ETF position peaked at $1.21M in Q2 2025.
13 funds tracked by Wall St. Rank held Invesco Floating Rate Municipal Income ETF as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.