Cetera Investment Advisers
PVI icon

Cetera Investment Advisers’s Invesco Floating Rate Municipal Income ETF PVI Stock Holding History

Cetera Investment Advisers’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 		$702K Buy
28,221
+471
+2% +$11.7K ﹤0.01% 3219
2025
Q4 		$692K Hold
27,750
– – ﹤0.01% 3164
2025
Q3 		$689K Buy
+27,750
New +$690K ﹤0.01% 3114

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WCP
Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return

Cetera Investment Advisers's PVI Position: Q1 2026 in Review

Cetera Investment Advisers increased its Invesco Floating Rate Municipal Income ETF (PVI) stake by 1.7% in Q1 2026, buying an estimated $11.7K and bringing the position to 28,221 shares worth $702K. The position accounts for ﹤0.01% of the portfolio, ranked #3219.

Cetera Investment Advisers first reported a position in PVI in Q3 2025 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold PVI as of Q1 2026.

  • Cetera Investment Advisers held 28,221 shares of Invesco Floating Rate Municipal Income ETF worth $702K as of Q1 2026.
  • Cetera Investment Advisers bought 471 Invesco Floating Rate Municipal Income ETF shares in Q1 2026, an estimated $11.7K.
  • Invesco Floating Rate Municipal Income ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3219 holding.
  • Cetera Investment Advisers first reported a position in Invesco Floating Rate Municipal Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 30 funds tracked by Wall St. Rank held Invesco Floating Rate Municipal Income ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.