Financial Advocates Investment Management’s Invesco Floating Rate Municipal Income ETF PVI Stock Holding History

Financial Advocates Investment 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
2025 Q3	–	Sell	-9,260	Closed	-$230K	–	455
2025 Q2	$230K	Buy	9,260 +35	+0.4%	+$870	0.02%	560
2025 Q1	$229K	Buy	+9,225	New	+$229K	0.02%	646

Other funds holding PVI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

FAFN

First Affirmative Financial Network Colorado Springs, Colorado $258M AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Financial Advocates Investment Management's PVI Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Invesco Floating Rate Municipal Income ETF (PVI) in Q3 2025, closing a stake of 9,260 shares — an estimated $230K sold.

Financial Advocates Investment Management first reported a position in PVI in Q1 2025 and held it in 2 quarters. The position peaked at $230K in Q2 2025. 22 funds tracked by Wall St. Rank hold PVI as of Q3 2025.

Financial Advocates Investment Management reported no remaining Invesco Floating Rate Municipal Income ETF position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 9,260 Invesco Floating Rate Municipal Income ETF shares in Q3 2025, an estimated $230K.
Financial Advocates Investment Management first reported a position in Invesco Floating Rate Municipal Income ETF in Q1 2025 and held it in 2 quarters.
Financial Advocates Investment Management's Invesco Floating Rate Municipal Income ETF position peaked at $230K in Q2 2025.
22 funds tracked by Wall St. Rank held Invesco Floating Rate Municipal Income ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.