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FinTrust Capital Advisors’s Invesco Floating Rate Municipal Income ETF PVI Stock Holding History

FinTrust Capital 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
2022
Q4 		– Sell
-9,890
Closed -$246K – 1261
2022
Q3 		$246K Buy
+9,890
New +$246K 0.06% 235

Other funds holding PVI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FinTrust Capital Advisors's PVI Position: Q4 2022 in Review

FinTrust Capital Advisors sold out of Invesco Floating Rate Municipal Income ETF (PVI) in Q4 2022, closing a stake of 9,890 shares — an estimated $246K sold.

FinTrust Capital Advisors first reported a position in PVI in Q3 2022 and held it in 1 quarter. The position peaked at $246K in Q3 2022. 19 funds tracked by Wall St. Rank hold PVI as of Q4 2022.

  • FinTrust Capital Advisors reported no remaining Invesco Floating Rate Municipal Income ETF position as of Q4 2022 after selling out during the quarter.
  • FinTrust Capital Advisors sold 9,890 Invesco Floating Rate Municipal Income ETF shares in Q4 2022, an estimated $246K.
  • FinTrust Capital Advisors first reported a position in Invesco Floating Rate Municipal Income ETF in Q3 2022 and held it in 1 quarter.
  • FinTrust Capital Advisors's Invesco Floating Rate Municipal Income ETF position peaked at $246K in Q3 2022.
  • 19 funds tracked by Wall St. Rank held Invesco Floating Rate Municipal Income ETF as of Q4 2022.

Based on FinTrust Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.