Foundations Investment Advisors’s Invesco Floating Rate Municipal Income ETF PVI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $449K | Buy |
18,131
+5,714
| +46% | +$142K | 0.01% | 616 |
|
|
2025
Q1 | $308K | Buy |
12,417
+2,543
| +26% | +$63.1K | 0.01% | 706 |
|
|
2024
Q4 | $244K | Sell |
9,874
-1,379
| -12% | -$34.1K | ﹤0.01% | 719 |
|
|
2024
Q3 | $280K | Buy |
11,253
+1,279
| +13% | +$31.8K | 0.01% | 657 |
|
|
2024
Q2 | $247K | Buy |
+9,974
| New | +$247K | 0.01% | 659 |
|