Global Retirement Partners’s Invesco Floating Rate Municipal Income ETF PVI Stock Holding History

Global Retirement Partners’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
2023 Q4	–	Sell	-150	Closed	-$3.73K	–	3457
2023 Q3	$3.73K	Hold	150	–	–	﹤0.01%	2297
2023 Q2	$3.73K	Hold	150	–	–	﹤0.01%	2319
2023 Q1	$3.74K	Hold	150	–	–	﹤0.01%	2269
2022 Q4	$3.74K	Hold	150	–	–	﹤0.01%	2121
2022 Q3	$4K	Hold	150	–	–	﹤0.01%	2025
2022 Q2	$4K	Hold	150	–	–	﹤0.01%	1991
2022 Q1	$4K	Buy	+150	New	+$3.73K	﹤0.01%	1988

Other funds holding PVI

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

JCM

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Global Retirement Partners's PVI Position: Q4 2023 in Review

Global Retirement Partners sold out of Invesco Floating Rate Municipal Income ETF (PVI) in Q4 2023, closing a stake of 150 shares — an estimated $3.73K sold.

Global Retirement Partners first reported a position in PVI in Q1 2022 and held it in 7 quarters. The position peaked at $4K in Q3 2022. 24 funds tracked by Wall St. Rank hold PVI as of Q4 2023.

Global Retirement Partners reported no remaining Invesco Floating Rate Municipal Income ETF position as of Q4 2023 after selling out during the quarter.
Global Retirement Partners sold 150 Invesco Floating Rate Municipal Income ETF shares in Q4 2023, an estimated $3.73K.
Global Retirement Partners first reported a position in Invesco Floating Rate Municipal Income ETF in Q1 2022 and held it in 7 quarters.
Global Retirement Partners's Invesco Floating Rate Municipal Income ETF position peaked at $4K in Q3 2022.
24 funds tracked by Wall St. Rank held Invesco Floating Rate Municipal Income ETF as of Q4 2023.

Based on Global Retirement Partners's 13F filing for Q4 2023, filed 18 Jan 2024.