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

IFP 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
2017 Q4	–	Sell	-807	Closed	-$20K	–	4050
2017 Q3	$20K	Hold	807	–	–	﹤0.01%	2590
2017 Q2	$20K	Hold	807	–	–	﹤0.01%	2591
2017 Q1	$20K	Hold	807	–	–	﹤0.01%	2516
2016 Q4	$20K	Hold	807	–	–	﹤0.01%	2470
2016 Q3	$20K	Hold	807	–	–	﹤0.01%	2395
2016 Q2	$20K	Buy	+807	New	+$20.1K	﹤0.01%	2340

Other funds holding PVI

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

JCM

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

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RCAG

Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IFP Advisors's PVI Position: Q4 2017 in Review

IFP Advisors sold out of Invesco Floating Rate Municipal Income ETF (PVI) in Q4 2017, closing a stake of 807 shares — an estimated $20K sold.

IFP Advisors first reported a position in PVI in Q2 2016 and held it in 6 quarters. The position peaked at $20K in Q3 2017. 23 funds tracked by Wall St. Rank hold PVI as of Q4 2017.

IFP Advisors reported no remaining Invesco Floating Rate Municipal Income ETF position as of Q4 2017 after selling out during the quarter.
IFP Advisors sold 807 Invesco Floating Rate Municipal Income ETF shares in Q4 2017, an estimated $20K.
IFP Advisors first reported a position in Invesco Floating Rate Municipal Income ETF in Q2 2016 and held it in 6 quarters.
IFP Advisors's Invesco Floating Rate Municipal Income ETF position peaked at $20K in Q3 2017.
23 funds tracked by Wall St. Rank held Invesco Floating Rate Municipal Income ETF as of Q4 2017.

Based on IFP Advisors's 13F filing for Q4 2017, filed 24 Jan 2018.