Madden Advisory Services’s Invesco Floating Rate Municipal Income ETF PVI Stock Holding History

Madden Advisory Services’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
2014 Q3	–	Sell	-106	Closed	-$3K	–	396
2014 Q2	$3K	Hold	106	–	–	﹤0.01%	337
2014 Q1	$3K	Hold	106	–	–	﹤0.01%	334
2013 Q4	$3K	Hold	106	–	–	﹤0.01%	279
2013 Q3	$3K	Sell	106 -2,405	-96%	-$60.1K	﹤0.01%	253
2013 Q2	$63K	Buy	+2,511	New	+$62.7K	0.05%	95

Other funds holding PVI

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

Madden Advisory Services's PVI Position: Q3 2014 in Review

Madden Advisory Services sold out of Invesco Floating Rate Municipal Income ETF (PVI) in Q3 2014, closing a stake of 106 shares — an estimated $3K sold.

Madden Advisory Services first reported a position in PVI in Q2 2013 and held it in 5 quarters. The position peaked at $63K in Q2 2013. 27 funds tracked by Wall St. Rank hold PVI as of Q3 2014.

Madden Advisory Services reported no remaining Invesco Floating Rate Municipal Income ETF position as of Q3 2014 after selling out during the quarter.
Madden Advisory Services sold 106 Invesco Floating Rate Municipal Income ETF shares in Q3 2014, an estimated $3K.
Madden Advisory Services first reported a position in Invesco Floating Rate Municipal Income ETF in Q2 2013 and held it in 5 quarters.
Madden Advisory Services's Invesco Floating Rate Municipal Income ETF position peaked at $63K in Q2 2013.
27 funds tracked by Wall St. Rank held Invesco Floating Rate Municipal Income ETF as of Q3 2014.

Based on Madden Advisory Services's 13F filing for Q3 2014, filed 12 Nov 2014.