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Olistico Wealth’s Invesco Floating Rate Municipal Income ETF PVI Stock Holding History

Olistico Wealth’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
2026
Q3 		$2.5K Hold
100
– – ﹤0.01% 332
2026
Q2 		$2.49K Hold
100
– – ﹤0.01% 311
2026
Q1 		$2.49K Hold
100
– – ﹤0.01% 317
2025
Q4 		$2.49K Buy
+100
New +$2.48K ﹤0.01% 310
2025
Q3 		– Sell
-100
Closed -$2.48K – 278
2025
Q2 		$2.48K Hold
100
– – ﹤0.01% 325
2025
Q1 		$2.48K Hold
100
– – ﹤0.01% 299
2024
Q4 		$2.47K Hold
100
– – ﹤0.01% 283
2024
Q3 		$2.49K Hold
100
– – ﹤0.01% 290
2024
Q2 		$2.48K Buy
+100
New +$2.48K ﹤0.01% 282

Other funds holding PVI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 23.64% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Olistico Wealth's PVI Position: Q3 2026 in Review

Olistico Wealth held its Invesco Floating Rate Municipal Income ETF (PVI) position steady in Q3 2026 at 100 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #332.

Olistico Wealth first reported a position in PVI in Q2 2024 and has held it in 9 quarters since. 6 funds tracked by Wall St. Rank hold PVI as of Q3 2026.

  • Olistico Wealth held 100 shares of Invesco Floating Rate Municipal Income ETF worth $2.5K as of Q3 2026.
  • Olistico Wealth left its Invesco Floating Rate Municipal Income ETF share count unchanged in Q3 2026.
  • Invesco Floating Rate Municipal Income ETF made up ﹤0.01% of Olistico Wealth's portfolio in Q3 2026, its #332 holding.
  • Olistico Wealth first reported a position in Invesco Floating Rate Municipal Income ETF in Q2 2024 and has held it in 9 quarters since.
  • 6 funds tracked by Wall St. Rank held Invesco Floating Rate Municipal Income ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.