Piershale Financial Group’s Invesco Floating Rate Municipal Income ETF PVI Stock Holding History

Piershale Financial Group’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
2020 Q3	–	Sell	-20,884	Closed	-$521K	–	23
2020 Q2	$521K	Buy	+20,884	New	+$521K	0.3%	13
2018 Q3	–	Sell	-12,817	Closed	-$319K	–	29
2018 Q2	$319K	Sell	12,817 -753	-6%	-$18.8K	0.17%	18
2018 Q1	$337K	Buy	+13,570	New	+$338K	0.18%	16

Other funds holding PVI

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

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

RCAG

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

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Piershale Financial Group's PVI Position: Q3 2020 in Review

Piershale Financial Group sold out of Invesco Floating Rate Municipal Income ETF (PVI) in Q3 2020, closing a stake of 20,884 shares — an estimated $521K sold.

Piershale Financial Group first reported a position in PVI in Q1 2018 and held it in 3 quarters. The position peaked at $521K in Q2 2020. 18 funds tracked by Wall St. Rank hold PVI as of Q3 2020.

Piershale Financial Group reported no remaining Invesco Floating Rate Municipal Income ETF position as of Q3 2020 after selling out during the quarter.
Piershale Financial Group sold 20,884 Invesco Floating Rate Municipal Income ETF shares in Q3 2020, an estimated $521K.
Piershale Financial Group first reported a position in Invesco Floating Rate Municipal Income ETF in Q1 2018 and held it in 3 quarters.
Piershale Financial Group's Invesco Floating Rate Municipal Income ETF position peaked at $521K in Q2 2020.
18 funds tracked by Wall St. Rank held Invesco Floating Rate Municipal Income ETF as of Q3 2020.

Based on Piershale Financial Group's 13F filing for Q3 2020, filed 19 Oct 2020.