Pine Harbor Wealth Management
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Pine Harbor Wealth Management’s Invesco Floating Rate Municipal Income ETF PVI Stock Holding History

Pine Harbor Wealth Management’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 		$738K Buy
+29,595
New +$735K 0.2% 43

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Wealth Enhancement Advisory Services
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Pine Harbor Wealth Management's PVI Position: Q3 2026 in Review

Pine Harbor Wealth Management opened a new position in Invesco Floating Rate Municipal Income ETF (PVI) in Q3 2026: 29,595 shares worth $738K. The stake represents 0.2% of the portfolio and ranks #43 among its holdings.

24 funds tracked by Wall St. Rank hold PVI as of Q3 2026.

  • Pine Harbor Wealth Management held 29,595 shares of Invesco Floating Rate Municipal Income ETF worth $738K as of Q3 2026.
  • Invesco Floating Rate Municipal Income ETF was a new Pine Harbor Wealth Management position in Q3 2026.
  • Invesco Floating Rate Municipal Income ETF made up 0.2% of Pine Harbor Wealth Management's portfolio in Q3 2026, its #43 holding.
  • 24 funds tracked by Wall St. Rank held Invesco Floating Rate Municipal Income ETF as of Q3 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.