Smith Partners Wealth Management’s Invesco Floating Rate Municipal Income ETF PVI Stock Holding History

Smith Partners 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	$269K	Buy	+10,781	New	+$268K	0.2%	60

Other funds holding PVI

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

First Affirmative Financial Network Colorado Springs, Colorado $456M AUM

Wealthcare Capital Partners West Chester, Pennsylvania $247M AUM 11.94% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

SimpliFi Inc San Diego, California $245M AUM 4.52% 1-Year Est. Return

WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return

Smith Partners Wealth Management's PVI Position: Q3 2026 in Review

Smith Partners Wealth Management opened a new position in Invesco Floating Rate Municipal Income ETF (PVI) in Q3 2026: 10,781 shares worth $269K. The stake represents 0.2% of the portfolio and ranks #60 among its holdings.

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

Smith Partners Wealth Management held 10,781 shares of Invesco Floating Rate Municipal Income ETF worth $269K as of Q3 2026.
Invesco Floating Rate Municipal Income ETF was a new Smith Partners Wealth Management position in Q3 2026.
Invesco Floating Rate Municipal Income ETF made up 0.2% of Smith Partners Wealth Management's portfolio in Q3 2026, its #60 holding.
17 funds tracked by Wall St. Rank held Invesco Floating Rate Municipal Income ETF as of Q3 2026.

Based on Smith Partners Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.