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

Wealth Enhancement 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
2026 Q3	$884K	Buy	+35,536	New	+$883K	﹤0.01%	2284
2024 Q4	–	Sell	-10,893	Closed	-$271K	–	3081
2024 Q3	$271K	Sell	10,893 -2,970	-21%	-$73.7K	﹤0.01%	2246
2024 Q2	$344K	Sell	13,863 -1,082	-7%	-$26.9K	﹤0.01%	1886
2024 Q1	$371K	Sell	14,945 -17,472	-54%	-$433K	﹤0.01%	1771
2023 Q4	$803K	Sell	32,417 -7,250	-18%	-$180K	﹤0.01%	1254
2023 Q3	$985K	Buy	+39,667	New	+$986K	﹤0.01%	1102

Other funds holding PVI

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

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 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

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services opened a new position in Invesco Floating Rate Municipal Income ETF (PVI) in Q3 2026: 35,536 shares worth $884K. The stake represents ﹤0.01% of the portfolio and ranks #2284 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in PVI as recently as Q3 2024.

Wealth Enhancement Advisory Services first reported a position in PVI in Q3 2023 and has held it in 6 quarters since. The position peaked at $985K in Q3 2023. 23 funds tracked by Wall St. Rank hold PVI as of Q3 2026.

Wealth Enhancement Advisory Services held 35,536 shares of Invesco Floating Rate Municipal Income ETF worth $884K as of Q3 2026.
Invesco Floating Rate Municipal Income ETF was a new Wealth Enhancement Advisory Services position in Q3 2026.
Invesco Floating Rate Municipal Income ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2284 holding.
Wealth Enhancement Advisory Services first reported a position in Invesco Floating Rate Municipal Income ETF in Q3 2023 and has held it in 6 quarters since.
Wealth Enhancement Advisory Services's Invesco Floating Rate Municipal Income ETF position peaked at $985K in Q3 2023.
23 funds tracked by Wall St. Rank held Invesco Floating Rate Municipal Income ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.