WealthBridge Capital Management
PVI icon

WealthBridge Capital Management’s Invesco Floating Rate Municipal Income ETF PVI Stock Holding History

WealthBridge Capital 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 		$228K Buy
9,151
+34
+0.4% +$845 0.04% 227
2026
Q2 		$227K Buy
9,117
+50
+0.6% +$1.24K 0.05% 216
2026
Q1 		$225K Buy
9,067
+44
+0.5% +$1.09K 0.05% 202
2025
Q4 		$225K Buy
9,023
+23
+0.3% +$571 0.05% 196
2025
Q3 		$223K Sell
9,000
-1,898
-17% -$47.2K 0.05% 199
2025
Q2 		$270K Buy
10,898
+67
+0.6% +$1.66K 0.07% 182
2025
Q1 		$269K Buy
10,831
+56
+0.5% +$1.39K 0.08% 173
2024
Q4 		$266K Buy
10,775
+75
+0.7% +$1.86K 0.07% 170
2024
Q3 		$266K Sell
10,700
-462
-4% -$11.5K 0.08% 171
2024
Q2 		$277K Sell
11,162
-965
-8% -$24K 0.09% 145
2024
Q1 		$301K Buy
12,127
+81
+0.7% +$2.01K 0.1% 129
2023
Q4 		$299K Buy
12,046
+95
+0.8% +$2.36K 0.11% 122
2023
Q3 		$297K Sell
11,951
-3,345
-22% -$83.2K 0.12% 122
2023
Q2 		$381K Sell
15,296
-362
-2% -$9.03K 0.15% 104
2023
Q1 		$391K Buy
15,658
+585
+4% +$14.6K 0.16% 114
2022
Q4 		$376K Buy
15,073
+5,370
+55% +$134K 0.16% 126
2022
Q3 		$241K Hold
9,703
– – 0.1% 169
2022
Q2 		$241K Buy
+9,703
New +$241K 0.1% 169
2019
Q2 		– Sell
-3,037
Closed -$76K – 675
2019
Q1 		$76K Hold
3,037
– – 0.05% 221
2018
Q4 		$76K Buy
+3,037
New +$75.7K 0.06% 199

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LPL Financial
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Avior Wealth Management
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First Affirmative Financial Network
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Wealthcare Capital Partners
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Wealthcare Capital Management
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SimpliFi Inc
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Smith Partners Wealth Management
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WealthBridge Capital Management's PVI Position: Q3 2026 in Review

WealthBridge Capital Management increased its Invesco Floating Rate Municipal Income ETF (PVI) stake by 0.37% in Q3 2026, buying an estimated $845 and bringing the position to 9,151 shares worth $228K. The position accounts for 0.04% of the portfolio, ranked #227.

WealthBridge Capital Management first reported a position in PVI in Q4 2018 and has held it in 20 quarters since. The position peaked at $391K in Q1 2023. 18 funds tracked by Wall St. Rank hold PVI as of Q3 2026.

  • WealthBridge Capital Management held 9,151 shares of Invesco Floating Rate Municipal Income ETF worth $228K as of Q3 2026.
  • WealthBridge Capital Management bought 34 Invesco Floating Rate Municipal Income ETF shares in Q3 2026, an estimated $845.
  • Invesco Floating Rate Municipal Income ETF made up 0.04% of WealthBridge Capital Management's portfolio in Q3 2026, its #227 holding.
  • WealthBridge Capital Management first reported a position in Invesco Floating Rate Municipal Income ETF in Q4 2018 and has held it in 20 quarters since.
  • WealthBridge Capital Management's Invesco Floating Rate Municipal Income ETF position peaked at $391K in Q1 2023.
  • 18 funds tracked by Wall St. Rank held Invesco Floating Rate Municipal Income ETF as of Q3 2026.

Based on WealthBridge Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.