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Wealthcare Advisory Partners’s Invesco Floating Rate Municipal Income ETF PVI Stock Holding History

Wealthcare Advisory Partners’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
Q2 		$2.15M Sell
86,297
-29,499
-25% -$732K 0.04% 346
2026
Q1 		$2.88M Buy
115,796
+36,499
+46% +$905K 0.06% 284
2025
Q4 		$1.98M Buy
79,297
+24,302
+44% +$604K 0.04% 369
2025
Q3 		$1.37M Buy
54,995
+12,076
+28% +$300K 0.03% 421
2025
Q2 		$1.06M Sell
42,919
-4,285
-9% -$106K 0.02% 466
2025
Q1 		$1.17M Buy
47,204
+4,328
+10% +$107K 0.03% 412
2024
Q4 		$1.06M Buy
42,876
+3,525
+9% +$87.5K 0.03% 407
2024
Q3 		$978K Sell
39,351
-267
-0.7% -$6.63K 0.03% 425
2024
Q2 		$982K Buy
39,618
+356
+0.9% +$8.84K 0.03% 387
2024
Q1 		$974K Sell
39,262
-5,061
-11% -$126K 0.03% 373
2023
Q4 		$1.1M Sell
44,323
-3,109
-7% -$77.1K 0.04% 296
2023
Q3 		$1.18M Sell
47,432
-11,042
-19% -$275K 0.05% 252
2023
Q2 		$1.46M Buy
58,474
+5,809
+11% +$145K 0.07% 224
2023
Q1 		$1.31M Buy
+52,665
New +$1.31M 0.06% 245

Other funds holding PVI

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
WCP
Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $234M AUM 31.19% 1-Year Est. Return

Wealthcare Advisory Partners's PVI Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Invesco Floating Rate Municipal Income ETF (PVI) stake by 25% in Q2 2026, selling an estimated $732K and leaving 86,297 shares worth $2.15M. The position accounts for 0.04% of the portfolio, ranked #346.

Wealthcare Advisory Partners first reported a position in PVI in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.88M in Q1 2026. 6 funds tracked by Wall St. Rank hold PVI as of Q2 2026.

  • Wealthcare Advisory Partners held 86,297 shares of Invesco Floating Rate Municipal Income ETF worth $2.15M as of Q2 2026.
  • Wealthcare Advisory Partners sold 29,499 Invesco Floating Rate Municipal Income ETF shares in Q2 2026, an estimated $732K.
  • Invesco Floating Rate Municipal Income ETF made up 0.04% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #346 holding.
  • Wealthcare Advisory Partners first reported a position in Invesco Floating Rate Municipal Income ETF in Q1 2023 and has held it in 14 quarters since.
  • Wealthcare Advisory Partners's Invesco Floating Rate Municipal Income ETF position peaked at $2.88M in Q1 2026.
  • 6 funds tracked by Wall St. Rank held Invesco Floating Rate Municipal Income ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.