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 Q3	$2.09M	Sell	83,830 -2,467	-3%	-$61.3K	0.04%	385
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

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

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

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

Wealthcare Advisory Partners's PVI Position: Q3 2026 in Review

Wealthcare Advisory Partners reduced its Invesco Floating Rate Municipal Income ETF (PVI) stake by 2.9% in Q3 2026, selling an estimated $61.3K and leaving 83,830 shares worth $2.09M. The position accounts for 0.04% of the portfolio, ranked #385.

Wealthcare Advisory Partners first reported a position in PVI in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.88M in Q1 2026. 23 funds tracked by Wall St. Rank hold PVI as of Q3 2026.

Wealthcare Advisory Partners held 83,830 shares of Invesco Floating Rate Municipal Income ETF worth $2.09M as of Q3 2026.
Wealthcare Advisory Partners sold 2,467 Invesco Floating Rate Municipal Income ETF shares in Q3 2026, an estimated $61.3K.
Invesco Floating Rate Municipal Income ETF made up 0.04% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #385 holding.
Wealthcare Advisory Partners first reported a position in Invesco Floating Rate Municipal Income ETF in Q1 2023 and has held it in 15 quarters since.
Wealthcare Advisory Partners's Invesco Floating Rate Municipal Income ETF position peaked at $2.88M in Q1 2026.
23 funds tracked by Wall St. Rank held Invesco Floating Rate Municipal Income ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.