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

Wealthcare 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
Q2 		$349K Buy
14,037
+24
+0.2% +$596 0.03% 80
2026
Q1 		$349K Buy
14,013
+2,672
+24% +$66.3K 0.03% 73
2025
Q4 		$283K Buy
+11,341
New +$282K 0.03% 77

Other funds holding PVI

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
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
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 Capital Management's PVI Position: Q2 2026 in Review

Wealthcare Capital Management increased its Invesco Floating Rate Municipal Income ETF (PVI) stake by 0.17% in Q2 2026, buying an estimated $596 and bringing the position to 14,037 shares worth $349K. The position accounts for 0.03% of the portfolio, ranked #80.

Wealthcare Capital Management first reported a position in PVI in Q4 2025 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold PVI as of Q2 2026.

  • Wealthcare Capital Management held 14,037 shares of Invesco Floating Rate Municipal Income ETF worth $349K as of Q2 2026.
  • Wealthcare Capital Management bought 24 Invesco Floating Rate Municipal Income ETF shares in Q2 2026, an estimated $596.
  • Invesco Floating Rate Municipal Income ETF made up 0.03% of Wealthcare Capital Management's portfolio in Q2 2026, its #80 holding.
  • Wealthcare Capital Management first reported a position in Invesco Floating Rate Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 6 funds tracked by Wall St. Rank held Invesco Floating Rate Municipal Income ETF as of Q2 2026.

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