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

Wealthcare Capital 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 		$352K Sell
14,143
-4,232
-23% -$105K 0.15% 116
2026
Q1 		$457K Buy
+18,375
New +$456K 0.21% 93
2025
Q1 		– Sell
-8,994
Closed -$222K – 133
2024
Q4 		$222K Buy
+8,994
New +$223K 0.12% 112

Other funds holding PVI

SC
Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

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

Wealthcare Capital Partners reduced its Invesco Floating Rate Municipal Income ETF (PVI) stake by 23% in Q2 2026, selling an estimated $105K and leaving 14,143 shares worth $352K. The position accounts for 0.15% of the portfolio, ranked #116.

Wealthcare Capital Partners first reported a position in PVI in Q4 2024 and has held it in 3 quarters since. The position peaked at $457K in Q1 2026. 28 funds tracked by Wall St. Rank hold PVI as of Q2 2026.

  • Wealthcare Capital Partners held 14,143 shares of Invesco Floating Rate Municipal Income ETF worth $352K as of Q2 2026.
  • Wealthcare Capital Partners sold 4,232 Invesco Floating Rate Municipal Income ETF shares in Q2 2026, an estimated $105K.
  • Invesco Floating Rate Municipal Income ETF made up 0.15% of Wealthcare Capital Partners's portfolio in Q2 2026, its #116 holding.
  • Wealthcare Capital Partners first reported a position in Invesco Floating Rate Municipal Income ETF in Q4 2024 and has held it in 3 quarters since.
  • Wealthcare Capital Partners's Invesco Floating Rate Municipal Income ETF position peaked at $457K in Q1 2026.
  • 28 funds tracked by Wall St. Rank held Invesco Floating Rate Municipal Income ETF as of Q2 2026.

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