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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

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 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 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. 10 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.
  • 10 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.