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Invesco Floating Rate Munici (PVI)

CUSIP: 46138G862 | NYSE | 92 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Wealthcare Advisory Partners LLC83,830
0.0% of portfolio›$2.1M
Flagship Harbor Advisors, LLC40,747
0.0% of portfolio›$1.0M
Wealth Enhancement Advisory Services, LLC35,536
0.0% of portfolio›$884.3K
Avior Wealth Management, LLC22,091
0.0% of portfolio›$551.2K
First Affirmative Financial Network14,815
0.1% of portfolio›$369.6K
Wealthcare Capital Partners, LLC14,191
0.1% of portfolio›$354.1K
Wealthcare Capital Management LLC14,037
0.0% of portfolio›$350.2K
SimpliFi, Inc.12,378
0.1% of portfolio›$308.8K
Smith Partners Wealth Management, LLC10,781
0.2% of portfolio›$269.0K
WealthBridge Capital Management, LLC9,151
0.0% of portfolio›$228.3K
Net Worth Advisory Group8,907
0.1% of portfolio›$221.9K
Signature Equity Partners, LLC4,171
0.0% of portfolio›$104.1K
Hurley Capital, LLC1,096
0.0% of portfolio›$27.4K
US Bancorp \de\1,067
0.0% of portfolio›$26.6K
Farther Finance Advisors, LLC1,008
0.0% of portfolio›$25.2K
Olistico Wealth, LLC100
0.0% of portfolio›$2.5K
StyleTurnoverLocationFiled
Wealthcare Advisory Partners LLC
83,830$2.1M0.0%ETFLowWest Chester, PA2026-10-21
Flagship Harbor Advisors, LLC
40,747$1.0M0.0%ETFMediumBoston, MA2026-10-26
Wealth Enhancement Advisory Services, LLC
35,536$884.3K0.0%CoreLowPlymouth, MN2026-10-13
Avior Wealth Management, LLC
22,091$551.2K0.0%ETFMediumOmaha, NE2026-10-13
First Affirmative Financial Network
14,815$369.6K0.1%CoreN/AColorado Springs, CO2026-10-21
Wealthcare Capital Partners, LLC
14,191$354.1K0.1%ETFLowWest Chester, PA2026-10-21
Wealthcare Capital Management LLC
14,037$350.2K0.0%ETFVery LowRichmond, VA2026-10-21
SimpliFi, Inc.
12,378$308.8K0.1%ETFMediumSan Diego, CA2026-10-28
Smith Partners Wealth Management, LLC
10,781$269.0K0.2%ETFMediumGreensboro, NC2026-11-05
WealthBridge Capital Management, LLC
9,151$228.3K0.0%ETFLowWesterville, OH2026-10-16
Net Worth Advisory Group
8,907$221.9K0.1%GARPMediumSandy, UT2026-10-20
Signature Equity Partners, LLC
4,171$104.1K0.0%GrowthMediumColumbus, OH2026-10-29
Hurley Capital, LLC
1,096$27.4K0.0%GARPMediumNew York, NY2026-11-05
US Bancorp \de\
1,067$26.6K0.0%IndexLowMinneapolis, MN2026-11-05
Farther Finance Advisors, LLC
1,008$25.2K0.0%IndexLowSan Francisco, CA2026-10-08
Olistico Wealth, LLC
100$2.5K0.0%GrowthVery LowTulsa, OK2026-10-05