Public ownership evidence

Invesco Floating Rate Municipal Income ETF (PVI) Ownership Disclosures

Read PVI insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Step 1 of 3

Recent institutional filing receipts

Invesco Floating Rate Municipal Income ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Foundations Investment Advisors, LLC
Report period
2026-06-30
Available
2026-08-15
Reported shares
50,210
Value (USD)
$1,249,471
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001743404-26-000008
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read PVI fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read PVI fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Foundations Investment Advisors, LLC2026-06-302026-08-1550,210$1,249,471None
OSAIC HOLDINGS, INC.2026-06-302026-08-1554,724$1,362,068None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15731$18,191None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1510,251$255,096None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15269$6,694None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-151,259$31,330None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15806$20,063None
WELLS FARGO & COMPANY/MN2026-06-302026-08-152,700$67,190None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1548,306$1,202,095None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1562,458$1,554,260None
Rockefeller Capital Management L.P.2026-06-302026-08-14248$6,171None
UBS Group AG2026-06-302026-08-14196$4,877None
MORGAN STANLEY2026-06-302026-08-1411,730$291,901None
MORGAN STANLEY2026-06-302026-08-141$44None
SYKON CAPITAL LLC2026-06-302026-08-13164,824$4,101,645None
Integrated Wealth Concepts LLC2026-06-302026-08-131,156$28,782None
Cetera Investment Advisers2026-06-302026-08-1328,221$702,280None
US BANCORP \DE\2026-06-302026-08-131,067$26,552None
Arkadios Wealth Advisors2026-06-302026-08-1113,910$346,150None
Hurley Capital, LLC2026-06-302026-08-111,091$27,159None
LPL Financial LLC2026-06-302026-08-0832,686$813,396None
Janney Montgomery Scott LLC2026-06-302026-08-0639,964$995,000None
Mechanics Financial Corp2026-06-302026-08-061,700$42,305None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-0417,839$443,924None
Private Advisor Group, LLC2026-06-302026-07-289,870$245,624None
WealthBridge Capital Management, LLC2026-06-302026-07-259,117$226,875None
SimpliFi, Inc.2026-06-302026-07-2512,312$306,376None
FLAGSHIP HARBOR ADVISORS, LLC2026-06-302026-07-2339,473$982,287None
Net Worth Advisory Group2026-06-302026-07-158,860$220,473None
Olistico Wealth, LLC2026-06-302026-07-14100$2,489None

90-day public filing window, up to 50 source positions.

Foundations Investment Advisors, LLC ↗OSAIC HOLDINGS, INC. ↗FIDUCIARY FINANCIAL ADVISORS ↗RAYMOND JAMES FINANCIAL INC ↗RAYMOND JAMES FINANCIAL INC ↗RAYMOND JAMES FINANCIAL INC ↗WELLS FARGO & COMPANY/MN ↗WELLS FARGO & COMPANY/MN ↗BANK OF AMERICA CORP /DE/ ↗BANK OF AMERICA CORP /DE/ ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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