PVI

Invesco Floating Rate Munici
UnclassifiedUSCUSIP 46138G862◍ Confluence graph
Tracked 13F Holders
4
+5 QoQ
13F Value (tracked)
$4.7M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)2 adding · 0 trimming
Insider net (180d)$0
Price history not yet available for PVI.
Build

Use PVI data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns PVI

This stock page is the Follow view. The Build view lets your agent query PVI owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/PVI"
Ask your agent
Use Arkolith to show who owns PVI,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

4 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Wealthcare Advisory Partners LLC
$2.9M
116K
+46%
Added · +36K sh
Q1 2026
2FOUNDATIONS INVESTMENT ADVISORS, LLC
$1.1M
46K
+21%
Added · +8K sh
Q1 2026
3Arkadios Wealth Advisors
$426K
17K
New
+17K sh
Q1 2026
4Private Advisor Group, LLC
$218K
9K
−6.5%
Reduced · −609 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
0
funds
Added
2
funds
Reduced
0
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

19 funds+6 since Q2 2022
01020Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $13.1M

Funds that own PVI also own

CompanyCo-held byCombined value
APPLE INCAAPL7 funds$2.8B
SS SPDR S&P 500 ETF TRUST-USSPY7 funds$2.6B
NVIDIA CORPNVDA7 funds$2.5B
MICROSOFT CORPMSFT7 funds$2.4B
AMAZON.COM INCAMZN7 funds$1.7B
ALPHABET INC-CL AGOOGL7 funds$1.7B
ISHARES CORE S&P 500 ETFIVV7 funds$1.3B
INVESCO QQQ TRUST SERIES 1QQQ7 funds$1.3B
VANGUARD S&P 500 ETFVOO7 funds$1.2B
BROADCOM INCAVGO7 funds$1.2B
JPMORGAN CHASE & COJPM7 funds$1.0B
VANGUARD TOTAL STOCK MKT ETFVTI7 funds$1.0B

Ranked by how many of PVI's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PVI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.