Foundations Investment Advisors, LLC
EndowmentPosition in PVI — Invesco Floating Rate Municipal Income ETF
CIK 1743404
PHOENIX, AZ
All Filings in PVI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 PVI | $1,139,443 | 45,816 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 PVI | $939,733 | 37,710 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 PVI | $526,842 | 21,218 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 PVI | $449,467 | 18,131 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 PVI | $308,314 | 12,417 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 PVI | $243,986 | 9,874 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 PVI | $279,749 | 11,253 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 PVI | $247,255 | 9,974 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||