PVI β€” INVESCO VRDO TAX-FREE WEEKLY ETF

Ownership history in WealthBridge Capital Management, LLC  Β·  17 quarters on record

AI Ownership Summary

WealthBridge Capital Management, LLC reported INVESCO VRDO TAX-FREE WEEKLY ETF (PVI) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.11% in 2023 Q4. The latest visible filing shows PVI at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PVI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WealthBridge Capital Management, LLC's position in INVESCO VRDO TAX-FREE WEEKLY ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PVI was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PVI stock page WealthBridge Capital Management, LLC fund profile WealthBridge Capital Management, LLC full holdings
How WealthBridge Capital Management, LLC held PVI β€” position size vs. price
% of Fund (quarterly)    PVI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 9,023 +23 +0.3% 0.05% $225K 2026-02-14 (Est.) $24.74
2025 Q3 REDUCED 9,000 -1,898 -17.4% 0.05% $223K 2025-11-07 $24.59
2025 Q2 ADDED 10,898 +67 +0.6% 0.07% $270K 2025-08-12 $24.50
2025 Q1 ADDED 10,831 +56 +0.5% 0.08% $269K 2025-04-25 $24.34
2024 Q4 ADDED 10,775 +75 +0.7% 0.07% $266K 2025-02-03 $24.17
2024 Q3 REDUCED 10,700 -462 -4.1% 0.08% $266K 2024-10-07 $23.94
2024 Q2 REDUCED 11,162 -965 -8.0% 0.09% $277K 2024-08-02 $23.86
2024 Q1 ADDED 12,127 +81 +0.7% 0.10% $301K 2024-04-30 $23.72
2023 Q4 ADDED 12,046 +95 +0.8% 0.11% $299K 2024-02-12 $23.61
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding PVI

As of 2026 Q1 β€” sorted by position size

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FAQ About WealthBridge Capital Management, LLC and PVI

These are the practical questions this page is built to answer before you even open the full history table.

How long has WealthBridge Capital Management, LLC reported owning PVI?

WealthBridge Capital Management, LLC reported PVI across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PVI position in WealthBridge Capital Management, LLC's portfolio?

The largest reported portfolio weight for PVI was 0.11% in 2023 Q4.

What is the latest reported PVI position on this page?

The most recent filing on this page is 2025 Q4, when WealthBridge Capital Management, LLC reported 9,023 shares, equal to 0.05% of portfolio, with an estimated market value of $225K.

What does the chart on this PVI ownership page compare?

The chart compares WealthBridge Capital Management, LLC's quarterly PVI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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