Institutional Ownership Invesco ETF Tr Ii Var Rate Pfd (VRP)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Var Rate Pfd (VRP). We have compiled data on the 258 institutions that hold shares in the stock, with a total of 48.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Elmwood Wealth Management, Inc.
|
Apr 28, 2025 Q1 2025 |
148,190
shares
|
$3.61 Million
1.62% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
138,016
shares
|
$3.37 Million
2.65% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
135,234
shares
|
$3.3 Million
0.0% of portfolio
|
Q3 2024
Added 112.5%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
132,249
shares
|
$3.23 Million
0.02% of portfolio
|
Q4 2024
Reduced 15.34%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
122,384
shares
|
$2.98 Million
0.0% of portfolio
|
Q1 2025
Added 16.2%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
121,119
shares
|
$2.95 Million
1.94% of portfolio
|
Q1 2025
Added 18.16%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
106,361
shares
|
$2.59 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Apr 18, 2025 Q1 2025 |
103,610
shares
|
$2.53 Million
2.04% of portfolio
|
Q1 2025
Reduced 17.27%
|
|
|
First National Corp
|
Apr 11, 2025 Q1 2025 |
103,525
shares
|
$2.52 Million
0.58% of portfolio
|
Q1 2025
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
101,192
shares
|
$2.47 Million
0.1% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
100,888
shares
|
$2.46 Million
0.49% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
May 13, 2025 Q1 2025 |
96,882
shares
|
$2.36 Million
2.03% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
93,841
shares
|
$2.29 Million
0.01% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Addison Capital CO
|
May 27, 2025 Q1 2025 |
90,596
shares
|
$2.21 Million
0.91% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
90,438
shares
|
$2.21 Million
0.53% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
89,125
shares
|
$2.17 Million
0.02% of portfolio
|
Q1 2025
Reduced 16.33%
|
|
|
Beta Wealth Group, Inc.
|
May 08, 2025 Q1 2025 |
87,425
shares
|
$2.13 Million
1.07% of portfolio
|
Q1 2025
Added 77.22%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
83,344
shares
|
$2.03 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.13%
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
81,915
shares
|
$2 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Dearborn Partners LLC
|
May 08, 2025 Q1 2025 |
81,829
shares
|
$2 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Spectrum Asset Management, Inc.
|
Apr 28, 2025 Q1 2025 |
78,451
shares
|
$1.91 Million
3.84% of portfolio
|
Q1 2025
Reduced 90.91%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
78,011
shares
|
$1.9 Million
0.07% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
May 09, 2025 Q1 2025 |
76,133
shares
|
$1.86 Million
0.88% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
75,413
shares
|
$1.84 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
73,085
shares
|
$1.78 Million
0.99% of portfolio
|
Q1 2025
Added 10.78%
|