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 |
|---|---|---|---|---|---|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
71,928
shares
|
$1.75 Million
0.36% of portfolio
|
Q1 2025
Reduced 5.65%
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
70,171
shares
|
$1.71 Million
0.41% of portfolio
|
Q1 2025
Added 7.78%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
69,971
shares
|
$1.71 Million
0.35% of portfolio
|
Q3 2022
Reduced 1.04%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
69,015
shares
|
$1.68 Million
1.06% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
68,994
shares
|
$1.68 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
67,733
shares
|
$1.65 Million
0.25% of portfolio
|
Q1 2025
Added 10.32%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
65,772
shares
|
$1.6 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
65,688
shares
|
$1.6 Million
0.07% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Wealth Care Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
63,108
shares
|
$1.54 Million
0.65% of portfolio
|
Q1 2025
Added 14.1%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
62,980
shares
|
$1.54 Million
0.38% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
62,578
shares
|
$1.53 Million
0.05% of portfolio
|
Q1 2025
Added 5.94%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
60,479
shares
|
$1.48 Million
0.19% of portfolio
|
Q4 2024
Added 25.53%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
59,345
shares
|
$1.45 Million
0.01% of portfolio
|
Q1 2025
Added 17.15%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
57,201
shares
|
$1.4 Million
0.11% of portfolio
|
Q1 2025
Added 10.33%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
57,000
shares
|
$1.39 Million
0.01% of portfolio
|
Q1 2025
Reduced 25.52%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
56,903
shares
|
$1.39 Million
0.09% of portfolio
|
Q3 2022
Added 3.35%
|
|
|
Stelac Advisory Services LLC
New York, NY |
May 14, 2025 Q1 2025 |
55,932
shares
|
$1.36 Million
0.57% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
54,903
shares
|
$1.34 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.01%
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
54,903
shares
|
$1.34 Million
0.27% of portfolio
|
Q1 2025
Reduced 7.01%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
54,709
shares
|
$1.33 Million
0.05% of portfolio
|
Q2 2020
Added 0.48%
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
54,475
shares
|
$1.33 Million
0.08% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
52,522
shares
|
$1.28 Million
0.35% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
52,292
shares
|
$1.28 Million
0.37% of portfolio
|
Q1 2025
Reduced 12.79%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
51,765
shares
|
$1.26 Million
0.44% of portfolio
|
Q1 2024
Reduced 0.19%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
49,799
shares
|
$1.21 Million
0.35% of portfolio
|
Q1 2025
Reduced 3.15%
|