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 275 institutions that hold shares in the stock, with a total of 51 Million shares, which have been reported (via 13F filing form) to have a value of $1.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
81,349
shares
|
$2 Million
0.01% of portfolio
|
Q2 2025
Added 37.08%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jul 15, 2025 Q2 2025 |
76,574
shares
|
$1.88 Million
0.89% of portfolio
|
Q2 2025
New holding
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
74,809
shares
|
$1.84 Million
0.24% of portfolio
|
Q2 2025
Added 10.45%
|
|
|
Advisory Resource Group
|
Aug 08, 2025 Q2 2025 |
73,128
shares
|
$1.79 Million
0.43% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
72,698
shares
|
$1.78 Million
0.06% of portfolio
|
Q2 2025
Reduced 6.81%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
72,060
shares
|
$1.77 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
71,743
shares
|
$1.76 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
70,279
shares
|
$1.72 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
69,971
shares
|
$1.72 Million
0.35% of portfolio
|
Q3 2022
Reduced 1.04%
|
|
|
Dearborn Partners LLC
|
Aug 14, 2025 Q2 2025 |
68,988
shares
|
$1.69 Million
0.08% of portfolio
|
Q2 2025
Reduced 15.69%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
66,372
shares
|
$1.63 Million
0.05% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
65,730
shares
|
$1.61 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.73%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
64,938
shares
|
$1.59 Million
0.05% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Jul 22, 2025 Q2 2025 |
64,907
shares
|
$1.59 Million
0.95% of portfolio
|
Q2 2025
Reduced 5.95%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
62,980
shares
|
$1.55 Million
0.36% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
60,479
shares
|
$1.48 Million
0.18% of portfolio
|
Q4 2024
Added 25.53%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
56,903
shares
|
$1.4 Million
0.09% of portfolio
|
Q3 2022
Added 3.35%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
56,461
shares
|
$1.39 Million
0.53% of portfolio
|
Q2 2025
Reduced 10.53%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
55,932
shares
|
$1.37 Million
0.53% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
55,109
shares
|
$1.35 Million
0.07% of portfolio
|
Q2 2025
Reduced 16.1%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
54,717
shares
|
$1.34 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
54,709
shares
|
$1.34 Million
0.05% of portfolio
|
Q2 2020
Added 0.48%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
52,622
shares
|
$1.29 Million
0.35% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
52,466
shares
|
$1.29 Million
0.32% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
51,765
shares
|
$1.27 Million
0.44% of portfolio
|
Q1 2024
Reduced 0.19%
|