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 248 institutions that hold shares in the stock, with a total of 41.3 Million shares, which have been reported (via 13F filing form) to have a value of $1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
10,628
shares
|
$258,898
0.07% of portfolio
|
Q1 2024
Reduced 1.1%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 07, 2024 Q3 2024 |
10,551
shares
|
$257,022
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
10,409
shares
|
$253,563
0.01% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,400
shares
|
$253,344
0.0% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
10,350
shares
|
$252,126
0.03% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2024 Q3 2024 |
10,332
shares
|
$251,687
0.18% of portfolio
|
Q3 2024
Reduced 6.79%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
10,149
shares
|
$247,229
0.0% of portfolio
|
Q3 2024
Reduced 10.19%
|
|
|
Trust CO Of Oklahoma
|
Oct 15, 2024 Q3 2024 |
10,106
shares
|
$246,182
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
10,085
shares
|
$245,670
0.01% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
10,077
shares
|
$245,475
0.17% of portfolio
|
Q3 2024
Added 5.92%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$243,600
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Aug 19, 2024 Q2 2024 |
9,735
shares
|
$237,144
0.2% of portfolio
|
Q2 2024
Reduced 1.57%
|
|
|
Petix & Botte CO
|
Oct 18, 2024 Q3 2024 |
9,730
shares
|
$237,022
0.06% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
9,370
shares
|
$228,253
0.0% of portfolio
|
Q2 2024
Reduced 34.79%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Nov 14, 2024 Q3 2024 |
9,350
shares
|
$227,766
0.16% of portfolio
|
Q3 2024
Reduced 10.95%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
9,194
shares
|
$223,965
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
9,179
shares
|
$223,600
0.08% of portfolio
|
Q1 2024
Added 14.52%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
9,148
shares
|
$222,845
0.01% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 24, 2024 Q3 2024 |
9,142
shares
|
$222,699
0.06% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
9,141
shares
|
$222,674
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
9,042
shares
|
$220,263
0.03% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
9,030
shares
|
$219,970
0.02% of portfolio
|
Q3 2024
Added 4.82%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
8,881
shares
|
$216,341
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
8,692
shares
|
$211,737
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
8,653
shares
|
$210,787
0.12% of portfolio
|
Q3 2024
New holding
|