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 |
|---|---|---|---|---|---|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
14,457
shares
|
$354,774
0.03% of portfolio
|
Q2 2025
Reduced 25.9%
|
|
|
Aft, Forsyth & Company, Inc.
|
Aug 14, 2025 Q2 2025 |
14,362
shares
|
$352,443
0.18% of portfolio
|
Q2 2025
Reduced 20.93%
|
|
|
Transatlantique Private Wealth LLC
|
Aug 05, 2025 Q2 2025 |
14,001
shares
|
$343,584
0.13% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
13,798
shares
|
$338,602
0.0% of portfolio
|
Q3 2023
Reduced 1.36%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Aug 14, 2025 Q2 2025 |
13,402
shares
|
$328,885
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
13,371
shares
|
$328,124
0.0% of portfolio
|
Q2 2025
Reduced 21.55%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
13,346
shares
|
$327,510
0.0% of portfolio
|
Q2 2025
Added 29.13%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
12,905
shares
|
$316,688
0.14% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Jul 25, 2025 Q2 2025 |
12,827
shares
|
$314,774
0.2% of portfolio
|
Q2 2025
Added 9.74%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
12,623
shares
|
$309,768
0.01% of portfolio
|
Q2 2025
Added 32.59%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
12,432
shares
|
$305,081
0.01% of portfolio
|
Q2 2025
Added 9.17%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
12,103
shares
|
$297,007
0.03% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
12,029
shares
|
$295,191
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
11,944
shares
|
$293,105
0.0% of portfolio
|
Q2 2025
Reduced 33.49%
|
|
|
Marion Wealth Management
|
Aug 05, 2025 Q2 2025 |
11,755
shares
|
$288,467
0.07% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
11,546
shares
|
$283,338
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
11,533
shares
|
$283,019
0.02% of portfolio
|
Q2 2024
Added 3.92%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 24, 2025 Q2 2025 |
11,351
shares
|
$278,553
0.1% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
11,314
shares
|
$277,645
0.03% of portfolio
|
Q1 2025
Reduced 6.28%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
10,941
shares
|
$268,492
0.04% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
10,800
shares
|
$265,032
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Finward Bancorp
Munster, IN |
Aug 18, 2025 Q2 2025 |
10,585
shares
|
$259,755
0.2% of portfolio
|
Q2 2025
Reduced 4.51%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
10,570
shares
|
$259,387
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
10,551
shares
|
$258,921
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
10,438
shares
|
$256,148
0.0% of portfolio
|
Q2 2025
Reduced 51.67%
|