Purchases and Sales Made in Q4 2021 in 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) during Q4 2021. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II VAR RATE PFD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.9KNew |
$330K - $338K
|
12.9K
$316K
|
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
12.7K+ 1.82% |
$326K - $333K
|
711K
$17.4M
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
12.2KNew |
$313K - $321K
|
12.2K
$300K
|
|
|
May 16, 2022
Q4 2021
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
12.1KNew |
$310K - $317K
|
12.1K
$297K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.8K+ 52.0% |
$301K - $309K
|
34.4K
$842K
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
11.5K+ 1.93% |
$294K - $301K
|
605K
$14.8M
|
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
BUY
|
- |
11.4K+ 22.86% |
$293K - $300K
|
61.4K
$1.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.8K+ 7.01% |
$276K - $282K
|
164K
$4.03M
|
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
10.5KNew |
$270K - $276K
|
10.5K
$258K
|
|
|
Feb 11, 2022
Q4 2021
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
10.4KNew |
$267K - $273K
|
10.4K
$255K
|
|
|
Feb 11, 2022
Q4 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
10.3K+ 12.44% |
$265K - $271K
|
93.5K
$2.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
10.2K+ 0.8% |
$262K - $268K
|
1.29M
$31.7M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.47K+ 14.7% |
$242K - $248K
|
73.8K
$1.81M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
9.37KNew |
$240K - $246K
|
9.37K
$229K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
9.31K+ 15.66% |
$238K - $244K
|
68.8K
$1.68M
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
9.3KNew |
$238K - $244K
|
9.3K
$228K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.26KNew |
$237K - $243K
|
9.26K
$227K
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
9.18KNew |
$235K - $241K
|
9.18K
$225K
|
|
|
Sep 11, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
9.08KNew |
$233K - $238K
|
9.08K
$222K
|
|
|
Feb 14, 2022
Q4 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
8.96K+ 4.67% |
$230K - $235K
|
201K
$4.92M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8.73K+ 1.41% |
$224K - $229K
|
626K
$15.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.24K+ 0.22% |
$211K - $216K
|
3.76M
$92.1M
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
7.88K+ 5.5% |
$202K - $207K
|
151K
$3.71M
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
7.6KNew |
$195K - $199K
|
7.6K
$186K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.3K+ 5.79% |
$187K - $191K
|
133K
$3.26M
|
|
|
Feb 02, 2022
Q4 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
7.25K+ 2.57% |
$186K - $190K
|
289K
$7.09M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
6.7K+ 82.51% |
$172K - $176K
|
14.8K
$363K
|
|
|
Feb 15, 2022
Q4 2021
|
Bts Asset Management, Inc.
|
BUY
|
- |
6.66K+ 24.53% |
$171K - $174K
|
33.8K
$827K
|
|
|
Jan 20, 2022
Q4 2021
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
6.42K+ 51.31% |
$165K - $168K
|
18.9K
$464K
|
|
|
Jan 24, 2022
Q4 2021
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
6.25K+ 10.63% |
$160K - $164K
|
65.1K
$1.59M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.12K+ 32.64% |
$157K - $160K
|
24.9K
$609K
|
|
|
Jan 31, 2022
Q4 2021
|
Northstar Group, Inc.
|
BUY
|
- |
5.47K+ 2.21% |
$140K - $143K
|
253K
$6.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.34K+ 26.12% |
$137K - $140K
|
25.8K
$631K
|
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
4.88K+ 4.77% |
$125K - $128K
|
107K
$2.62M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.57K+ 1.32% |
$117K - $120K
|
352K
$8.62M
|
|
|
Feb 17, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
4.23K+ 87.06% |
$108K - $111K
|
9.08K
$222K
|
|
|
Feb 10, 2022
Q4 2021
|
Madrona Financial Services, LLC
|
BUY
|
- |
4.17K+ 1.7% |
$107K - $109K
|
250K
$6.12M
|
|
|
Feb 11, 2022
Q4 2021
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
3.88K+ 14.57% |
$99.4K - $102K
|
30.5K
$747K
|
|
|
Feb 02, 2022
Q4 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
3.74K+ 7.49% |
$95.8K - $98K
|
53.6K
$1.31M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.7K+ 2.52% |
$94.9K - $97.1K
|
151K
$3.69M
|
|
|
Jan 10, 2022
Q4 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
3.52K+ 5.67% |
$90.2K - $92.3K
|
65.6K
$1.61M
|
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.11K+ 2.13% |
$79.7K - $81.5K
|
149K
$3.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.1K+ 8.43% |
$79.5K - $81.3K
|
39.9K
$977K
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.04K+ 38.44% |
$77.8K - $79.6K
|
10.9K
$268K
|
|
|
Feb 14, 2022
Q4 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.91K+ 2.01% |
$74.6K - $76.4K
|
148K
$3.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.71KNew |
$69.4K - $71K
|
2.71K
$66.3K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
2.66KNew |
$68.2K - $69.8K
|
2.66K
$65.2K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.48K+ 9.58% |
$63.4K - $64.9K
|
28.3K
$693K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2.36K+ 3.01% |
$60.4K - $61.8K
|
80.8K
$1.98M
|
|
|
Feb 08, 2022
Q4 2021
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
2K+ 17.09% |
$51.2K - $52.4K
|
13.7K
$336K
|