Purchases and Sales Made in Q4 2022 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 2022. 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 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
8.05K+ 44.78% |
$175K - $183K
|
26K
$633K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.24K+ 3.61% |
$157K - $165K
|
208K
$5.06M
|
|
|
Jan 16, 2024
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
7.22K+ 23.02% |
$157K - $164K
|
38.6K
$939K
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
4.55K+ 4.38% |
$98.7K - $104K
|
108K
$2.64M
|
|
|
Jan 25, 2023
Q4 2022
|
Camelot Portfolios, LLC
|
BUY
|
- |
3.58K+ 15.68% |
$77.6K - $81.4K
|
26.4K
$642K
|
|
|
Jan 09, 2023
Q4 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
3.2K+ 1.95% |
$69.5K - $72.9K
|
167K
$4.07M
|
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.2K+ 8.1% |
$69.4K - $72.8K
|
42.7K
$1.04M
|
|
|
Jan 18, 2023
Q4 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
3.12K+ 1.1% |
$67.6K - $71K
|
286K
$6.95M
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
3.02K+ 2.93% |
$65.4K - $68.6K
|
106K
$2.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
2.72K+ 3.0% |
$58.9K - $61.8K
|
93.2K
$2.27M
|
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
2.56K+ 3.53% |
$55.4K - $58.2K
|
75K
$1.82M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.86K+ 2.66% |
$40.4K - $42.4K
|
72K
$1.75M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.44K+ 5.34% |
$31.2K - $32.7K
|
28.4K
$690K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.25KNew |
$27.1K - $28.4K
|
1.25K
$30.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.13KNew |
$24.4K - $25.6K
|
1.13K
$27.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1.06K+ 0.98% |
$23K - $24.2K
|
109K
$2.65M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
931+ 3.72% |
$20.2K - $21.2K
|
26K
$632K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
879New |
$19.1K - $20K
|
879
$21.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
861+ 2.89% |
$18.7K - $19.6K
|
30.7K
$747K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
800New |
$17.3K - $18.2K
|
800
$19.5K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
755+ 2.12% |
$16.4K - $17.2K
|
36.3K
$882K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
712+ 4.67% |
$15.4K - $16.2K
|
16K
$388K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
675+ 173.97% |
$14.6K - $15.4K
|
1.06K
$25.9K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
653+ 8.04% |
$14.2K - $14.9K
|
8.77K
$213K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
616New |
$13.4K - $14K
|
616
$15K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
615New |
$13.3K - $14K
|
615
$15K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
608+ 1.53% |
$13.2K - $13.8K
|
40.2K
$979K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
545New |
$11.8K - $12.4K
|
545
$13.3K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
461+ 1.48% |
$9.99K - $10.5K
|
31.7K
$770K
|
|
|
Jan 17, 2023
Q4 2022
|
Delta Capital Management LLC
|
BUY
|
- |
400+ 1.02% |
$8.67K - $9.1K
|
39.5K
$960K
|
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
392+ 0.25% |
$8.5K - $8.92K
|
156K
$3.8M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
308+ 1.71% |
$6.68K - $7.01K
|
18.3K
$446K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
300New |
$6.5K - $6.83K
|
300
$7.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
299+ 0.56% |
$6.48K - $6.8K
|
53.3K
$1.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
260New |
$5.64K - $5.92K
|
260
$6.32K
|
|
|
Feb 08, 2023
Q4 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
219+ 0.44% |
$4.75K - $4.98K
|
50.1K
$1.22M
|
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
BUY
|
- |
206+ 0.41% |
$4.47K - $4.69K
|
50K
$1.22M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
150New |
$3.25K - $3.41K
|
150
$3.65K
|
|
|
Feb 02, 2023
Q4 2022
|
Dearborn Partners LLC
|
BUY
|
- |
148+ 0.58% |
$3.21K - $3.37K
|
25.8K
$628K
|
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
148+ 0.16% |
$3.21K - $3.37K
|
94.9K
$2.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
122+ 1.29% |
$2.64K - $2.78K
|
9.59K
$233K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
101+ 0.36% |
$2.19K - $2.3K
|
27.8K
$676K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
100New |
$2.17K - $2.28K
|
100
$2.43K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
100New |
$2.17K - $2.28K
|
100
$2.43K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
99New |
$2.15K - $2.25K
|
99
$2.41K
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
BUY
|
- |
92+ 0.17% |
$1.99K - $2.09K
|
53.8K
$1.31M
|
|
|
Jan 18, 2023
Q4 2022
|
Pflug Koory, LLC
|
BUY
|
- |
26+ 1.35% |
$564 - $592
|
1.95K
$47.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14+ 0.07% |
$304 - $319
|
19.7K
$480K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 0.87% |
$130 - $137
|
697
$17K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|