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 42.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
69,070
shares
|
$1.68 Million
0.0% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
65,974
shares
|
$1.6 Million
0.87% of portfolio
|
Q4 2024
Added 38.41%
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
65,103
shares
|
$1.58 Million
0.39% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
62,765
shares
|
$1.53 Million
0.38% of portfolio
|
Q4 2024
Added 4.67%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
61,698
shares
|
$1.5 Million
0.05% of portfolio
|
Q4 2024
Added 5.63%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
61,395
shares
|
$1.49 Million
0.23% of portfolio
|
Q2 2024
Reduced 22.72%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
60,479
shares
|
$1.47 Million
0.18% of portfolio
|
Q4 2024
Added 25.53%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
59,959
shares
|
$1.46 Million
0.44% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
59,782
shares
|
$1.45 Million
0.35% of portfolio
|
Q3 2024
Reduced 11.67%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
59,782
shares
|
$1.45 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
56,903
shares
|
$1.38 Million
0.09% of portfolio
|
Q3 2022
Added 3.35%
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
55,307
shares
|
$1.35 Million
0.61% of portfolio
|
Q4 2024
Added 45.7%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
54,709
shares
|
$1.33 Million
0.05% of portfolio
|
Q2 2020
Added 0.48%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 05, 2024 Q3 2024 |
54,692
shares
|
$1.33 Million
0.56% of portfolio
|
Q3 2024
Added 13.82%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
54,336
shares
|
$1.32 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
52,663
shares
|
$1.28 Million
0.14% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
52,298
shares
|
$1.27 Million
0.33% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
51,837
shares
|
$1.26 Million
0.05% of portfolio
|
Q2 2024
Added 198.29%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
51,765
shares
|
$1.26 Million
0.44% of portfolio
|
Q1 2024
Reduced 0.19%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
51,417
shares
|
$1.25 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Beta Wealth Group, Inc.
|
Jan 31, 2025 Q4 2024 |
49,330
shares
|
$1.2 Million
0.58% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
48,955
shares
|
$1.19 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
47,292
shares
|
$1.15 Million
0.05% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
46,147
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2024
Added 13.81%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
45,881
shares
|
$1.12 Million
0.29% of portfolio
|
Q1 2023
Reduced 8.25%
|