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 263 institutions that hold shares in the stock, with a total of 48.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
74,809
shares
|
$1.83 Million
0.24% of portfolio
|
Q2 2025
Added 10.45%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
73,085
shares
|
$1.79 Million
0.99% of portfolio
|
Q1 2025
Added 10.78%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
71,928
shares
|
$1.76 Million
0.36% of portfolio
|
Q1 2025
Reduced 5.65%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
70,279
shares
|
$1.72 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
70,171
shares
|
$1.72 Million
0.41% of portfolio
|
Q1 2025
Added 7.78%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
69,971
shares
|
$1.71 Million
0.35% of portfolio
|
Q3 2022
Reduced 1.04%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
69,015
shares
|
$1.69 Million
1.06% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
68,994
shares
|
$1.69 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
65,772
shares
|
$1.61 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
62,980
shares
|
$1.54 Million
0.38% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
62,578
shares
|
$1.53 Million
0.05% of portfolio
|
Q1 2025
Added 5.94%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
60,479
shares
|
$1.48 Million
0.19% of portfolio
|
Q4 2024
Added 25.53%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
59,345
shares
|
$1.45 Million
0.01% of portfolio
|
Q1 2025
Added 17.15%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
57,201
shares
|
$1.4 Million
0.11% of portfolio
|
Q1 2025
Added 10.33%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
57,000
shares
|
$1.39 Million
0.01% of portfolio
|
Q1 2025
Reduced 25.52%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
56,903
shares
|
$1.39 Million
0.09% of portfolio
|
Q3 2022
Added 3.35%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
56,461
shares
|
$1.38 Million
0.53% of portfolio
|
Q2 2025
Reduced 10.53%
|
|
|
Stelac Advisory Services LLC
New York, NY |
May 14, 2025 Q1 2025 |
55,932
shares
|
$1.37 Million
0.57% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
55,109
shares
|
$1.35 Million
0.07% of portfolio
|
Q2 2025
Reduced 16.1%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
54,903
shares
|
$1.34 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.01%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
54,709
shares
|
$1.34 Million
0.05% of portfolio
|
Q2 2020
Added 0.48%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
52,522
shares
|
$1.28 Million
0.35% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
52,292
shares
|
$1.28 Million
0.37% of portfolio
|
Q1 2025
Reduced 12.79%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
51,765
shares
|
$1.27 Million
0.44% of portfolio
|
Q1 2024
Reduced 0.19%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
50,591
shares
|
$1.24 Million
0.07% of portfolio
|
Q2 2025
Reduced 7.13%
|