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 246 institutions that hold shares in the stock, with a total of 41.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
29,798
shares
|
$723,197
0.37% of portfolio
|
Q4 2024
Reduced 17.86%
|
|
|
J. W. Coons Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
29,340
shares
|
$712,081
0.13% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
27,457
shares
|
$666,381
0.01% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
26,827
shares
|
$651,091
0.04% of portfolio
|
Q2 2024
Added 4.09%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Dec 30, 2024 Q3 2024 |
26,149
shares
|
$634,636
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
25,191
shares
|
$611,385
0.08% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
25,143
shares
|
$610,220
0.02% of portfolio
|
Q3 2024
Reduced 12.3%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
24,628
shares
|
$597,721
0.0% of portfolio
|
Q3 2024
Reduced 8.5%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
24,493
shares
|
$594,445
0.02% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
24,335
shares
|
$590,610
0.07% of portfolio
|
Q3 2024
Reduced 12.27%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
23,955
shares
|
$581,387
0.04% of portfolio
|
Q4 2024
Added 40.65%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
23,700
shares
|
$575,199
0.09% of portfolio
|
Q3 2024
Added 9.22%
|
|
|
Palouse Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
23,344
shares
|
$566,558
0.37% of portfolio
|
Q3 2024
Added 5.76%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
22,979
shares
|
$557,700
0.01% of portfolio
|
Q3 2024
Reduced 43.46%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
22,976
shares
|
$557,627
0.15% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
21,821
shares
|
$529,595
0.05% of portfolio
|
Q3 2024
Added 6.3%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 13, 2024 Q3 2024 |
21,523
shares
|
$522,363
0.26% of portfolio
|
Q3 2024
Reduced 30.94%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
20,977
shares
|
$509,111
0.06% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Nov 08, 2024 Q3 2024 |
20,862
shares
|
$506,320
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
20,825
shares
|
$505,422
0.07% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
20,617
shares
|
$500,374
0.26% of portfolio
|
Q3 2024
Added 50.58%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
20,245
shares
|
$491,346
0.01% of portfolio
|
Q4 2024
Reduced 19.81%
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
20,225
shares
|
$490,860
0.39% of portfolio
|
Q3 2024
Reduced 19.35%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2024 Q3 2024 |
20,160
shares
|
$489,283
0.25% of portfolio
|
Q3 2024
Reduced 8.62%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
19,887
shares
|
$482,657
0.15% of portfolio
|
Q3 2024
Added 0.17%
|