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 40.8 Million shares, which have been reported (via 13F filing form) to have a value of $1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Pinnacle Wealth Management Advisory Group, LLC
|
Jul 25, 2024 Q2 2024 |
18,424
shares
|
$451,572
0.05% of portfolio
|
Q2 2024
Reduced 1.86%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
17,776
shares
|
$435,689
0.0% of portfolio
|
Q2 2024
Added 2.43%
|
|
Anchor Capital Advisors LLC
|
Aug 06, 2024 Q2 2024 |
17,380
shares
|
$425,983
0.01% of portfolio
|
N/A
|
|
Pfg Investments, LLC
Woodbury, NY |
Aug 06, 2024 Q2 2024 |
16,924
shares
|
$414,807
0.03% of portfolio
|
Q2 2024
Added 0.62%
|
|
Rvw Wealth, LLC
|
Jul 08, 2024 Q2 2024 |
16,592
shares
|
$406,669
0.04% of portfolio
|
Q2 2024
Reduced 41.7%
|
|
Hallmark Capital Management Inc
|
Aug 08, 2024 Q2 2024 |
16,222
shares
|
$397,601
0.03% of portfolio
|
Q2 2024
Reduced 6.8%
|
|
Fin Trust Capital Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
15,959
shares
|
$391,155
0.07% of portfolio
|
Q1 2024
Reduced 51.29%
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 12, 2024 Q2 2024 |
15,700
shares
|
$384,807
0.23% of portfolio
|
Q1 2023
Added 14.6%
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Aug 02, 2024 Q2 2024 |
15,267
shares
|
$374,194
0.05% of portfolio
|
Q2 2024
Reduced 7.99%
|
|
Transatlantique Private Wealth LLC
|
Aug 13, 2024 Q2 2024 |
14,838
shares
|
$363,679
0.15% of portfolio
|
Q2 2023
Added 44.52%
|
|
Bts Asset Management, Inc.
|
Aug 05, 2024 Q2 2024 |
13,857
shares
|
$339,635
0.31% of portfolio
|
Q2 2024
Reduced 9.65%
|
|
Marion Wealth Management
|
Jul 09, 2024 Q2 2024 |
13,820
shares
|
$338,728
0.1% of portfolio
|
Q2 2024
Reduced 3.67%
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
13,798
shares
|
$338,188
0.0% of portfolio
|
Q3 2023
Reduced 1.36%
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Aug 07, 2024 Q2 2024 |
13,692
shares
|
$335,590
0.16% of portfolio
|
Q1 2024
New holding
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
13,294
shares
|
$325,835
0.01% of portfolio
|
Q2 2024
Added 3.97%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
13,116
shares
|
$321,473
0.01% of portfolio
|
Q4 2022
Reduced 3.36%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
11,944
shares
|
$292,747
0.0% of portfolio
|
Q1 2024
Reduced 14.34%
|
|
Patton Albertson Miller Group, LLC
|
Aug 02, 2024 Q2 2024 |
11,537
shares
|
$282,771
0.04% of portfolio
|
Q4 2023
Reduced 1.03%
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2024 Q2 2024 |
11,533
shares
|
$282,673
0.02% of portfolio
|
Q2 2024
Added 3.92%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
11,301
shares
|
$276,987
0.0% of portfolio
|
Q2 2024
Reduced 90.9%
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
11,200
shares
|
$274,512
0.0% of portfolio
|
Q2 2024
Reduced 1.75%
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Aug 01, 2024 Q2 2024 |
11,085
shares
|
$271,693
0.21% of portfolio
|
Q2 2024
Reduced 3.51%
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 17, 2024 Q2 2024 |
10,800
shares
|
$264,708
0.08% of portfolio
|
Q2 2023
New holding
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
10,713
shares
|
$262,575
0.01% of portfolio
|
Q2 2024
Reduced 8.88%
|
|
Signal Point Asset Management, LLC
|
Jul 22, 2024 Q2 2024 |
10,628
shares
|
$260,492
0.07% of portfolio
|
Q1 2024
Reduced 1.1%
|