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 |
|---|---|---|---|---|---|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
19,707
shares
|
$478,288
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
19,642
shares
|
$476,711
0.0% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2024 Q3 2024 |
19,172
shares
|
$465,304
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
19,078
shares
|
$463,023
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 13, 2024 Q3 2024 |
18,691
shares
|
$453,630
0.16% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
18,101
shares
|
$439,311
0.02% of portfolio
|
Q4 2024
Added 108.25%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
17,524
shares
|
$425,307
0.04% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
17,020
shares
|
$413,075
0.03% of portfolio
|
Q4 2024
Added 37.36%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
16,585
shares
|
$402,517
0.0% of portfolio
|
Q3 2024
Added 351.29%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
16,397
shares
|
$397,955
0.0% of portfolio
|
Q3 2024
Reduced 7.76%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
16,220
shares
|
$393,659
0.0% of portfolio
|
Q3 2024
Reduced 36.69%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
15,959
shares
|
$387,324
0.07% of portfolio
|
Q1 2024
Reduced 51.29%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
15,700
shares
|
$381,039
0.22% of portfolio
|
Q1 2023
Added 14.6%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
15,469
shares
|
$375,432
0.03% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
14,900
shares
|
$361,623
0.04% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
14,838
shares
|
$360,118
0.14% of portfolio
|
Q2 2023
Added 44.52%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
14,056
shares
|
$341,139
0.0% of portfolio
|
Q3 2024
Added 62.37%
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
13,873
shares
|
$336,697
0.09% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
13,798
shares
|
$334,877
0.0% of portfolio
|
Q3 2023
Reduced 1.36%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
13,116
shares
|
$318,325
0.01% of portfolio
|
Q4 2022
Reduced 3.36%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
12,569
shares
|
$305,049
0.16% of portfolio
|
Q3 2024
Added 22.03%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
12,072
shares
|
$292,987
0.03% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
11,944
shares
|
$289,880
0.0% of portfolio
|
Q1 2024
Reduced 14.34%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 18, 2024 Q3 2024 |
11,905
shares
|
$288,934
0.13% of portfolio
|
Q3 2024
Reduced 61.79%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
11,533
shares
|
$279,905
0.02% of portfolio
|
Q2 2024
Added 3.92%
|