Purchases and Sales Made in Q1 2025 in 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) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II VAR RATE PFD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.42M+ 81.48% |
$82.4M - $83.8M
|
7.62M
$186M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.04M+ 13.83% |
$24.9M - $25.4M
|
8.52M
$208M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
719K+ 388.93% |
$17.3M - $17.6M
|
904K
$22.1M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
400KNew |
$9.63M - $9.8M
|
400K
$9.78M
|
|
|
Apr 23, 2025
Q1 2025
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
341KNew |
$8.21M - $8.36M
|
341K
$8.34M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
338K+ 116.16% |
$8.13M - $8.27M
|
628K
$15.4M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
225K+ 65.38% |
$5.43M - $5.52M
|
570K
$13.9M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
220KNew |
$5.3M - $5.39M
|
220K
$5.38M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
173K+ 8.26% |
$4.17M - $4.25M
|
2.27M
$55.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
154K+ 13.29% |
$3.7M - $3.77M
|
1.31M
$32M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
150K+ 34.5% |
$3.6M - $3.67M
|
584K
$14.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
145KNew |
$3.49M - $3.55M
|
145K
$3.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
108K+ 99.11% |
$2.6M - $2.64M
|
217K
$5.3M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
104KNew |
$2.49M - $2.54M
|
104K
$2.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
90.4KNew |
$2.18M - $2.22M
|
90.4K
$2.21M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
88K+ 8.6% |
$2.12M - $2.16M
|
1.11M
$27.2M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
83.6K+ 290.82% |
$2.01M - $2.05M
|
112K
$2.75M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
72.9K+ 33.27% |
$1.75M - $1.79M
|
292K
$7.14M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
71.7K+ 18.52% |
$1.73M - $1.76M
|
459K
$11.2M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
70.2K+ 2.84% |
$1.69M - $1.72M
|
2.54M
$62.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
69KNew |
$1.66M - $1.69M
|
69K
$1.69M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
67.7K+ 7.11% |
$1.63M - $1.66M
|
1.02M
$25M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
54.4K+ 49.91% |
$1.31M - $1.33M
|
163K
$3.99M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
44.7K+ 34.93% |
$1.08M - $1.09M
|
173K
$4.22M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
42.9K+ 12.75% |
$1.03M - $1.05M
|
379K
$9.27M
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
38.1K+ 77.22% |
$917K - $933K
|
87.4K
$2.14M
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
34.8K+ 19.2% |
$838K - $853K
|
216K
$5.29M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
32.2KNew |
$775K - $789K
|
32.2K
$787K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
25.4KNew |
$611K - $622K
|
25.4K
$621K
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
25KNew |
$602K - $613K
|
25K
$611K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
24.5KNew |
$589K - $599K
|
24.5K
$598K
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
23.7KNew |
$570K - $580K
|
23.7K
$579K
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
19.8K+ 13.32% |
$476K - $484K
|
168K
$4.11M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
18.7K+ 3.32% |
$451K - $459K
|
583K
$14.2M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
18.6K+ 18.16% |
$448K - $456K
|
121K
$2.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
17.2K+ 8.64% |
$414K - $421K
|
216K
$5.29M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17.1K+ 16.2% |
$411K - $418K
|
122K
$2.99M
|
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
13.4KNew |
$323K - $328K
|
13.4K
$328K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
12.5K+ 5.46% |
$300K - $306K
|
241K
$5.89M
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
10.9K+ 134.57% |
$263K - $268K
|
19.1K
$466K
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
10.8K+ 42.03% |
$261K - $265K
|
36.6K
$895K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10K+ 5.62% |
$241K - $245K
|
188K
$4.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
9.44KNew |
$227K - $231K
|
9.44K
$231K
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
9KNew |
$217K - $221K
|
9K
$220K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.88K+ 135.91% |
$214K - $217K
|
15.4K
$377K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
8.69K+ 17.15% |
$209K - $213K
|
59.3K
$1.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
7.8K+ 14.1% |
$188K - $191K
|
63.1K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
7.11K+ 10.78% |
$171K - $174K
|
73.1K
$1.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.82K+ 2.33% |
$164K - $167K
|
300K
$7.34M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
6.78K+ 1.93% |
$163K - $166K
|
358K
$8.75M
|