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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
6.34K+ 10.32% |
$153K - $155K
|
67.7K
$1.66M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.01K+ 50.34% |
$145K - $147K
|
18K
$439K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.36K+ 10.33% |
$129K - $131K
|
57.2K
$1.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.24K+ 5.91% |
$126K - $128K
|
93.8K
$2.29M
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
BUY
|
- |
5.14K+ 6.01% |
$124K - $126K
|
90.6K
$2.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
5.07K+ 7.78% |
$122K - $124K
|
70.2K
$1.72M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.97K+ 3.31% |
$120K - $122K
|
155K
$3.79M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
4.8K+ 2.1% |
$116K - $118K
|
233K
$5.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
4.43KNew |
$107K - $109K
|
4.43K
$108K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.4K+ 66.55% |
$106K - $108K
|
11K
$269K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.99K+ 15.42% |
$96K - $97.8K
|
29.9K
$730K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.99K+ 6.47% |
$96K - $97.8K
|
65.7K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.81K+ 11.65% |
$91.6K - $93.2K
|
36.5K
$892K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.51K+ 5.94% |
$84.5K - $86K
|
62.6K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.37K+ 3.45% |
$81.2K - $82.7K
|
101K
$2.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.1K+ 7.31% |
$74.6K - $75.9K
|
45.5K
$1.11M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.05K+ 28.59% |
$73.4K - $74.7K
|
13.7K
$335K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.87K+ 1.91% |
$69.2K - $70.4K
|
153K
$3.74M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.64K+ 18.62% |
$63.4K - $64.6K
|
16.8K
$411K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.6K+ 0.99% |
$62.5K - $63.6K
|
265K
$6.48M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2.48K+ 3.28% |
$59.7K - $60.8K
|
78K
$1.91M
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
2.2K+ 8.04% |
$53K - $53.9K
|
29.6K
$723K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.65K+ 58.21% |
$39.8K - $40.5K
|
4.49K
$110K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.62K+ 4.18% |
$39K - $39.7K
|
40.4K
$987K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.44KNew |
$34.5K - $35.2K
|
1.44K
$35.1K
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.4K+ 4.1% |
$33.7K - $34.3K
|
35.5K
$869K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.38K+ 12.32% |
$33.3K - $33.9K
|
12.6K
$309K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.31K+ 3.1% |
$31.5K - $32.1K
|
43.6K
$1.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
1.27K+ 2.8% |
$30.6K - $31.2K
|
46.7K
$1.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
966New |
$23.3K - $23.7K
|
966
$23.6K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
840+ 0.49% |
$20.2K - $20.6K
|
174K
$4.25M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
753+ 4.62% |
$18.1K - $18.4K
|
17K
$417K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
728+ 4.28% |
$17.5K - $17.8K
|
17.7K
$434K
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
569+ 5.12% |
$13.7K - $13.9K
|
11.7K
$286K
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
523+ 2.25% |
$12.6K - $12.8K
|
23.7K
$580K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
463+ 0.27% |
$11.1K - $11.3K
|
172K
$4.2M
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
302New |
$7.27K - $7.4K
|
302
$7.38K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
300+ 3.28% |
$7.22K - $7.35K
|
9.44K
$231K
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
280+ 0.29% |
$6.74K - $6.86K
|
96.9K
$2.37M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
220+ 1.74% |
$5.3K - $5.39K
|
12.9K
$315K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
215+ 0.34% |
$5.18K - $5.27K
|
63K
$1.54M
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
206+ 0.06% |
$4.96K - $5.05K
|
334K
$8.17M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
205New |
$4.93K - $5.02K
|
205
$5.01K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
173+ 0.87% |
$4.16K - $4.24K
|
19.9K
$488K
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
150+ 1.08% |
$3.61K - $3.68K
|
14K
$342K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
139+ 0.26% |
$3.35K - $3.41K
|
54.5K
$1.33M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
114+ 0.56% |
$2.74K - $2.79K
|
20.4K
$498K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
99+ 0.19% |
$2.38K - $2.43K
|
52.5K
$1.28M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
85New |
$2.05K - $2.08K
|
85
$2.08K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
58+ 0.64% |
$1.4K - $1.42K
|
9.14K
$223K
|