Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
161KNew |
$3.75M - $3.93M
|
161K
$3.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
76.6KNew |
$1.79M - $1.87M
|
76.6K
$1.87M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
70.3KNew |
$1.64M - $1.72M
|
70.3K
$1.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
43.2K+ 19.99% |
$1.01M - $1.06M
|
259K
$6.34M
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
19K+ 23.19% |
$443K - $465K
|
101K
$2.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.6K+ 5.2% |
$364K - $382K
|
316K
$7.72M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
15.4KNew |
$358K - $376K
|
15.4K
$376K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
10.8K+ 10.41% |
$251K - $264K
|
114K
$2.79M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
7.08K+ 10.45% |
$165K - $173K
|
74.8K
$1.83M
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6.86K+ 48.54% |
$160K - $168K
|
21K
$513K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.72KNew |
$40K - $41.9K
|
1.72K
$41.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
770New |
$18K - $18.8K
|
770
$18.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
265New |
$6.18K - $6.48K
|
265
$6.48K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
221New |
$5.15K - $5.4K
|
221
$5.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
146+ 0.88% |
$3.4K - $3.57K
|
16.7K
$409K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
115+ 0.56% |
$2.68K - $2.81K
|
20.5K
$501K
|
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
46+ 0.3% |
$1.07K - $1.12K
|
15.5K
$379K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
40+ 0.45% |
$933 - $978
|
9.03K
$221K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
30+ 1.34% |
$700 - $734
|
2.27K
$55.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
19+ 0.1% |
$443 - $465
|
18.6K
$455K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-37- 46.84% |
$863 - $905
|
42
$1.03K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-495- 4.33% |
$11.5K - $12.1K
|
10.9K
$268K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-581- 1.17% |
$13.5K - $14.2K
|
49.2K
$1.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-921- 5.98% |
$21.5K - $22.5K
|
14.5K
$354K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.03K- 0.31% |
$23.9K - $25.1K
|
333K
$8.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.05K- 4.29% |
$24.5K - $25.7K
|
23.4K
$572K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-1.05K- 6.01% |
$24.6K - $25.8K
|
16.5K
$403K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.14K- 4.94% |
$26.6K - $27.8K
|
21.9K
$536K
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-1.25K- 4.85% |
$29.2K - $30.6K
|
24.6K
$601K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.48K- 43.77% |
$34.4K - $36.1K
|
1.9K
$46.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.48K- 6.24% |
$34.5K - $36.2K
|
22.2K
$544K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-2K- 5.63% |
$46.6K - $48.9K
|
33.5K
$820K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-3.88K- 7.13% |
$90.6K - $95K
|
50.6K
$1.24M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.01K- 28.52% |
$93.5K - $98K
|
10K
$246K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-6.65K- 10.53% |
$155K - $163K
|
56.5K
$1.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-10.6K- 16.1% |
$247K - $259K
|
55.1K
$1.35M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-16.4K- 8.69% |
$382K - $400K
|
172K
$4.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-23.7K- 43.22% |
$553K - $580K
|
31.2K
$762K
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-209K- 32.52% |
$4.87M - $5.11M
|
434K
$10.6M
|