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 253 institutions that hold shares in the stock, with a total of 43.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
69,070
shares
|
$1.69 Million
0.0% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
67,506
shares
|
$1.65 Million
0.01% of portfolio
|
Q4 2024
Reduced 35.62%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
65,974
shares
|
$1.61 Million
0.87% of portfolio
|
Q4 2024
Added 38.41%
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
65,103
shares
|
$1.59 Million
0.39% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
62,765
shares
|
$1.53 Million
0.38% of portfolio
|
Q4 2024
Added 4.67%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
61,698
shares
|
$1.51 Million
0.05% of portfolio
|
Q4 2024
Added 5.63%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
61,395
shares
|
$1.5 Million
0.23% of portfolio
|
Q2 2024
Reduced 22.72%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
60,479
shares
|
$1.48 Million
0.18% of portfolio
|
Q4 2024
Added 25.53%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
59,959
shares
|
$1.46 Million
0.44% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
59,782
shares
|
$1.46 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
59,068
shares
|
$1.44 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
59,043
shares
|
$1.44 Million
0.31% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
56,903
shares
|
$1.39 Million
0.09% of portfolio
|
Q3 2022
Added 3.35%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
55,932
shares
|
$1.37 Million
0.54% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
55,307
shares
|
$1.35 Million
0.61% of portfolio
|
Q4 2024
Added 45.7%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
54,709
shares
|
$1.34 Million
0.05% of portfolio
|
Q2 2020
Added 0.48%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
54,336
shares
|
$1.33 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
52,423
shares
|
$1.28 Million
0.32% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
51,846
shares
|
$1.27 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
51,765
shares
|
$1.26 Million
0.44% of portfolio
|
Q1 2024
Reduced 0.19%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
51,417
shares
|
$1.26 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
50,659
shares
|
$1.24 Million
0.01% of portfolio
|
Q4 2024
Added 58.35%
|
|
|
Beta Wealth Group, Inc.
|
Jan 31, 2025 Q4 2024 |
49,330
shares
|
$1.21 Million
0.58% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
48,955
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
47,310
shares
|
$1.16 Million
0.01% of portfolio
|
Q4 2024
Added 16.33%
|