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 |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
20,245
shares
|
$494,585
0.01% of portfolio
|
Q4 2024
Reduced 19.81%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
20,083
shares
|
$490,627
0.05% of portfolio
|
Q4 2024
Added 14.6%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
19,938
shares
|
$487,085
0.14% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
19,773
shares
|
$483,054
0.05% of portfolio
|
Q4 2024
Reduced 81.42%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
19,642
shares
|
$479,854
0.0% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Feb 13, 2025 Q4 2024 |
18,959
shares
|
$463,168
0.18% of portfolio
|
Q4 2024
Reduced 5.96%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
18,101
shares
|
$442,207
0.02% of portfolio
|
Q4 2024
Added 108.25%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
17,760
shares
|
$433,876
0.0% of portfolio
|
Q4 2024
Added 8.31%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
17,020
shares
|
$415,798
0.03% of portfolio
|
Q4 2024
Added 37.36%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
16,292
shares
|
$398,013
0.0% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
15,959
shares
|
$389,878
0.07% of portfolio
|
Q1 2024
Reduced 51.29%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
15,700
shares
|
$383,551
0.22% of portfolio
|
Q1 2023
Added 14.6%
|
|
|
Unified Investment Management
Atlanta, GA |
Feb 06, 2025 Q4 2024 |
15,412
shares
|
$376,515
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
15,243
shares
|
$372,386
0.03% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
14,155
shares
|
$345,806
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
13,873
shares
|
$338,917
0.09% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Transatlantique Private Wealth LLC
|
Feb 13, 2025 Q4 2024 |
13,851
shares
|
$338,379
0.13% of portfolio
|
Q4 2024
Reduced 6.65%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
13,798
shares
|
$337,085
0.0% of portfolio
|
Q3 2023
Reduced 1.36%
|
|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
13,416
shares
|
$327,752
0.25% of portfolio
|
Q4 2024
Reduced 33.67%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
13,116
shares
|
$320,423
0.01% of portfolio
|
Q4 2022
Reduced 3.36%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Feb 06, 2025 Q4 2024 |
12,678
shares
|
$309,723
0.15% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
12,072
shares
|
$294,918
0.03% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
11,944
shares
|
$291,791
0.0% of portfolio
|
Q1 2024
Reduced 14.34%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
11,533
shares
|
$281,751
0.02% of portfolio
|
Q2 2024
Added 3.92%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
11,436
shares
|
$279,381
0.04% of portfolio
|
Q3 2024
Reduced 0.88%
|