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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.27KNew |
$216K - $227K
|
9.27K
$228K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.96KNew |
$209K - $219K
|
8.96K
$220K
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
8.41K+ 11.51% |
$196K - $206K
|
81.5K
$2M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.4K+ 10.08% |
$196K - $205K
|
91.7K
$2.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.21K+ 4.19% |
$168K - $176K
|
179K
$4.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
7.08K+ 10.45% |
$165K - $173K
|
74.8K
$1.84M
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6.86K+ 48.54% |
$160K - $168K
|
21K
$516K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
6.53K+ 0.47% |
$152K - $160K
|
1.38M
$34M
|
|
|
Aug 13, 2025
Q2 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
6.47K+ 3.84% |
$151K - $158K
|
175K
$4.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
5.65K+ 6.47% |
$132K - $138K
|
93.1K
$2.29M
|
|
|
Jul 31, 2025
Q2 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
5.6K+ 7.36% |
$131K - $137K
|
81.7K
$2.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Addison Capital CO
|
BUY
|
- |
4.99K+ 5.51% |
$116K - $122K
|
95.6K
$2.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.3K+ 10.75% |
$100K - $105K
|
44.3K
$1.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
4.06K+ 4.19% |
$94.6K - $99.1K
|
101K
$2.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.7K+ 33.62% |
$86.4K - $90.6K
|
14.7K
$362K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.69K+ 2.38% |
$86.1K - $90.3K
|
159K
$3.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
3.37K+ 1.95% |
$78.7K - $82.5K
|
176K
$4.32M
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
3.19K+ 2.63% |
$74.3K - $77.9K
|
124K
$3.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
3.1K+ 32.59% |
$72.4K - $75.9K
|
12.6K
$310K
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
3.02K+ 15.85% |
$70.4K - $73.9K
|
22.1K
$542K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.01K+ 29.13% |
$70.2K - $73.6K
|
13.3K
$328K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
BUY
|
- |
2.96K+ 4.21% |
$69K - $72.3K
|
73.1K
$1.8M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.71K+ 16.11% |
$63.1K - $66.1K
|
19.5K
$479K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.57K+ 5.9% |
$60K - $62.9K
|
46.2K
$1.13M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.36K+ 3.77% |
$55K - $57.7K
|
64.9K
$1.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.23K+ 41.88% |
$51.9K - $54.4K
|
7.54K
$185K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.01K+ 4.42% |
$46.9K - $49.1K
|
47.5K
$1.17M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.72KNew |
$40K - $41.9K
|
1.72K
$42.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
1.6KNew |
$37.3K - $39.1K
|
1.6K
$39.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.14K+ 9.74% |
$26.5K - $27.8K
|
12.8K
$315K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.08KNew |
$25.1K - $26.4K
|
1.08K
$26.5K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.04K+ 9.17% |
$24.3K - $25.5K
|
12.4K
$305K
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
BUY
|
- |
1KNew |
$23.3K - $24.5K
|
1K
$24.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
770New |
$18K - $18.8K
|
770
$18.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
600+ 0.91% |
$14K - $14.7K
|
66.4K
$1.63M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
544+ 1.66% |
$12.7K - $13.3K
|
33.3K
$818K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
534+ 1.79% |
$12.5K - $13.1K
|
30.4K
$747K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
520+ 1.43% |
$12.1K - $12.7K
|
37K
$909K
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
500New |
$11.7K - $12.2K
|
500
$12.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
375New |
$8.75K - $9.17K
|
375
$9.21K
|
|
|
Jul 29, 2025
Q2 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
360+ 1.22% |
$8.4K - $8.8K
|
29.9K
$735K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
338+ 7.53% |
$7.88K - $8.26K
|
4.83K
$119K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
265New |
$6.18K - $6.48K
|
265
$6.51K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
221New |
$5.15K - $5.4K
|
221
$5.43K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
174+ 0.33% |
$4.06K - $4.25K
|
52.5K
$1.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
146+ 0.88% |
$3.4K - $3.57K
|
16.7K
$411K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
143+ 0.55% |
$3.33K - $3.5K
|
26K
$637K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
127New |
$2.96K - $3.11K
|
127
$3.12K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
116+ 1.32% |
$2.71K - $2.84K
|
8.88K
$218K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
115+ 0.56% |
$2.68K - $2.81K
|
20.5K
$503K
|
|