Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.61K+ 4.2% |
$39K - $39.7K
|
40K
$976K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.47K+ 3.21% |
$35.5K - $36.2K
|
47.3K
$1.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.36K+ 8.31% |
$33K - $33.6K
|
17.8K
$433K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.35K+ 5.48% |
$32.6K - $33.2K
|
26K
$634K
|
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
1.24K+ 2.27% |
$30K - $30.5K
|
55.9K
$1.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
1.1KNew |
$26.6K - $27.1K
|
1.1K
$26.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
885+ 8.55% |
$21.4K - $21.8K
|
11.2K
$274K
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
788+ 7.63% |
$19.1K - $19.4K
|
11.1K
$271K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
632New |
$15.3K - $15.6K
|
632
$15.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
553+ 1.72% |
$13.4K - $13.6K
|
32.7K
$797K
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
BUY
|
- |
485+ 0.57% |
$11.7K - $11.9K
|
85.5K
$2.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
413+ 0.84% |
$9.99K - $10.2K
|
49.3K
$1.2M
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
371+ 0.88% |
$8.97K - $9.14K
|
42.7K
$1.04M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
300+ 1.19% |
$7.26K - $7.39K
|
25.4K
$621K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
288+ 0.48% |
$6.97K - $7.09K
|
60K
$1.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
258+ 2.48% |
$6.24K - $6.35K
|
10.7K
$260K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
229+ 1.68% |
$5.54K - $5.64K
|
13.9K
$339K
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
222+ 0.97% |
$5.37K - $5.47K
|
23.2K
$566K
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
208+ 0.25% |
$5.03K - $5.12K
|
84.6K
$2.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
197+ 0.92% |
$4.77K - $4.85K
|
21.7K
$530K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
109+ 0.87% |
$2.64K - $2.68K
|
12.7K
$309K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
51+ 0.26% |
$1.23K - $1.26K
|
19.9K
$486K
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
43+ 0.18% |
$1.04K - $1.06K
|
23.4K
$571K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
38+ 1.75% |
$919 - $936
|
2.21K
$53.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
19+ 0.21% |
$460 - $468
|
9.16K
$224K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
15+ 0.18% |
$363 - $369
|
8.13K
$198K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
10+ 0.32% |
$242 - $246
|
3.14K
$76.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$24.2 - $24.6
|
69.1K
$1.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-33- 0.16% |
$798 - $813
|
20.8K
$507K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-37- 47.44% |
$895 - $911
|
41
$1K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-47- 1.73% |
$1.14K - $1.16K
|
2.68K
$65.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-50- 0.15% |
$1.21K - $1.23K
|
34.1K
$833K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-120- 0.29% |
$2.9K - $2.96K
|
41.9K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-193- 0.37% |
$4.67K - $4.75K
|
51.4K
$1.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-203- 2.36% |
$4.91K - $5K
|
8.39K
$205K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-226- 1.46% |
$5.47K - $5.57K
|
15.2K
$372K
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-250- 0.78% |
$6.05K - $6.16K
|
31.9K
$779K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-379- 3.04% |
$9.17K - $9.33K
|
12.1K
$295K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-476- 1.85% |
$11.5K - $11.7K
|
25.2K
$615K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-480- 2.24% |
$11.6K - $11.8K
|
21K
$512K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-517- 0.67% |
$12.5K - $12.7K
|
76.2K
$1.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-541- 0.91% |
$13.1K - $13.3K
|
59.1K
$1.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-552- 4.64% |
$13.4K - $13.6K
|
11.4K
$277K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-612- 79.27% |
$14.8K - $15.1K
|
160
$3.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-739- 1.24% |
$17.9K - $18.2K
|
59K
$1.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-753- 2.81% |
$18.2K - $18.5K
|
26.1K
$636K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-843- 1.53% |
$20.4K - $20.8K
|
54.3K
$1.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-990- 2.9% |
$23.9K - $24.4K
|
33.1K
$808K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.07K- 10.54% |
$25.9K - $26.4K
|
9.08K
$222K
|
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-1.53K- 1.2% |
$36.9K - $37.6K
|
125K
$3.06M
|