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 248 institutions that hold shares in the stock, with a total of 42.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
1,043
shares
|
$25,365
0.01% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,000
shares
|
$24,320
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
997
shares
|
$24,247
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
879
shares
|
$21,377
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
838
shares
|
$20,380
0.0% of portfolio
|
Q2 2024
Reduced 42.33%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
833
shares
|
$20,258
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
800
shares
|
$19,456
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
623
shares
|
$15,151
0.0% of portfolio
|
Q3 2024
Added 91.69%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
600
shares
|
$14,592
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
505
shares
|
$12,281
0.0% of portfolio
|
Q2 2021
Reduced 96.13%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
425
shares
|
$10,336
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
296
shares
|
$7,198
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
260
shares
|
$6,323
0.0% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
224
shares
|
$5,447
0.0% of portfolio
|
Q4 2023
Reduced 2.61%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
160
shares
|
$3,891
0.0% of portfolio
|
Q4 2024
Reduced 79.27%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
150
shares
|
$3,648
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
126
shares
|
$3,064
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
91
shares
|
$2,213
0.0% of portfolio
|
Q3 2024
Reduced 13.33%
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
80
shares
|
$1,945
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
79
shares
|
$1,921
0.0% of portfolio
|
Q2 2024
Reduced 92.4%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
78
shares
|
$1,896
0.0% of portfolio
|
Q3 2024
Reduced 29.73%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
1
shares
|
$24
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
1
shares
|
$24
0.0% of portfolio
|
Q2 2024
New holding
|