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 267 institutions that hold shares in the stock, with a total of 52.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
17,700
shares
|
$434,712
0.01% of portfolio
|
Q3 2025
Added 5.68%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
17,455
shares
|
$428,694
0.05% of portfolio
|
Q3 2025
Reduced 6.28%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
17,404
shares
|
$427,442
0.03% of portfolio
|
Q1 2025
Reduced 13.34%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
17,150
shares
|
$421,204
0.18% of portfolio
|
Q3 2025
Added 32.89%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
16,701
shares
|
$410,176
0.0% of portfolio
|
Q3 2025
Reduced 18.43%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
16,265
shares
|
$399,468
0.01% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
15,997
shares
|
$392,886
0.3% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
15,959
shares
|
$391,953
0.07% of portfolio
|
Q1 2024
Reduced 51.29%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2025 Q3 2025 |
15,927
shares
|
$391,167
0.21% of portfolio
|
Q3 2025
Added 24.17%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
15,700
shares
|
$385,592
0.22% of portfolio
|
Q1 2023
Added 14.6%
|
|
|
Unified Investment Management
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
15,551
shares
|
$381,932
0.38% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
15,372
shares
|
$377,536
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
15,299
shares
|
$375,743
0.04% of portfolio
|
Q3 2025
Reduced 7.22%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
14,267
shares
|
$350,397
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
14,252
shares
|
$350,029
0.01% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
13,954
shares
|
$342,710
0.02% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
13,798
shares
|
$338,878
0.0% of portfolio
|
Q3 2023
Reduced 1.36%
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
13,648
shares
|
$335,194
0.02% of portfolio
|
Q3 2025
Reduced 6.6%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
13,600
shares
|
$334,016
0.05% of portfolio
|
Q3 2025
Reduced 7.69%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
13,259
shares
|
$325,641
0.01% of portfolio
|
Q3 2025
Added 43.11%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 07, 2025 Q3 2025 |
13,245
shares
|
$325,297
0.16% of portfolio
|
Q3 2025
Reduced 7.78%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
13,038
shares
|
$320,213
0.0% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
12,627
shares
|
$310,119
0.01% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
12,260
shares
|
$301,105
0.01% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
12,223
shares
|
$300,196
0.02% of portfolio
|
Q3 2025
Added 5.98%
|
|