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 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.41K+ 108.25% |
$228K - $232K
|
18.1K
$443K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.06KNew |
$219K - $223K
|
9.06K
$222K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
8.78KNew |
$212K - $216K
|
8.78K
$215K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.58K+ 5.55% |
$208K - $211K
|
163K
$4M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
8.36KNew |
$202K - $206K
|
8.36K
$205K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
8.32K+ 1.84% |
$201K - $205K
|
461K
$11.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7K+ 7.03% |
$169K - $172K
|
107K
$2.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6.92K+ 40.65% |
$167K - $171K
|
24K
$587K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
6.66K+ 9.53% |
$161K - $164K
|
76.5K
$1.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.64K+ 16.33% |
$161K - $164K
|
47.3K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
6.6K+ 34.43% |
$160K - $163K
|
25.8K
$631K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
5.14K+ 17.5% |
$124K - $126K
|
34.5K
$845K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
4.85K+ 1.88% |
$117K - $120K
|
262K
$6.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.63K+ 37.36% |
$112K - $114K
|
17K
$417K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
4.41K+ 7.74% |
$107K - $109K
|
61.4K
$1.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
4.39K+ 13.79% |
$106K - $108K
|
36.2K
$887K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.39K+ 6.17% |
$106K - $108K
|
75.5K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
BUY
|
- |
3.63K+ 1.09% |
$87.7K - $89.3K
|
336K
$8.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.29K+ 5.63% |
$79.5K - $81K
|
61.7K
$1.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
3.19K+ 2.13% |
$77.1K - $78.5K
|
153K
$3.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
2.8K+ 4.67% |
$67.7K - $69K
|
62.8K
$1.54M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.75K+ 6.95% |
$66.5K - $67.7K
|
42.3K
$1.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.71K+ 130.48% |
$65.7K - $66.8K
|
4.79K
$117K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.56K+ 14.6% |
$61.9K - $63K
|
20.1K
$492K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.49K+ 1.47% |
$60.2K - $61.3K
|
171K
$4.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2.25K+ 2.96% |
$54.4K - $55.4K
|
78.1K
$1.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
2.23K+ 3.54% |
$53.9K - $54.9K
|
65.1K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.03K+ 0.53% |
$49.1K - $49.9K
|
382K
$9.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2K+ 238.66% |
$48.4K - $49.3K
|
2.84K
$69.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.67K+ 3.83% |
$40.5K - $41.2K
|
45.4K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.61K+ 4.2% |
$39K - $39.7K
|
40K
$980K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.51K+ 36.47% |
$36.5K - $37.1K
|
5.64K
$138K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.47K+ 3.21% |
$35.5K - $36.2K
|
47.3K
$1.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.36K+ 8.31% |
$33K - $33.6K
|
17.8K
$435K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.35K+ 5.48% |
$32.6K - $33.2K
|
26K
$636K
|
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
1.24K+ 2.27% |
$30K - $30.5K
|
55.9K
$1.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
BUY
|
- |
1.1KNew |
$26.6K - $27.1K
|
1.1K
$27K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
1.1KNew |
$26.6K - $27.1K
|
1.1K
$26.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.06K+ 5.07% |
$25.6K - $26.1K
|
21.9K
$537K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
935New |
$22.6K - $23K
|
935
$22.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
885+ 8.55% |
$21.4K - $21.8K
|
11.2K
$275K
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
788+ 7.63% |
$19.1K - $19.4K
|
11.1K
$272K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
632New |
$15.3K - $15.6K
|
632
$15.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
553+ 1.72% |
$13.4K - $13.6K
|
32.7K
$800K
|
|
|
Feb 13, 2025
Q4 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
498+ 0.52% |
$12K - $12.3K
|
96.6K
$2.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
BUY
|
- |
485+ 0.57% |
$11.7K - $11.9K
|
85.5K
$2.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
419+ 0.22% |
$10.1K - $10.3K
|
188K
$4.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
413+ 0.84% |
$9.99K - $10.2K
|
49.3K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
371+ 0.88% |
$8.97K - $9.14K
|
42.7K
$1.05M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
300+ 1.19% |
$7.26K - $7.39K
|
25.4K
$623K
|