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 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
288+ 0.48% |
$6.97K - $7.09K
|
60K
$1.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
258+ 2.48% |
$6.24K - $6.35K
|
10.7K
$261K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
229+ 1.68% |
$5.54K - $5.64K
|
13.9K
$340K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
225New |
$5.44K - $5.54K
|
225
$5.51K
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
222+ 0.97% |
$5.37K - $5.47K
|
23.2K
$568K
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
208+ 0.25% |
$5.03K - $5.12K
|
84.6K
$2.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
197+ 0.92% |
$4.77K - $4.85K
|
21.7K
$532K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
130+ 12.46% |
$3.14K - $3.2K
|
1.17K
$28.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
125+ 0.24% |
$3.02K - $3.08K
|
52.4K
$1.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
109+ 0.87% |
$2.64K - $2.68K
|
12.7K
$311K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
72+ 0.44% |
$1.74K - $1.77K
|
16.3K
$399K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
51+ 0.26% |
$1.23K - $1.26K
|
19.9K
$488K
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
43+ 0.18% |
$1.04K - $1.06K
|
23.4K
$573K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
38+ 1.75% |
$919 - $936
|
2.21K
$54.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
19+ 0.21% |
$460 - $468
|
9.16K
$224K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
19+ 0.65% |
$460 - $468
|
2.95K
$72.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
16+ 0.22% |
$387 - $394
|
7.42K
$182K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
15+ 0.18% |
$363 - $369
|
8.13K
$199K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
10+ 0.32% |
$242 - $246
|
3.14K
$77K
|
|
|
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
$509K
|
|
|
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
$65.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-50- 0.15% |
$1.21K - $1.23K
|
34.1K
$836K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-65- 0.63% |
$1.57K - $1.6K
|
10.3K
$253K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-120- 0.29% |
$2.9K - $2.96K
|
41.9K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-183- 8.24% |
$4.43K - $4.51K
|
2.04K
$50K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-193- 0.37% |
$4.67K - $4.75K
|
51.4K
$1.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-203- 2.36% |
$4.91K - $5K
|
8.39K
$206K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-226- 1.46% |
$5.47K - $5.57K
|
15.2K
$373K
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-250- 0.78% |
$6.05K - $6.16K
|
31.9K
$782K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-379- 3.04% |
$9.17K - $9.33K
|
12.1K
$296K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-476- 1.85% |
$11.5K - $11.7K
|
25.2K
$617K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-480- 2.24% |
$11.6K - $11.8K
|
21K
$514K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-517- 0.67% |
$12.5K - $12.7K
|
76.2K
$1.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-541- 0.91% |
$13.1K - $13.3K
|
59.1K
$1.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-552- 4.64% |
$13.4K - $13.6K
|
11.4K
$278K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-612- 79.27% |
$14.8K - $15.1K
|
160
$3.92K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-739- 1.24% |
$17.9K - $18.2K
|
59K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-739- 1.24% |
$17.9K - $18.2K
|
59K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-748- 3.43% |
$18.1K - $18.4K
|
21.1K
$516K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-753- 2.81% |
$18.2K - $18.5K
|
26.1K
$639K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-817- 1.55% |
$19.8K - $20.1K
|
51.8K
$1.27M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-843- 1.53% |
$20.4K - $20.8K
|
54.3K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-930- 16.03% |
$22.5K - $22.9K
|
4.87K
$119K
|
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-987- 6.65% |
$23.9K - $24.3K
|
13.9K
$339K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-990- 2.9% |
$23.9K - $24.4K
|
33.1K
$811K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.07K- 10.54% |
$25.9K - $26.4K
|
9.08K
$222K
|
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-1.2K- 5.96% |
$29.1K - $29.6K
|
19K
$464K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.45K- 92.97% |
$35.2K - $35.8K
|
110
$2.7K
|