Purchases and Sales Made in Q4 2025 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 2025. 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 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
267K+ 176.75% |
$6.57M - $6.63M
|
419K
$10.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
30.4K+ 13.5% |
$747K - $754K
|
256K
$6.28M
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
19.9KNew |
$489K - $494K
|
19.9K
$489K
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
BUY
|
- |
19.9K+ 37.79% |
$489K - $494K
|
72.6K
$1.78M
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
17.2K+ 6.78% |
$422K - $426K
|
271K
$6.65M
|
|
|
Jan 20, 2026
Q4 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
6K+ 5.06% |
$147K - $149K
|
125K
$3.06M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.43K+ 11.02% |
$133K - $135K
|
54.7K
$1.34M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.92K+ 22.15% |
$96.3K - $97.2K
|
21.6K
$531K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.15K+ 22.45% |
$52.8K - $53.2K
|
11.7K
$288K
|
|
|
Jan 12, 2026
Q4 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
2.02K+ 0.45% |
$49.7K - $50.1K
|
449K
$11M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.56K+ 16.72% |
$38.2K - $38.6K
|
10.9K
$267K
|
|
|
Jan 21, 2026
Q4 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
810+ 7.99% |
$19.9K - $20.1K
|
10.9K
$269K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
679New |
$16.7K - $16.8K
|
679
$16.7K
|
|
|
Jan 20, 2026
Q4 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
227+ 2.48% |
$5.58K - $5.63K
|
9.38K
$230K
|
|
|
Jan 22, 2026
Q4 2025
|
Diligent Investors, LLC
|
BUY
|
- |
189+ 2.04% |
$4.64K - $4.69K
|
9.44K
$232K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
96+ 1.88% |
$2.36K - $2.38K
|
5.21K
$128K
|
|
|
Jan 20, 2026
Q4 2025
|
Pflug Koory, LLC
|
BUY
|
- |
57+ 2.48% |
$1.4K - $1.41K
|
2.36K
$57.8K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
28New |
$688 - $694
|
28
$688
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
7New |
$172 - $174
|
7
$172
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 2.68% |
$147 - $149
|
230
$5.65K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3+ 6.98% |
$73.7 - $74.4
|
46
$1.13K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-24- 0.09% |
$589 - $595
|
25.4K
$624K
|
|
|
Jan 15, 2026
Q4 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.5K- 0.45% |
$36.7K - $37.1K
|
334K
$8.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1.61K- 1.16% |
$39.6K - $40K
|
138K
$3.38M
|
|
|
Jan 15, 2026
Q4 2025
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-1.75K- 39.5% |
$43K - $43.4K
|
2.68K
$65.8K
|
|
|
Jan 22, 2026
Q4 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-2.11K- 10.64% |
$51.8K - $52.3K
|
17.7K
$435K
|
|
|
Jan 22, 2026
Q4 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-4.01K- 18.09% |
$98.5K - $99.5K
|
18.2K
$446K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.07K- 28.55% |
$99.9K - $101K
|
10.2K
$250K
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-4.39K- 11.16% |
$108K - $109K
|
35K
$859K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.71K- 4.24% |
$165K - $166K
|
151K
$3.72M
|
|
|
Jan 14, 2026
Q4 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-7.76K- 5.66% |
$190K - $192K
|
129K
$3.18M
|
|
|
Jan 14, 2026
Q4 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-9.32K- 42.67% |
$229K - $231K
|
12.5K
$308K
|
|
|
Jan 20, 2026
Q4 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-11.6K- 11.41% |
$284K - $287K
|
89.9K
$2.21M
|
|