Accel Wealth Management’s Invesco Variable Rate Preferred ETF VRP Stock Holding History

Accel Wealth Management’s Portfolio VRP Stock Details VRP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.48M	Buy	143,044 +44,118	+45%	+$1.07M	0.78%	37
2026 Q1	$2.37M	Buy	98,926 +26,307	+36%	+$641K	0.62%	39
2025 Q4	$1.77M	Buy	72,619 +19,916	+38%	+$489K	0.48%	53
2025 Q3	$1.3M	Buy	52,703 +31,086	+144%	+$764K	0.38%	66
2025 Q2	$529K	Buy	21,617 +12,179	+129%	+$293K	0.18%	131
2025 Q1	$229K	Buy	+9,438	New	+$230K	0.08%	220
2023 Q2	–	Sell	-521	Closed	-$11.5K	–	853
2023 Q1	$11.5K	Hold	521	–	–	﹤0.01%	848
2022 Q4	$11.7K	Hold	521	–	–	0.01%	675
2022 Q3	$12K	Hold	521	–	–	0.01%	705
2022 Q2	$12K	Hold	521	–	–	0.01%	677
2022 Q1	$13K	Hold	521	–	–	0.01%	669
2021 Q4	$14K	Hold	521	–	–	0.01%	646
2021 Q3	$14K	Hold	521	–	–	0.01%	576
2021 Q2	$14K	Hold	521	–	–	0.01%	633
2021 Q1	$13K	Hold	521	–	–	0.01%	613
2020 Q4	$14K	Buy	+521	New	+$13.2K	0.01%	568

Other funds holding VRP

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

MSWM

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

EWA

Evolution Wealth Advisors Aventura, Florida $855M AUM 27.24% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $472M AUM

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Accel Wealth Management's VRP Position: Q2 2026 in Review

Accel Wealth Management increased its Invesco Variable Rate Preferred ETF (VRP) stake by 45% in Q2 2026, buying an estimated $1.07M and bringing the position to 143,044 shares worth $3.48M. The position accounts for 0.78% of the portfolio, ranked #37.

Accel Wealth Management first reported a position in VRP in Q4 2020 and has held it in 16 quarters since. 100 funds tracked by Wall St. Rank hold VRP as of Q2 2026.

Accel Wealth Management held 143,044 shares of Invesco Variable Rate Preferred ETF worth $3.48M as of Q2 2026.
Accel Wealth Management bought 44,118 Invesco Variable Rate Preferred ETF shares in Q2 2026, an estimated $1.07M.
Invesco Variable Rate Preferred ETF made up 0.78% of Accel Wealth Management's portfolio in Q2 2026, its #37 holding.
Accel Wealth Management first reported a position in Invesco Variable Rate Preferred ETF in Q4 2020 and has held it in 16 quarters since.
100 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.