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 Q3	$3.84M	Buy	161,846 +18,802	+13%	+$454K	0.83%	34
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

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Westover Capital Advisors Wilmington, Delaware $616M AUM 25.38% 1-Year Est. Return

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

Good Harbor Advisors Gloucester, Massachusetts $107M AUM 11.17% 1-Year Est. Return

Eagle Harbor Asset Management Seattle, Washington $133M AUM 20.02% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return

Accel Wealth Management's VRP Position: Q3 2026 in Review

Accel Wealth Management increased its Invesco Variable Rate Preferred ETF (VRP) stake by 13% in Q3 2026, buying an estimated $454K and bringing the position to 161,846 shares worth $3.84M. The position accounts for 0.83% of the portfolio, ranked #34.

Accel Wealth Management first reported a position in VRP in Q4 2020 and has held it in 17 quarters since. 85 funds tracked by Wall St. Rank hold VRP as of Q3 2026.

Accel Wealth Management held 161,846 shares of Invesco Variable Rate Preferred ETF worth $3.84M as of Q3 2026.
Accel Wealth Management bought 18,802 Invesco Variable Rate Preferred ETF shares in Q3 2026, an estimated $454K.
Invesco Variable Rate Preferred ETF made up 0.83% of Accel Wealth Management's portfolio in Q3 2026, its #34 holding.
Accel Wealth Management first reported a position in Invesco Variable Rate Preferred ETF in Q4 2020 and has held it in 17 quarters since.
85 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.