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Apella Capital’s Invesco Variable Rate Preferred ETF VRP Stock Holding History

Apella Capital’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 		$2.81M Buy
118,670
+670
+0.6% +$16.2K 0.04% 242
2026
Q2 		$2.88M Buy
118,000
+2,394
+2% +$58.2K 0.04% 227
2026
Q1 		$2.82M Buy
+115,606
New +$2.82M 0.04% 224

Other funds holding VRP

CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Apella Capital's VRP Position: Q3 2026 in Review

Apella Capital increased its Invesco Variable Rate Preferred ETF (VRP) stake by 0.57% in Q3 2026, buying an estimated $16.2K and bringing the position to 118,670 shares worth $2.81M. The position accounts for 0.04% of the portfolio, ranked #242.

Apella Capital first reported a position in VRP in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.88M in Q2 2026. 10 funds tracked by Wall St. Rank hold VRP as of Q3 2026.

  • Apella Capital held 118,670 shares of Invesco Variable Rate Preferred ETF worth $2.81M as of Q3 2026.
  • Apella Capital bought 670 Invesco Variable Rate Preferred ETF shares in Q3 2026, an estimated $16.2K.
  • Invesco Variable Rate Preferred ETF made up 0.04% of Apella Capital's portfolio in Q3 2026, its #242 holding.
  • Apella Capital first reported a position in Invesco Variable Rate Preferred ETF in Q1 2026 and has held it in 3 quarters since.
  • Apella Capital's Invesco Variable Rate Preferred ETF position peaked at $2.88M in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.