Atria Wealth Solutions’s Invesco Variable Rate Preferred ETF VRP Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$745K	Buy	30,406 +534	+2%	+$12.9K	0.02%	754
2025 Q1	$724K	Buy	29,872 +3,990	+15%	+$97.1K	0.01%	1013
2024 Q4	$626K	Sell	25,882 -8,628	-25%	-$211K	0.01%	1146
2024 Q3	$844K	Buy	34,510 +1,105	+3%	+$26.7K	0.01%	986
2024 Q2	$800K	Buy	33,405 +1,996	+6%	+$47.4K	0.01%	1002
2024 Q1	$747K	Buy	31,409 +12,083	+63%	+$284K	0.01%	1047
2023 Q4	$446K	Sell	19,326 -2,172	-10%	-$48.6K	0.01%	1278
2023 Q3	$481K	Buy	21,498 +126	+0.6%	+$2.84K	0.01%	1144
2023 Q2	$476K	Buy	21,372 +9,309	+77%	+$206K	0.01%	1185
2023 Q1	$267K	Sell	12,063 -7,685	-39%	-$175K	﹤0.01%	1485
2022 Q4	$442K	Buy	19,748 +14	+0.1%	+$311	0.01%	1148
2022 Q3	$432K	Buy	19,734 +14	+0.1%	+$320	0.01%	1107
2022 Q2	$438K	Sell	19,720 -2,019	-9%	-$46.9K	0.01%	1042
2022 Q1	$531K	Buy	+21,739	New	+$542K	0.01%	1040

Other funds holding VRP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

ACM

Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Atria Wealth Solutions's VRP Position: Q2 2025 in Review

Atria Wealth Solutions increased its Invesco Variable Rate Preferred ETF (VRP) stake by 1.8% in Q2 2025, buying an estimated $12.9K and bringing the position to 30,406 shares worth $745K. The position accounts for 0.02% of the portfolio, ranked #754.

Atria Wealth Solutions first reported a position in VRP in Q1 2022 and has held it in 14 quarters since. The position peaked at $844K in Q3 2024. 264 funds tracked by Wall St. Rank hold VRP as of Q2 2025.

Atria Wealth Solutions held 30,406 shares of Invesco Variable Rate Preferred ETF worth $745K as of Q2 2025.
Atria Wealth Solutions bought 534 Invesco Variable Rate Preferred ETF shares in Q2 2025, an estimated $12.9K.
Invesco Variable Rate Preferred ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #754 holding.
Atria Wealth Solutions first reported a position in Invesco Variable Rate Preferred ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Invesco Variable Rate Preferred ETF position peaked at $844K in Q3 2024.
264 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.