AP
VRP icon

Atwood & Palmer’s Invesco Variable Rate Preferred ETF VRP Stock Holding History

Atwood & Palmer’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 		$43.8K Hold
1,800
– – ﹤0.01% 260
2026
Q1 		$43.2K Sell
1,800
-95
-5% -$2.31K ﹤0.01% 256
2025
Q4 		$46.1K Hold
1,895
– – ﹤0.01% 240
2025
Q3 		$46.8K Hold
1,895
– – ﹤0.01% 247
2025
Q2 		$46.3K Sell
1,895
-1,475
-44% -$35.5K ﹤0.01% 243
2025
Q1 		$81.7K Sell
3,370
-863
-20% -$21K 0.01% 198
2024
Q4 		$102K Hold
4,233
– – 0.01% 174
2024
Q3 		$104K Sell
4,233
-4,318
-50% -$104K 0.01% 183
2024
Q2 		$205K Sell
8,551
-400
-4% -$9.51K 0.02% 144
2024
Q1 		$213K Sell
8,951
-875
-9% -$20.5K 0.02% 142
2023
Q4 		$227K Sell
9,826
-3,331
-25% -$74.6K 0.02% 141
2023
Q3 		$294K Sell
13,157
-202,364
-94% -$4.56M 0.03% 123
2023
Q2 		$4.8M Sell
215,521
-29,985
-12% -$662K 0.43% 56
2023
Q1 		$5.44M Sell
245,506
-5,640
-2% -$129K 0.51% 54
2022
Q4 		$5.62M Sell
251,146
-36,213
-13% -$804K 0.51% 60
2022
Q3 		$6.29M Sell
287,359
-348,192
-55% -$7.96M 0.62% 54
2022
Q2 		$14.1M Sell
635,551
-71,677
-10% -$1.67M 1.37% 31
2022
Q1 		$17.3M Sell
707,228
-3,360
-0.5% -$83.8K 1.49% 28
2021
Q4 		$18.4M Buy
710,588
+12,708
+2% +$330K 1.54% 28
2021
Q3 		$18.3M Buy
697,880
+24,125
+4% +$636K 1.63% 26
2021
Q2 		$17.7M Sell
673,755
-20,463
-3% -$535K 1.59% 28
2021
Q1 		$17.9M Buy
694,218
+14,321
+2% +$370K 1.73% 27
2020
Q4 		$17.6M Sell
679,897
-67,122
-9% -$1.7M 1.89% 21
2020
Q3 		$18.4M Buy
747,019
+5,973
+0.8% +$146K 2.32% 17
2020
Q2 		$17.4M Buy
741,046
+16,230
+2% +$375K 2.35% 17
2020
Q1 		$15.6M Buy
724,816
+2,556
+0.4% +$62.3K 2.44% 16
2019
Q4 		$18.7M Sell
722,260
-6,664
-0.9% -$171K 2.4% 16
2019
Q3 		$18.5M Buy
728,924
+36,497
+5% +$921K 2.5% 14
2019
Q2 		$17.3M Buy
692,427
+5,600
+0.8% +$139K 2.33% 14
2019
Q1 		$16.9M Buy
686,827
+2,300
+0.3% +$55.5K 2.39% 15
2018
Q4 		$15.6M Sell
684,527
-20,958
-3% -$502K 2.48% 14
2018
Q3 		$17.6M Buy
705,485
+13,849
+2% +$346K 2.29% 15
2018
Q2 		$17.2M Buy
691,636
+64,423
+10% +$1.61M 2.36% 14
2018
Q1 		$15.8M Buy
627,213
+38,358
+7% +$973K 2.25% 16
2017
Q4 		$15.1M Buy
588,855
+27,816
+5% +$720K 2.12% 19
2017
Q3 		$14.6M Buy
561,039
+19,005
+4% +$496K 2.12% 20
2017
Q2 		$14.2M Buy
542,034
+18,806
+4% +$486K 2.22% 20
2017
Q1 		$13.3M Buy
523,228
+169,183
+48% +$4.26M 2.13% 22
2016
Q4 		$8.71M Buy
354,045
+39,538
+13% +$983K 1.57% 24
2016
Q3 		$8.02M Buy
314,507
+1,587
+0.5% +$40.3K 1.46% 28
2016
Q2 		$7.77M Buy
312,920
+9,714
+3% +$237K 1.4% 29
2016
Q1 		$7.27M Buy
303,206
+289,706
+2,146% +$6.84M 1.29% 31
2015
Q4 		$328K Buy
+13,500
New +$328K 0.06% 103

Other funds holding VRP

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
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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

Atwood & Palmer's VRP Position: Q2 2026 in Review

Atwood & Palmer held its Invesco Variable Rate Preferred ETF (VRP) position steady in Q2 2026 at 1,800 shares worth $43.8K. The position accounts for ﹤0.01% of the portfolio, ranked #260.

Atwood & Palmer first reported a position in VRP in Q4 2015 and has held it in 43 quarters since. The position peaked at $18.7M in Q4 2019. 69 funds tracked by Wall St. Rank hold VRP as of Q2 2026.

  • Atwood & Palmer held 1,800 shares of Invesco Variable Rate Preferred ETF worth $43.8K as of Q2 2026.
  • Atwood & Palmer left its Invesco Variable Rate Preferred ETF share count unchanged in Q2 2026.
  • Invesco Variable Rate Preferred ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #260 holding.
  • Atwood & Palmer first reported a position in Invesco Variable Rate Preferred ETF in Q4 2015 and has held it in 43 quarters since.
  • Atwood & Palmer's Invesco Variable Rate Preferred ETF position peaked at $18.7M in Q4 2019.
  • 69 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.