Cape Investment Advisory’s Invesco Variable Rate Preferred ETF VRP Stock Holding History

Cape Investment Advisory’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	$22.1K	Buy	+908	New	+$22.1K	0.01%	682

Other funds holding VRP

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

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

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

Cordoba Advisory Partners New York $472M AUM

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

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

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

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

Cape Investment Advisory's VRP Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Invesco Variable Rate Preferred ETF (VRP) in Q2 2026: 908 shares worth $22.1K. The stake represents 0.01% of the portfolio and ranks #682 among its holdings.

69 funds tracked by Wall St. Rank hold VRP as of Q2 2026.

Cape Investment Advisory held 908 shares of Invesco Variable Rate Preferred ETF worth $22.1K as of Q2 2026.
Invesco Variable Rate Preferred ETF was a new Cape Investment Advisory position in Q2 2026.
Invesco Variable Rate Preferred ETF made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #682 holding.
69 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.