Cherry Tree Wealth Management’s Invesco Variable Rate Preferred ETF VRP Stock Holding History
Bought
Maintained
Sold
Other funds holding VRP
ACM
SI
Cherry Tree Wealth Management's VRP Position: Q1 2026 in Review
Cherry Tree Wealth Management reduced its Invesco Variable Rate Preferred ETF (VRP) stake by 43% in Q1 2026, selling an estimated $494K and leaving 27,067 shares worth $649K. The position accounts for 0.14% of the portfolio, ranked #85.
Cherry Tree Wealth Management first reported a position in VRP in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.2M in Q2 2025. 262 funds tracked by Wall St. Rank hold VRP as of Q1 2026.
- Cherry Tree Wealth Management held 27,067 shares of Invesco Variable Rate Preferred ETF worth $649K as of Q1 2026.
- Cherry Tree Wealth Management sold 20,258 Invesco Variable Rate Preferred ETF shares in Q1 2026, an estimated $494K.
- Invesco Variable Rate Preferred ETF made up 0.14% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #85 holding.
- Cherry Tree Wealth Management first reported a position in Invesco Variable Rate Preferred ETF in Q1 2025 and has held it in 5 quarters since.
- Cherry Tree Wealth Management's Invesco Variable Rate Preferred ETF position peaked at $2.2M in Q2 2025.
- 262 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q1 2026.
Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.