Cherry Tree Wealth Management’s Invesco Variable Rate Preferred ETF VRP Stock Holding History
Bought
Maintained
Sold
Other funds holding VRP
SI
ACM
Cherry Tree Wealth Management's VRP Position: Q2 2026 in Review
Cherry Tree Wealth Management reduced its Invesco Variable Rate Preferred ETF (VRP) stake by 22% in Q2 2026, selling an estimated $146K and leaving 21,077 shares worth $512K. The position accounts for 0.1% of the portfolio, ranked #97.
Cherry Tree Wealth Management first reported a position in VRP in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.2M in Q2 2025. 272 funds tracked by Wall St. Rank hold VRP as of Q2 2026.
- Cherry Tree Wealth Management held 21,077 shares of Invesco Variable Rate Preferred ETF worth $512K as of Q2 2026.
- Cherry Tree Wealth Management sold 5,990 Invesco Variable Rate Preferred ETF shares in Q2 2026, an estimated $146K.
- Invesco Variable Rate Preferred ETF made up 0.1% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #97 holding.
- Cherry Tree Wealth Management first reported a position in Invesco Variable Rate Preferred ETF in Q1 2025 and has held it in 6 quarters since.
- Cherry Tree Wealth Management's Invesco Variable Rate Preferred ETF position peaked at $2.2M in Q2 2025.
- 272 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q2 2026.
Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.