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Crumly & Associates’s Invesco Variable Rate Preferred ETF VRP Stock Holding History

Crumly & Associates’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 		$208K Hold
8,576
– – 0.04% 190
2026
Q1 		$206K Hold
8,576
– – 0.04% 194
2025
Q4 		$209K Hold
8,576
– – 0.04% 192
2025
Q3 		$212K Buy
+8,576
New +$211K 0.05% 180

Other funds holding VRP

SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
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
EWA
Evolution Wealth Advisors Aventura, Florida $855M AUM 27.24% 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
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Crumly & Associates's VRP Position: Q2 2026 in Review

Crumly & Associates held its Invesco Variable Rate Preferred ETF (VRP) position steady in Q2 2026 at 8,576 shares worth $208K. The position accounts for 0.04% of the portfolio, ranked #190.

Crumly & Associates first reported a position in VRP in Q3 2025 and has held it in 4 quarters since. The position peaked at $212K in Q3 2025. 109 funds tracked by Wall St. Rank hold VRP as of Q2 2026.

  • Crumly & Associates held 8,576 shares of Invesco Variable Rate Preferred ETF worth $208K as of Q2 2026.
  • Crumly & Associates left its Invesco Variable Rate Preferred ETF share count unchanged in Q2 2026.
  • Invesco Variable Rate Preferred ETF made up 0.04% of Crumly & Associates's portfolio in Q2 2026, its #190 holding.
  • Crumly & Associates first reported a position in Invesco Variable Rate Preferred ETF in Q3 2025 and has held it in 4 quarters since.
  • Crumly & Associates's Invesco Variable Rate Preferred ETF position peaked at $212K in Q3 2025.
  • 109 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q2 2026.

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