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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
Q3 		$203K Hold
8,576
– – 0.04% 198
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

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Westover Capital Advisors
Westover Capital Advisors Wilmington, Delaware $616M AUM 25.38% 1-Year Est. Return
Cordoba Advisory Partners
Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Matthew Goff Investment Advisor
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
Windsor Capital Management
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
Mosley Wealth Management
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
Good Harbor Advisors
Good Harbor Advisors Gloucester, Massachusetts $107M AUM 11.17% 1-Year Est. Return
Eagle Harbor Asset Management
Eagle Harbor Asset Management Seattle, Washington $133M AUM 20.02% 1-Year Est. Return
Elmwood Wealth Management
Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return

Crumly & Associates's VRP Position: Q3 2026 in Review

Crumly & Associates held its Invesco Variable Rate Preferred ETF (VRP) position steady in Q3 2026 at 8,576 shares worth $203K. The position accounts for 0.04% of the portfolio, ranked #198.

Crumly & Associates first reported a position in VRP in Q3 2025 and has held it in 5 quarters since. The position peaked at $212K in Q3 2025. 97 funds tracked by Wall St. Rank hold VRP as of Q3 2026.

  • Crumly & Associates held 8,576 shares of Invesco Variable Rate Preferred ETF worth $203K as of Q3 2026.
  • Crumly & Associates left its Invesco Variable Rate Preferred ETF share count unchanged in Q3 2026.
  • Invesco Variable Rate Preferred ETF made up 0.04% of Crumly & Associates's portfolio in Q3 2026, its #198 holding.
  • Crumly & Associates first reported a position in Invesco Variable Rate Preferred ETF in Q3 2025 and has held it in 5 quarters since.
  • Crumly & Associates's Invesco Variable Rate Preferred ETF position peaked at $212K in Q3 2025.
  • 97 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q3 2026.

Based on Crumly & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.