DAS
VRP icon

Dynamic Advisor Solutions’s Invesco Variable Rate Preferred ETF VRP Stock Holding History

Dynamic Advisor Solutions’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 		$521K Sell
21,443
-24
-0.1% -$584 0.01% 674
2026
Q1 		$515K Sell
21,467
-153
-0.7% -$3.73K 0.02% 646
2025
Q4 		$526K Buy
21,620
+3,920
+22% +$96.2K 0.02% 617
2025
Q3 		$437K Buy
17,700
+952
+6% +$23.4K 0.01% 671
2025
Q2 		$409K Buy
16,748
+146
+0.9% +$3.52K 0.01% 650
2025
Q1 		$402K Sell
16,602
-1,499
-8% -$36.5K 0.01% 633
2024
Q4 		$438K Buy
18,101
+9,409
+108% +$230K 0.02% 450
2024
Q3 		$213K Buy
+8,692
New +$210K 0.01% 866
2017
Q2 		– Sell
-17,358
Closed -$442K – 234
2017
Q1 		$442K Sell
17,358
-177
-1% -$4.46K 0.17% 141
2016
Q4 		$432K Buy
17,535
+2,381
+16% +$59.2K 0.17% 146
2016
Q3 		$387K Hold
15,154
– – 0.15% 170
2016
Q2 		$376K Sell
15,154
-855
-5% -$20.8K 0.15% 146
2016
Q1 		$384K Buy
16,009
+2,179
+16% +$51.4K 0.16% 142
2015
Q4 		$336K Buy
+13,830
New +$336K 0.14% 168

Other funds holding VRP

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
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return