Elmwood Wealth Management’s Invesco Variable Rate Preferred ETF VRP Stock Holding History
Bought
Maintained
Sold
Other funds holding VRP
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ACM
Elmwood Wealth Management's VRP Position: Q2 2026 in Review
Elmwood Wealth Management increased its Invesco Variable Rate Preferred ETF (VRP) stake by 6.3% in Q2 2026, buying an estimated $205K and bringing the position to 141,478 shares worth $3.44M. The position accounts for 0.86% of the portfolio, ranked #45.
Elmwood Wealth Management first reported a position in VRP in Q2 2022 and has held it in 14 quarters since. The position peaked at $3.69M in Q4 2024. 271 funds tracked by Wall St. Rank hold VRP as of Q2 2026.
- Elmwood Wealth Management held 141,478 shares of Invesco Variable Rate Preferred ETF worth $3.44M as of Q2 2026.
- Elmwood Wealth Management bought 8,440 Invesco Variable Rate Preferred ETF shares in Q2 2026, an estimated $205K.
- Invesco Variable Rate Preferred ETF made up 0.86% of Elmwood Wealth Management's portfolio in Q2 2026, its #45 holding.
- Elmwood Wealth Management first reported a position in Invesco Variable Rate Preferred ETF in Q2 2022 and has held it in 14 quarters since.
- Elmwood Wealth Management's Invesco Variable Rate Preferred ETF position peaked at $3.69M in Q4 2024.
- 271 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q2 2026.
Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.