Everpar Advisors’s Invesco Variable Rate Preferred ETF VRP Stock Holding History

Everpar Advisors’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	$232K	Sell	9,551 -1,000	-9%	-$24.3K	0.07%	266
2026 Q1	$253K	Hold	10,551	–	–	0.09%	240
2025 Q4	$257K	Hold	10,551	–	–	0.1%	225
2025 Q3	$261K	Hold	10,551	–	–	0.1%	229
2025 Q2	$258K	Hold	10,551	–	–	0.12%	225
2025 Q1	$256K	Hold	10,551	–	–	0.14%	214
2024 Q4	$255K	Hold	10,551	–	–	0.13%	222
2024 Q3	$258K	Hold	10,551	–	–	0.13%	215
2024 Q2	$253K	Hold	10,551	–	–	0.13%	215
2024 Q1	$251K	Hold	10,551	–	–	0.15%	197
2023 Q4	$244K	Buy	+10,551	New	+$236K	0.11%	244

Other funds holding VRP

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return