Finward Bancorp’s Invesco Variable Rate Preferred ETF VRP Stock Holding History

Finward Bancorp’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	$264K	Buy	11,115 +170	+2%	+$4.11K	0.19%	89
2026 Q2	$266K	Hold	10,945	–	–	0.2%	92
2026 Q1	$262K	Hold	10,945	–	–	0.21%	89
2025 Q4	$266K	Buy	10,945 +810	+8%	+$19.9K	0.21%	91
2025 Q3	$250K	Sell	10,135 -450	-4%	-$11.1K	0.19%	93
2025 Q2	$259K	Sell	10,585 -500	-5%	-$12K	0.2%	90
2025 Q1	$269K	Sell	11,085 -90	-0.8%	-$2.19K	0.23%	89
2024 Q4	$270K	Buy	+11,175	New	+$273K	0.23%	87

Other funds holding VRP

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

Good Harbor Advisors Gloucester, Massachusetts $107M AUM 11.17% 1-Year Est. Return

Eagle Harbor Asset Management Seattle, Washington $133M AUM 20.02% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return

KFP

Kroeger Financial Partners Grass Valley, California $101M AUM

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

Finward Bancorp's VRP Position: Q3 2026 in Review

Finward Bancorp increased its Invesco Variable Rate Preferred ETF (VRP) stake by 1.6% in Q3 2026, buying an estimated $4.11K and bringing the position to 11,115 shares worth $264K. The position accounts for 0.19% of the portfolio, ranked #89.

Finward Bancorp first reported a position in VRP in Q4 2024 and has held it in 8 quarters since. The position peaked at $270K in Q4 2024. 55 funds tracked by Wall St. Rank hold VRP as of Q3 2026.

Finward Bancorp held 11,115 shares of Invesco Variable Rate Preferred ETF worth $264K as of Q3 2026.
Finward Bancorp bought 170 Invesco Variable Rate Preferred ETF shares in Q3 2026, an estimated $4.11K.
Invesco Variable Rate Preferred ETF made up 0.19% of Finward Bancorp's portfolio in Q3 2026, its #89 holding.
Finward Bancorp first reported a position in Invesco Variable Rate Preferred ETF in Q4 2024 and has held it in 8 quarters since.
Finward Bancorp's Invesco Variable Rate Preferred ETF position peaked at $270K in Q4 2024.
55 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q3 2026.

Based on Finward Bancorp's 13F filing for Q3 2026, filed 14 Oct 2026.