Foresight Capital Management Advisors’s Invesco Variable Rate Preferred ETF VRP Stock Holding History

Foresight Capital Management 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	$1.73M	Buy	71,012 +3,132	+5%	+$76.2K	0.84%	43
2026 Q1	$1.63M	Buy	67,880 +2,312	+4%	+$56.3K	0.91%	41
2025 Q4	$1.6M	Sell	65,568 -2,221	-3%	-$54.5K	0.86%	40
2025 Q3	$1.67M	Buy	67,789 +2,882	+4%	+$70.8K	0.94%	40
2025 Q2	$1.59M	Sell	64,907 -4,108	-6%	-$98.9K	0.92%	41
2025 Q1	$1.67M	Buy	+69,015	New	+$1.68M	1.04%	39

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