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Garton & Associates Financial Advisors’s Invesco Variable Rate Preferred ETF VRP Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-515
Closed -$12.5K – 686
2025
Q4 		$12.5K Buy
+515
New +$12.6K 0.01% 776

Other funds holding VRP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Garton & Associates Financial Advisors's VRP Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Invesco Variable Rate Preferred ETF (VRP) in Q1 2026, closing a stake of 515 shares — an estimated $12.5K sold.

Garton & Associates Financial Advisors first reported a position in VRP in Q4 2025 and held it in 1 quarter. The position peaked at $12.5K in Q4 2025. 262 funds tracked by Wall St. Rank hold VRP as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Invesco Variable Rate Preferred ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 515 Invesco Variable Rate Preferred ETF shares in Q1 2026, an estimated $12.5K.
  • Garton & Associates Financial Advisors first reported a position in Invesco Variable Rate Preferred ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Invesco Variable Rate Preferred ETF position peaked at $12.5K in Q4 2025.
  • 262 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.