Goldstone Financial Group’s Invesco Variable Rate Preferred ETF VRP Stock Holding History

Goldstone Financial Group’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
2025 Q3	–	Sell	-74,809	Closed	-$1.83M	–	226
2025 Q2	$1.83M	Buy	74,809 +7,076	+10%	+$170K	0.24%	67
2025 Q1	$1.64M	Buy	67,733 +6,338	+10%	+$154K	0.25%	68
2024 Q4	$1.49M	Buy	61,395 +4,408	+8%	+$108K	0.23%	68
2024 Q3	$1.39M	Buy	56,987 +9,538	+20%	+$230K	0.24%	67
2024 Q2	$1.14M	Buy	47,449 +11,422	+32%	+$272K	0.23%	76
2024 Q1	$856K	Sell	36,027 -5,492	-13%	-$129K	0.2%	79
2023 Q4	$958K	Buy	41,519 +3,692	+10%	+$82.6K	0.25%	73
2023 Q3	$846K	Buy	37,827 +13,976	+59%	+$315K	0.25%	80
2023 Q2	$531K	Buy	+23,851	New	+$527K	0.16%	92

Other funds holding VRP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Goldstone Financial Group's VRP Position: Q3 2025 in Review

Goldstone Financial Group sold out of Invesco Variable Rate Preferred ETF (VRP) in Q3 2025, closing a stake of 74,809 shares — an estimated $1.83M sold.

Goldstone Financial Group first reported a position in VRP in Q2 2023 and held it in 9 quarters. The position peaked at $1.83M in Q2 2025. 247 funds tracked by Wall St. Rank hold VRP as of Q3 2025.

Goldstone Financial Group reported no remaining Invesco Variable Rate Preferred ETF position as of Q3 2025 after selling out during the quarter.
Goldstone Financial Group sold 74,809 Invesco Variable Rate Preferred ETF shares in Q3 2025, an estimated $1.83M.
Goldstone Financial Group first reported a position in Invesco Variable Rate Preferred ETF in Q2 2023 and held it in 9 quarters.
Goldstone Financial Group's Invesco Variable Rate Preferred ETF position peaked at $1.83M in Q2 2025.
247 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q3 2025.

Based on Goldstone Financial Group's 13F filing for Q3 2025, filed 17 Oct 2025.