HWM
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Howard Wealth Management’s Invesco Variable Rate Preferred ETF VRP Stock Holding History

Howard Wealth Management’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 		$2.51M Buy
103,080
+3,663
+4% +$89.1K 0.93% 35
2026
Q1 		$2.38M Buy
99,417
+1,866
+2% +$45.5K 1% 32
2025
Q4 		$2.37M Buy
97,551
+8,527
+10% +$209K 1.04% 32
2025
Q3 		$2.2M Buy
89,024
+7,528
+9% +$185K 1.01% 29
2025
Q2 		$1.99M Buy
81,496
+8,411
+12% +$202K 1.01% 29
2025
Q1 		$1.77M Buy
73,085
+7,111
+11% +$173K 0.99% 32
2024
Q4 		$1.6M Buy
65,974
+18,309
+38% +$447K 0.86% 33
2024
Q3 		$1.17M Buy
47,665
+14,610
+44% +$353K 0.68% 42
2024
Q2 		$792K Buy
+33,055
New +$786K 0.62% 44

Other funds holding VRP

IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $472M AUM
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

Howard Wealth Management's VRP Position: Q2 2026 in Review

Howard Wealth Management increased its Invesco Variable Rate Preferred ETF (VRP) stake by 3.7% in Q2 2026, buying an estimated $89.1K and bringing the position to 103,080 shares worth $2.51M. The position accounts for 0.93% of the portfolio, ranked #35.

Howard Wealth Management first reported a position in VRP in Q2 2024 and has held it in 9 quarters since. 80 funds tracked by Wall St. Rank hold VRP as of Q2 2026.

  • Howard Wealth Management held 103,080 shares of Invesco Variable Rate Preferred ETF worth $2.51M as of Q2 2026.
  • Howard Wealth Management bought 3,663 Invesco Variable Rate Preferred ETF shares in Q2 2026, an estimated $89.1K.
  • Invesco Variable Rate Preferred ETF made up 0.93% of Howard Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Howard Wealth Management first reported a position in Invesco Variable Rate Preferred ETF in Q2 2024 and has held it in 9 quarters since.
  • 80 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.