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 Q3	$2.54M	Buy	107,052 +3,972	+4%	+$95.9K	0.92%	36
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

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Westover Capital Advisors Wilmington, Delaware $616M AUM 25.38% 1-Year Est. Return

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

Howard Wealth Management's VRP Position: Q3 2026 in Review

Howard Wealth Management increased its Invesco Variable Rate Preferred ETF (VRP) stake by 3.9% in Q3 2026, buying an estimated $95.9K and bringing the position to 107,052 shares worth $2.54M. The position accounts for 0.92% of the portfolio, ranked #36.

Howard Wealth Management first reported a position in VRP in Q2 2024 and has held it in 10 quarters since. 88 funds tracked by Wall St. Rank hold VRP as of Q3 2026.

Howard Wealth Management held 107,052 shares of Invesco Variable Rate Preferred ETF worth $2.54M as of Q3 2026.
Howard Wealth Management bought 3,972 Invesco Variable Rate Preferred ETF shares in Q3 2026, an estimated $95.9K.
Invesco Variable Rate Preferred ETF made up 0.92% of Howard Wealth Management's portfolio in Q3 2026, its #36 holding.
Howard Wealth Management first reported a position in Invesco Variable Rate Preferred ETF in Q2 2024 and has held it in 10 quarters since.
88 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.