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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.41M Buy
140,086
+13,943
+11% +$339K 0.06% 319
2026
Q1
$3.02M Buy
126,143
+7,765
+7% +$189K 0.07% 296
2025
Q4
$2.88M Buy
118,378
+50,547
+75% +$1.24M 0.06% 295
2025
Q3
$1.68M Buy
67,831
+50,327
+288% +$1.24M 0.04% 443
2025
Q2
$428K Buy
+17,504
New +$421K 0.01% 847

Other funds holding VRP

Independent Financial Group's VRP Position: Q2 2026 in Review

Independent Financial Group increased its Invesco Variable Rate Preferred ETF (VRP) stake by 11% in Q2 2026, buying an estimated $339K and bringing the position to 140,086 shares worth $3.41M. The position accounts for 0.06% of the portfolio, ranked #319.

Independent Financial Group first reported a position in VRP in Q2 2025 and has held it in 5 quarters since. 270 funds tracked by Wall St. Rank hold VRP as of Q2 2026.

  • Independent Financial Group held 140,086 shares of Invesco Variable Rate Preferred ETF worth $3.41M as of Q2 2026.
  • Independent Financial Group bought 13,943 Invesco Variable Rate Preferred ETF shares in Q2 2026, an estimated $339K.
  • Invesco Variable Rate Preferred ETF made up 0.06% of Independent Financial Group's portfolio in Q2 2026, its #319 holding.
  • Independent Financial Group first reported a position in Invesco Variable Rate Preferred ETF in Q2 2025 and has held it in 5 quarters since.
  • 270 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.