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Insight Wealth Strategies’s Invesco Variable Rate Preferred ETF VRP Stock Holding History

Insight Wealth Strategies’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 		– Sell
-930,732
Closed -$22.7M – 203
2026
Q2 		$22.7M Buy
+930,732
New +$22.6M 2.21% 14

Other funds holding VRP

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Insight Wealth Strategies's VRP Position: Q3 2026 in Review

Insight Wealth Strategies sold out of Invesco Variable Rate Preferred ETF (VRP) in Q3 2026, closing a stake of 930,732 shares — an estimated $22.7M sold.

Insight Wealth Strategies first reported a position in VRP in Q2 2026 and held it in 1 quarter. The position peaked at $22.7M in Q2 2026. 11 funds tracked by Wall St. Rank hold VRP as of Q3 2026.

  • Insight Wealth Strategies reported no remaining Invesco Variable Rate Preferred ETF position as of Q3 2026 after selling out during the quarter.
  • Insight Wealth Strategies sold 930,732 Invesco Variable Rate Preferred ETF shares in Q3 2026, an estimated $22.7M.
  • Insight Wealth Strategies first reported a position in Invesco Variable Rate Preferred ETF in Q2 2026 and held it in 1 quarter.
  • Insight Wealth Strategies's Invesco Variable Rate Preferred ETF position peaked at $22.7M in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.