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Investment Research & Advisory Group’s Invesco Variable Rate Preferred ETF VRP Stock Holding History

Investment Research & Advisory 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
2026
Q1 		– Sell
-9,379
Closed -$228K – 296
2025
Q4 		$228K Buy
9,379
+227
+2% +$5.57K 0.08% 71
2025
Q3 		$226K Buy
9,152
+124
+1% +$3.05K 0.08% 70
2025
Q2 		$221K Buy
9,028
+40
+0.4% +$963 0.08% 69
2025
Q1 		$218K Sell
8,988
-206
-2% -$5.01K 0.09% 67
2024
Q4 		$222K Hold
9,194
– – 0.09% 63
2024
Q3 		$225K Buy
+9,194
New +$222K 0.09% 64

Other funds holding VRP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Investment Research & Advisory Group's VRP Position: Q1 2026 in Review

Investment Research & Advisory Group sold out of Invesco Variable Rate Preferred ETF (VRP) in Q1 2026, closing a stake of 9,379 shares — an estimated $228K sold.

Investment Research & Advisory Group first reported a position in VRP in Q3 2024 and held it in 6 quarters. The position peaked at $228K in Q4 2025. 262 funds tracked by Wall St. Rank hold VRP as of Q1 2026.

  • Investment Research & Advisory Group reported no remaining Invesco Variable Rate Preferred ETF position as of Q1 2026 after selling out during the quarter.
  • Investment Research & Advisory Group sold 9,379 Invesco Variable Rate Preferred ETF shares in Q1 2026, an estimated $228K.
  • Investment Research & Advisory Group first reported a position in Invesco Variable Rate Preferred ETF in Q3 2024 and held it in 6 quarters.
  • Investment Research & Advisory Group's Invesco Variable Rate Preferred ETF position peaked at $228K in Q4 2025.
  • 262 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q1 2026.

Based on Investment Research & Advisory Group's 13F filing for Q1 2026, filed 20 Apr 2026.