Mader & Shannon Wealth Management’s Invesco Variable Rate Preferred ETF VRP Stock Holding History

Mader & Shannon 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	$17.6M	Buy	723,418 +829	+0.1%	+$20.2K	8.22%	5
2026 Q1	$17.3M	Sell	722,589 -134,240	-16%	-$3.27M	8.02%	5
2025 Q4	$21.2M	Hold	856,829	–	–	10.37%	4
2025 Q3	$21.2M	Buy	+856,829	New	+$21.1M	10.37%	4

Other funds holding VRP

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return