Mount Yale Investment Advisors’s Invesco Variable Rate Preferred ETF VRP Stock Holding History
Bought
Maintained
Sold
Other funds holding VRP
ACM
SI
Mount Yale Investment Advisors's VRP Position: Q1 2026 in Review
Mount Yale Investment Advisors increased its Invesco Variable Rate Preferred ETF (VRP) stake by 4.9% in Q1 2026, buying an estimated $17K and bringing the position to 14,973 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #824.
Mount Yale Investment Advisors first reported a position in VRP in Q3 2025 and has held it in 3 quarters since. 260 funds tracked by Wall St. Rank hold VRP as of Q1 2026.
- Mount Yale Investment Advisors held 14,973 shares of Invesco Variable Rate Preferred ETF worth $359K as of Q1 2026.
- Mount Yale Investment Advisors bought 699 Invesco Variable Rate Preferred ETF shares in Q1 2026, an estimated $17K.
- Invesco Variable Rate Preferred ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #824 holding.
- Mount Yale Investment Advisors first reported a position in Invesco Variable Rate Preferred ETF in Q3 2025 and has held it in 3 quarters since.
- 260 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.