SHP Wealth Management’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
Q1
$251 Buy
11
+9
+450% +$219 ﹤0.01% 1716
2025
Q4
$35 Buy
+2
New +$49 ﹤0.01% 1533

Other funds holding VRP

SHP Wealth Management's VRP Position: Q1 2026 in Review

SHP Wealth Management increased its Invesco Variable Rate Preferred ETF (VRP) stake by 450% in Q1 2026, buying an estimated $219 and bringing the position to 11 shares worth $251. The position accounts for ﹤0.01% of the portfolio, ranked #1716.

SHP Wealth Management first reported a position in VRP in Q4 2025 and has held it in 2 quarters since. 260 funds tracked by Wall St. Rank hold VRP as of Q1 2026.

  • SHP Wealth Management held 11 shares of Invesco Variable Rate Preferred ETF worth $251 as of Q1 2026.
  • SHP Wealth Management bought 9 Invesco Variable Rate Preferred ETF shares in Q1 2026, an estimated $219.
  • Invesco Variable Rate Preferred ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1716 holding.
  • SHP Wealth Management first reported a position in Invesco Variable Rate Preferred ETF in Q4 2025 and has held it in 2 quarters since.
  • 260 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.