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United Capital Financial Advisors’s Invesco Variable Rate Preferred ETF VRP Stock Holding History

United Capital Financial Advisors’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 		$290K Hold
11,944
– – ﹤0.01% 1376
2026
Q1 		$286K Hold
11,944
– – ﹤0.01% 1373
2025
Q4 		$291K Buy
+11,944
New +$293K ﹤0.01% 1181
2025
Q3 		– Sell
-11,944
Closed -$292K – 1229
2025
Q2 		$292K Sell
11,944
-6,013
-33% -$145K ﹤0.01% 936
2025
Q1 		$435K Buy
17,957
+6,013
+50% +$146K ﹤0.01% 787
2024
Q4 		$289K Hold
11,944
– – ﹤0.01% 897
2024
Q3 		$292K Hold
11,944
– – ﹤0.01% 882
2024
Q2 		$286K Hold
11,944
– – ﹤0.01% 873
2024
Q1 		$284K Sell
11,944
-2,000
-14% -$47K ﹤0.01% 898
2023
Q4 		$322K Sell
13,944
-255
-2% -$5.71K ﹤0.01% 845
2023
Q3 		$318K Buy
14,199
+16
+0.1% +$360 ﹤0.01% 718
2023
Q2 		$316K Sell
14,183
-5,898
-29% -$130K ﹤0.01% 758
2023
Q1 		$445K Buy
20,081
+4,131
+26% +$94.3K ﹤0.01% 746
2022
Q4 		$357K Buy
15,950
+712
+5% +$15.8K ﹤0.01% 833
2022
Q3 		$334K Buy
15,238
+3,705
+32% +$84.7K ﹤0.01% 875
2022
Q2 		$256K Buy
+11,533
New +$268K ﹤0.01% 987
2018
Q3 		– Sell
-47,065
Closed -$1.17M – 1378
2018
Q2 		$1.17M Buy
47,065
+2,331
+5% +$58.2K 0.01% 729
2018
Q1 		$1.13M Buy
44,734
+10,001
+29% +$254K 0.01% 750
2017
Q4 		$891K Buy
34,733
+13,036
+60% +$337K 0.01% 818
2017
Q3 		$565K Buy
21,697
+13,927
+179% +$363K ﹤0.01% 923
2017
Q2 		$203K Buy
+7,770
New +$201K ﹤0.01% 1204

Other funds holding VRP

Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

United Capital Financial Advisors's VRP Position: Q2 2026 in Review

United Capital Financial Advisors held its Invesco Variable Rate Preferred ETF (VRP) position steady in Q2 2026 at 11,944 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #1376.

United Capital Financial Advisors first reported a position in VRP in Q2 2017 and has held it in 21 quarters since. The position peaked at $1.17M in Q2 2018. 272 funds tracked by Wall St. Rank hold VRP as of Q2 2026.

  • United Capital Financial Advisors held 11,944 shares of Invesco Variable Rate Preferred ETF worth $290K as of Q2 2026.
  • United Capital Financial Advisors left its Invesco Variable Rate Preferred ETF share count unchanged in Q2 2026.
  • Invesco Variable Rate Preferred ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1376 holding.
  • United Capital Financial Advisors first reported a position in Invesco Variable Rate Preferred ETF in Q2 2017 and has held it in 21 quarters since.
  • United Capital Financial Advisors's Invesco Variable Rate Preferred ETF position peaked at $1.17M in Q2 2018.
  • 272 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.