Valley Wealth Managers’s Invesco Variable Rate Preferred ETF VRP Stock Holding History
Bought
Maintained
Sold
Other funds holding VRP
KFP
Valley Wealth Managers's VRP Position: Q3 2026 in Review
Valley Wealth Managers reduced its Invesco Variable Rate Preferred ETF (VRP) stake by 14% in Q3 2026, selling an estimated $35.6K and leaving 9,428 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #174.
Valley Wealth Managers first reported a position in VRP in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.23M in Q2 2022. 61 funds tracked by Wall St. Rank hold VRP as of Q3 2026.
- Valley Wealth Managers held 9,428 shares of Invesco Variable Rate Preferred ETF worth $224K as of Q3 2026.
- Valley Wealth Managers sold 1,476 Invesco Variable Rate Preferred ETF shares in Q3 2026, an estimated $35.6K.
- Invesco Variable Rate Preferred ETF made up 0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #174 holding.
- Valley Wealth Managers first reported a position in Invesco Variable Rate Preferred ETF in Q2 2022 and has held it in 18 quarters since.
- Valley Wealth Managers's Invesco Variable Rate Preferred ETF position peaked at $1.23M in Q2 2022.
- 61 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q3 2026.
Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.