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Vermillion & White Wealth Management Group’s Invesco Variable Rate Preferred ETF VRP Stock Holding History

Vermillion & White Wealth Management Group’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
Q1 		– Sell
-916
Closed -$22.3K – 522
2025
Q4 		$22.3K Sell
916
-81
-8% -$1.99K 0.01% 244
2025
Q3 		$24.6K Hold
997
– – 0.01% 231
2025
Q2 		$24.4K Hold
997
– – 0.02% 223
2025
Q1 		$24.2K Hold
997
– – 0.02% 179
2024
Q4 		$24.1K Hold
997
– – 0.02% 183
2024
Q3 		$24.4K Hold
997
– – 0.02% 169
2024
Q2 		$23.9K Hold
997
– – 0.02% 173
2024
Q1 		$23.7K Buy
+997
New +$23.4K 0.02% 159

Other funds holding VRP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Vermillion & White Wealth Management Group's VRP Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Invesco Variable Rate Preferred ETF (VRP) in Q1 2026, closing a stake of 916 shares — an estimated $22.3K sold.

Vermillion & White Wealth Management Group first reported a position in VRP in Q1 2024 and held it in 8 quarters. The position peaked at $24.6K in Q3 2025. 262 funds tracked by Wall St. Rank hold VRP as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining Invesco Variable Rate Preferred ETF position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 916 Invesco Variable Rate Preferred ETF shares in Q1 2026, an estimated $22.3K.
  • Vermillion & White Wealth Management Group first reported a position in Invesco Variable Rate Preferred ETF in Q1 2024 and held it in 8 quarters.
  • Vermillion & White Wealth Management Group's Invesco Variable Rate Preferred ETF position peaked at $24.6K in Q3 2025.
  • 262 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.