Waverly Advisors’s Invesco Variable Rate Preferred ETF VRP Stock Holding History

Waverly Advisors's VRP Position: Q2 2026 in Review

Waverly Advisors reduced its Invesco Variable Rate Preferred ETF (VRP) stake by 1% in Q2 2026, selling an estimated $16.5K and leaving 65,672 shares worth $1.6M. The position accounts for 0.01% of the portfolio, ranked #751.

Waverly Advisors first reported a position in VRP in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.98M in Q3 2024. 270 funds tracked by Wall St. Rank hold VRP as of Q2 2026.

• Waverly Advisors held 65,672 shares of Invesco Variable Rate Preferred ETF worth $1.6M as of Q2 2026.
• Waverly Advisors sold 680 Invesco Variable Rate Preferred ETF shares in Q2 2026, an estimated $16.5K.
• Invesco Variable Rate Preferred ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #751 holding.
• Waverly Advisors first reported a position in Invesco Variable Rate Preferred ETF in Q2 2023 and has held it in 13 quarters since.
• Waverly Advisors's Invesco Variable Rate Preferred ETF position peaked at $1.98M in Q3 2024.
• 270 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.