Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Invesco Variable Rate Preferred ETF VRP Stock Holding History

Wealth Enhancement Advisory Services’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 		$3.57M Sell
148,252
-3,097
-2% -$75.5K 0.01% 1077
2025
Q4 		$3.69M Sell
151,349
-6,707
-4% -$165K 0.01% 1178
2025
Q3 		$3.92M Sell
158,056
-13,912
-8% -$342K 0.01% 1078
2025
Q2 		$4.21M Sell
171,968
-16,371
-9% -$394K 0.01% 973
2025
Q1 		$4.57M Buy
188,339
+10,015
+6% +$244K 0.01% 870
2024
Q4 		$4.31M Buy
178,324
+109,255
+158% +$2.67M 0.01% 853
2024
Q3 		$1.69M Buy
69,069
+2,612
+4% +$63.1K ﹤0.01% 1141
2024
Q2 		$1.59M Buy
66,457
+8,472
+15% +$201K ﹤0.01% 1085
2024
Q1 		$1.38M Sell
57,985
-5,901
-9% -$139K ﹤0.01% 1099
2023
Q4 		$1.47M Buy
63,886
+8,790
+16% +$197K ﹤0.01% 1007
2023
Q3 		$1.23M Buy
+55,096
New +$1.24M ﹤0.01% 1017

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UBS Group
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JP Morgan Chase
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ACM
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SI
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Envestnet Asset Management
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return