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Wealthcare Advisory Partners’s Invesco Variable Rate Preferred ETF VRP Stock Holding History

Wealthcare Advisory Partners’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 		$7.88M Buy
324,211
+46,223
+17% +$1.12M 0.15% 130
2026
Q1 		$6.67M Buy
277,988
+22,389
+9% +$545K 0.13% 147
2025
Q4 		$6.22M Buy
255,599
+30,409
+14% +$747K 0.12% 149
2025
Q3 		$5.56M Buy
225,190
+21,376
+10% +$525K 0.12% 154
2025
Q2 		$4.98M Buy
203,814
+195,424
+2,329% +$4.7M 0.11% 155
2025
Q1 		$203K Hold
8,390
– – 0.01% 864
2024
Q4 		$203K Sell
8,390
-203
-2% -$4.96K 0.01% 860
2024
Q3 		$210K Sell
8,593
-812
-9% -$19.6K 0.01% 818
2024
Q2 		$225K Buy
+9,405
New +$224K 0.01% 755
2022
Q1 		– Sell
-30,089
Closed -$780K – 595
2021
Q4 		$780K Buy
30,089
+1,342
+5% +$34.8K 0.05% 235
2021
Q3 		$754K Buy
28,747
+17,311
+151% +$456K 0.05% 234
2021
Q2 		$301K Buy
11,436
+3,936
+52% +$103K 0.02% 427
2021
Q1 		$194K Buy
+7,500
New +$194K 0.01% 488
2020
Q2 		– Sell
-5,833
Closed -$125K – 1333
2020
Q1 		$125K Buy
+5,833
New +$142K 0.02% 335

Other funds holding VRP

IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return