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

Westover Capital Advisors’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 		$9.18M Buy
382,846
+9,896
+3% +$241K 1.69% 17
2025
Q4 		$9.07M Buy
372,950
+18,340
+5% +$450K 1.65% 16
2025
Q3 		$8.76M Buy
354,610
+9,508
+3% +$234K 1.62% 17
2025
Q2 		$8.44M Buy
+345,102
New +$8.31M 1.69% 16
2023
Q2 		– Sell
-362,836
Closed -$8.04M – 187
2023
Q1 		$8.04M Buy
362,836
+16,723
+5% +$382K 2.98% 6
2022
Q4 		$7.75M Sell
346,113
-6,442
-2% -$143K 3.06% 6
2022
Q3 		$7.72M Buy
352,555
+17,413
+5% +$398K 2.95% 7
2022
Q2 		$7.44M Buy
335,142
+254,631
+316% +$5.92M 2.74% 6
2022
Q1 		$1.97M Buy
+80,511
New +$2.01M 0.61% 47

Other funds holding VRP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return