Palouse Capital Management, Inc. VRP INVESCO EXCHNG TRADED FD TR

Ownership history in Palouse Capital Management, Inc.  ·  33 quarters on record

AI Ownership Summary

Palouse Capital Management, Inc. reported INVESCO EXCHNG TRADED FD TR (VRP) in 33 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.38% in 2025 Q1. The latest visible filing shows VRP at 0.27% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VRP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Palouse Capital Management, Inc.'s position in INVESCO EXCHNG TRADED FD TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

VRP was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.38% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Palouse Capital Management, Inc. held VRP — position size vs. price
% of Fund (quarterly)    VRP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 18,099 +1,604 +9.7% 0.27% $440K 2026-07-08 $24.37
2026 Q1 REDUCED 9.2% +2.7% 16,495 -1,676 -9.2% 0.26% $396K 2026-04-24 $24.17
2025 Q4 REDUCED 18.1% -0.2% 18,171 -4,012 -18.1% 0.28% $442K 2026-01-23 $23.96
2025 Q3 REDUCED 22,183 -161 -0.7% 0.35% $548K 2025-10-23 $23.65
2025 Q2 REDUCED 22,344 -465 -2.0% 0.36% $546K 2025-08-07 $23.14
2025 Q1 REDUCED 22,809 -578 -2.5% 0.38% $553K 2025-04-16 $22.04
2024 Q4 ADDED 23,387 +43 +0.2% 0.38% $566K 2025-01-30 $22.34
2024 Q3 ADDED 23,344 +1,272 +5.8% 0.36% $571K 2024-10-21 $22.10
2024 Q2 ADDED 22,072 +1 +0.0% 0.35% $529K 2024-08-12 $21.27
2024 Q1 REDUCED 19.7% +1.4% 22,071 -5,417 -19.7% 0.35% $525K 2024-05-15 $21.01
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Palouse Capital Management, Inc. and VRP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Palouse Capital Management, Inc. reported owning VRP?

Palouse Capital Management, Inc. reported VRP across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported VRP position in Palouse Capital Management, Inc.'s portfolio?

The largest reported portfolio weight for VRP was 0.38% in 2025 Q1.

What is the latest reported VRP position on this page?

The most recent filing on this page is 2026 Q2, when Palouse Capital Management, Inc. reported 18,099 shares, equal to 0.27% of portfolio, with an estimated market value of $440K.

What does the chart on this VRP ownership page compare?

The chart compares Palouse Capital Management, Inc.'s quarterly VRP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Palouse Capital Management, Inc. time their VRP position?

Based on 13F filing dates vs. subsequent VRP price moves, Palouse Capital Management, Inc. correctly timed 15 out of 32 reported position changes (47%). The annualised alpha on VRP relative to SPY over the holding period was -8.4%.

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