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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
-228
Closed -$6K 784
2018
Q1
$6K Hold
228
0.01% 611
2017
Q4
$6K Buy
+228
New +$5.9K 0.01% 584

Other funds holding VRP

Acorn Wealth Advisors's VRP Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Invesco Variable Rate Preferred ETF (VRP) in Q2 2018, closing a stake of 228 shares — an estimated $6K sold.

Acorn Wealth Advisors first reported a position in VRP in Q4 2017 and held it in 2 quarters. The position peaked at $6K in Q1 2018. 170 funds tracked by Wall St. Rank hold VRP as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining Invesco Variable Rate Preferred ETF position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 228 Invesco Variable Rate Preferred ETF shares in Q2 2018, an estimated $6K.
  • Acorn Wealth Advisors first reported a position in Invesco Variable Rate Preferred ETF in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's Invesco Variable Rate Preferred ETF position peaked at $6K in Q1 2018.
  • 170 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.