Berman Capital 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
2021
Q3
$2K Hold
79
﹤0.01% 1752
2021
Q2
$2K Buy
+79
New +$2.06K ﹤0.01% 1644

Other funds holding VRP

Berman Capital Advisors's VRP Position: Q3 2021 in Review

Berman Capital Advisors held its Invesco Variable Rate Preferred ETF (VRP) position steady in Q3 2021 at 79 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1752.

Berman Capital Advisors first reported a position in VRP in Q2 2021 and has held it in 2 quarters since. 208 funds tracked by Wall St. Rank hold VRP as of Q3 2021.

  • Berman Capital Advisors held 79 shares of Invesco Variable Rate Preferred ETF worth $2K as of Q3 2021.
  • Berman Capital Advisors left its Invesco Variable Rate Preferred ETF share count unchanged in Q3 2021.
  • Invesco Variable Rate Preferred ETF made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1752 holding.
  • Berman Capital Advisors first reported a position in Invesco Variable Rate Preferred ETF in Q2 2021 and has held it in 2 quarters since.
  • 208 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.