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

Clearview Wealth 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
2023 Q3	–	Sell	-1,721	Closed	-$38.3K	–	630
2023 Q2	$38.3K	Hold	1,721	–	–	0.04%	210
2023 Q1	$38.1K	Sell	1,721 -1,462	-46%	-$33.4K	0.04%	214
2022 Q4	$71.3K	Sell	3,183 -5,020	-61%	-$111K	0.06%	143
2022 Q3	$180K	Sell	8,203 -1,550	-16%	-$35.4K	0.14%	88
2022 Q2	$216K	Sell	9,753 -5,518	-36%	-$128K	0.16%	83
2022 Q1	$373K	Sell	15,271 -54,180	-78%	-$1.35M	0.25%	69
2021 Q4	$1.8M	Sell	69,451 -9,067	-12%	-$235K	1.1%	19
2021 Q3	$2.06M	Buy	78,518 +27,056	+53%	+$713K	1.3%	16
2021 Q2	$1.35M	Buy	51,462 +38,756	+305%	+$1.01M	0.84%	25
2021 Q1	$328K	Buy	12,706 +11,576	+1,024%	+$299K	0.21%	89
2020 Q4	$29K	Buy	+1,130	New	+$28.6K	0.02%	260

Other funds holding VRP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Clearview Wealth Advisors's VRP Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Invesco Variable Rate Preferred ETF (VRP) in Q3 2023, closing a stake of 1,721 shares — an estimated $38.3K sold.

Clearview Wealth Advisors first reported a position in VRP in Q4 2020 and held it in 11 quarters. The position peaked at $2.06M in Q3 2021. 223 funds tracked by Wall St. Rank hold VRP as of Q3 2023.

Clearview Wealth Advisors reported no remaining Invesco Variable Rate Preferred ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 1,721 Invesco Variable Rate Preferred ETF shares in Q3 2023, an estimated $38.3K.
Clearview Wealth Advisors first reported a position in Invesco Variable Rate Preferred ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Invesco Variable Rate Preferred ETF position peaked at $2.06M in Q3 2021.
223 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.