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Global Wealth Management Investment Advisory’s Invesco Variable Rate Preferred ETF VRP Stock Holding History

Global Wealth Management Investment Advisory’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
2019
Q1 		– Sell
-115
Closed -$3K – 774
2018
Q4 		$3K Buy
+115
New +$2.75K ﹤0.01% 552

Other funds holding VRP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Global Wealth Management Investment Advisory's VRP Position: Q1 2019 in Review

Global Wealth Management Investment Advisory sold out of Invesco Variable Rate Preferred ETF (VRP) in Q1 2019, closing a stake of 115 shares — an estimated $3K sold.

Global Wealth Management Investment Advisory first reported a position in VRP in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 167 funds tracked by Wall St. Rank hold VRP as of Q1 2019.

  • Global Wealth Management Investment Advisory reported no remaining Invesco Variable Rate Preferred ETF position as of Q1 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 115 Invesco Variable Rate Preferred ETF shares in Q1 2019, an estimated $3K.
  • Global Wealth Management Investment Advisory first reported a position in Invesco Variable Rate Preferred ETF in Q4 2018 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Invesco Variable Rate Preferred ETF position peaked at $3K in Q4 2018.
  • 167 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q1 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2019, filed 10 May 2019.