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IAG Wealth Partners’s Invesco Variable Rate Preferred ETF VRP Stock Holding History

IAG Wealth Partners’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
2021
Q2 		– Sell
-58
Closed -$2K – 399
2021
Q1 		$2K Buy
+58
New +$1.5K ﹤0.01% 344

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IAG Wealth Partners's VRP Position: Q2 2021 in Review

IAG Wealth Partners sold out of Invesco Variable Rate Preferred ETF (VRP) in Q2 2021, closing a stake of 58 shares — an estimated $2K sold.

IAG Wealth Partners first reported a position in VRP in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 206 funds tracked by Wall St. Rank hold VRP as of Q2 2021.

  • IAG Wealth Partners reported no remaining Invesco Variable Rate Preferred ETF position as of Q2 2021 after selling out during the quarter.
  • IAG Wealth Partners sold 58 Invesco Variable Rate Preferred ETF shares in Q2 2021, an estimated $2K.
  • IAG Wealth Partners first reported a position in Invesco Variable Rate Preferred ETF in Q1 2021 and held it in 1 quarter.
  • IAG Wealth Partners's Invesco Variable Rate Preferred ETF position peaked at $2K in Q1 2021.
  • 206 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q2 2021.

Based on IAG Wealth Partners's 13F filing for Q2 2021, filed 4 Aug 2021.