Institute for Wealth Management’s Invesco Variable Rate Preferred ETF VRP Stock Holding History

Institute for Wealth Management’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
2020 Q1	–	Sell	-21	Closed	-$1K	–	672
2019 Q4	$1K	Buy	+21	New	+$538	﹤0.01%	679

Other funds holding VRP

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FHA

First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return

Institute for Wealth Management's VRP Position: Q1 2020 in Review

Institute for Wealth Management sold out of Invesco Variable Rate Preferred ETF (VRP) in Q1 2020, closing a stake of 21 shares — an estimated $1K sold.

Institute for Wealth Management first reported a position in VRP in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 165 funds tracked by Wall St. Rank hold VRP as of Q1 2020.

Institute for Wealth Management reported no remaining Invesco Variable Rate Preferred ETF position as of Q1 2020 after selling out during the quarter.
Institute for Wealth Management sold 21 Invesco Variable Rate Preferred ETF shares in Q1 2020, an estimated $1K.
Institute for Wealth Management first reported a position in Invesco Variable Rate Preferred ETF in Q4 2019 and held it in 1 quarter.
Institute for Wealth Management's Invesco Variable Rate Preferred ETF position peaked at $1K in Q4 2019.
165 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.