LYNX CAPITAL GROUP LTD /ADV’s Invesco Variable Rate Preferred ETF VRP Stock Holding History

LYNX CAPITAL GROUP LTD /ADV’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 Q4	$905K	Buy	+39,202	New	+$877K	0.66%	50

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 $8.93B AUM 25.13% 1-Year Est. Return

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

ACM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

LYNX CAPITAL GROUP LTD /ADV's VRP Position: Q4 2023 in Review

LYNX CAPITAL GROUP LTD /ADV opened a new position in Invesco Variable Rate Preferred ETF (VRP) in Q4 2023: 39,202 shares worth $905K. The stake represents 0.66% of the portfolio and ranks #50 among its holdings.

231 funds tracked by Wall St. Rank hold VRP as of Q4 2023.

LYNX CAPITAL GROUP LTD /ADV held 39,202 shares of Invesco Variable Rate Preferred ETF worth $905K as of Q4 2023.
Invesco Variable Rate Preferred ETF was a new LYNX CAPITAL GROUP LTD /ADV position in Q4 2023.
Invesco Variable Rate Preferred ETF made up 0.66% of LYNX CAPITAL GROUP LTD /ADV's portfolio in Q4 2023, its #50 holding.
231 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q4 2023.

Based on LYNX CAPITAL GROUP LTD /ADV's 13F filing for Q4 2023, filed 7 Aug 2026.