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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
-950
Closed -$24K 651
2018
Q1
$24K Hold
950
0.01% 249
2017
Q4
$24K Buy
+950
New +$24.6K 0.01% 136

Other funds holding VRP

Lenox Wealth Advisors's VRP Position: Q2 2018 in Review

Lenox Wealth Advisors sold out of Invesco Variable Rate Preferred ETF (VRP) in Q2 2018, closing a stake of 950 shares — an estimated $24K sold.

Lenox Wealth Advisors first reported a position in VRP in Q4 2017 and held it in 2 quarters. The position peaked at $24K in Q1 2018. 170 funds tracked by Wall St. Rank hold VRP as of Q2 2018.

  • Lenox Wealth Advisors reported no remaining Invesco Variable Rate Preferred ETF position as of Q2 2018 after selling out during the quarter.
  • Lenox Wealth Advisors sold 950 Invesco Variable Rate Preferred ETF shares in Q2 2018, an estimated $24K.
  • Lenox Wealth Advisors first reported a position in Invesco Variable Rate Preferred ETF in Q4 2017 and held it in 2 quarters.
  • Lenox Wealth Advisors's Invesco Variable Rate Preferred ETF position peaked at $24K in Q1 2018.
  • 170 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q2 2018.

Based on Lenox Wealth Advisors's 13F filing for Q2 2018, filed 16 Jul 2018.