MIA
VRP icon

Milestone Investment Advisors’s Invesco Variable Rate Preferred ETF VRP Stock Holding History

Milestone Investment Advisors’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
Q2 		– Sell
-100
Closed -$2.21K – 425
2023
Q1 		$2.21K Hold
100
– – ﹤0.01% 380
2022
Q4 		$2.24K Buy
+100
New +$2.22K ﹤0.01% 117

Other funds holding VRP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Osaic Holdings
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
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Milestone Investment Advisors's VRP Position: Q2 2023 in Review

Milestone Investment Advisors sold out of Invesco Variable Rate Preferred ETF (VRP) in Q2 2023, closing a stake of 100 shares — an estimated $2.21K sold.

Milestone Investment Advisors first reported a position in VRP in Q4 2022 and held it in 2 quarters. The position peaked at $2.24K in Q4 2022. 220 funds tracked by Wall St. Rank hold VRP as of Q2 2023.

  • Milestone Investment Advisors reported no remaining Invesco Variable Rate Preferred ETF position as of Q2 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 100 Invesco Variable Rate Preferred ETF shares in Q2 2023, an estimated $2.21K.
  • Milestone Investment Advisors first reported a position in Invesco Variable Rate Preferred ETF in Q4 2022 and held it in 2 quarters.
  • Milestone Investment Advisors's Invesco Variable Rate Preferred ETF position peaked at $2.24K in Q4 2022.
  • 220 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q2 2023.

Based on Milestone Investment Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.