NPP
VRP icon

New Potomac Partners’s Invesco Variable Rate Preferred ETF VRP Stock Holding History

New Potomac 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
2020
Q2 		– Sell
-38,760
Closed -$832K – 137
2020
Q1 		$832K Sell
38,760
-1,500
-4% -$36.6K 0.91% 43
2019
Q4 		$1.04M Hold
40,260
– – 0.97% 41
2019
Q3 		$1.02M Hold
40,260
– – 1.02% 43
2019
Q2 		$1M Sell
40,260
-575
-1% -$14.2K 1.02% 42
2019
Q1 		$1M Hold
40,835
– – 1.02% 43
2018
Q4 		$932K Sell
40,835
-17,965
-31% -$430K 1% 40
2018
Q3 		$1.46M Buy
58,800
+8,005
+16% +$200K 1.36% 38
2018
Q2 		$1.26M Buy
50,795
+830
+2% +$20.7K 1.22% 39
2018
Q1 		$1.26M Buy
49,965
+3,250
+7% +$82.4K 1.23% 37
2017
Q4 		$1.2M Buy
+46,715
New +$1.21M 1.14% 39

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Morgan Stanley
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UBS Group
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Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return